Bob Veres Inside information: Things we need from our tech providers

Jun 30, 2021 · 301.2 KB Download

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In July’s edition of Inside Information, Bob goes in depth on:

Peak 2 marketing: The best practices for effective marketing of an advisory firm are changing rapidly.
Missing Ingredients: Here's a rundown of things we wish we could get from our profession's tech providers.
Advanced Planning Coursework: The Sudden Money Institute and the Financial Fitness Coach program offer graduate-level

Note: Access to Inside Information is a benefit of PFP/PFS membership, which is an individual membership. If

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File name: insideinfo-july2021.pdf

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