Bob Veres

Bob Veres

All Bob Veres' Stories
An imaginary look at how one very prosperous firm might approach a new set of standards.
Some marketing may be counterproductive. Advisors need to communicate the value planners actually offer. Here's how.
Three clever steps advisors can take to propel their firms forward.
If a planner were to suddenly wake up in 2022, he’d find that some of today’s practices have utterly changed.
New digital tools can help advisors identify and connect with prospective clients no matter where they are.
Planners need another skill set to help their clients cope with major life events.
Advisors who are accustomed to serving wealthier clients may wonder how to most effectively assist a middle-class clientele. Here's how to make it work in your practice.
The traditional way of charging clients is rapidly falling by the wayside as advisors seek better options. Don’t get left behind.
New digital tools are paving the way for advisors to create hybrid services that will increase both reach and profitability. See a few of the newer options.
A recent coaching seminar has me recalibrating my understanding of practice management. You may need to adjust yours, too.
If regulators can't tell the cultural differences between wirehouses and independent RIAs, Bob Veres has put together a few survey questions they can use.
Did you read the most recent SEC funding memo to Congress? Bob Veres did -- and if he had the ear of Mary Jo White, here's what he'd say to her.
Slide ShowsSee All »
Current IssueView Past Issues »
VideoSee All »
Conferences & EventsSee All »
Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY