Bob Veres E-Column: Boomerang Clients
AICPA logo
AICPA logo
  • Home
calculator, clock and calendar on desk
Professional Insights

Bob Veres E-Column: Boomerang Clients

2 years ago · 3 min read



In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.

As most of you know, I’ve been writing regular articles pointing out the various disruptions in advisor businesses due to the pandemic: with enhanced client communications, with the dynamics of having everybody working remotely, and soon with the various unexpected challenges to rebalancing and tax-loss harvesting protocols during a rapid fall and rise again in the markets.

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Related content