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Why Planning Is Finally Reaching Its Potential With Bob Veres
For the idealist, pure financial planning succumbs to a practical need to sell products which keeps it from its true potential. But times are changing.On this episode of the Elementality podcast, Reese Harper welcomes the founder of Inside Information, Bob Veres. Bob examines the changes taking place in financial planning and shares his vision of where the industry is now headed.
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By Jordan Haines, CFP®
4.8
3434 ratings
For the idealist, pure financial planning succumbs to a practical need to sell products which keeps it from its true potential. But times are changing.On this episode of the Elementality podcast, Reese Harper welcomes the founder of Inside Information, Bob Veres. Bob examines the changes taking place in financial planning and shares his vision of where the industry is now headed.
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