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

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

1 year ago · 301.2 KB Download

SECTION

EXCLUSIVE

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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


© 2021 Bob Veres

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

Download the Inside Information July 2021

File name: insideinfo-july2021.pdf

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