 Doctors, lawyers and CPAs don't limit their services only to people who have a certain amount of assets. Soon, advisers won't either.”Bob Veres, Inside Information
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Advisers ignore these trends at their peril
Bob Veres | Financial Planning, June 2016
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Summary: Working on my new book about financial planning forced me to think hard about an important question: What do planners most need to know in order to be successful at providing great value and service to their clients, and succeeding personally and financially as professionals?
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