95 min listen
Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres
Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres
ratings:
Length:
88 minutes
Released:
May 9, 2017
Format:
Podcast episode
Description
Bob Veres has long been a towering figure in the world of financial planning. He's been writing about financial planning since the early eighties and has played a key role in shaping the industry as we know it today. In this interview, Bob shares how and why he’s worked to close the disconnect between planners’ and clients’ interests, and why he thinks financial planning could one day be a profession on par with medicine and law. We trace the changes of the profession through time, followed up with Bob’s predictions for the future. Get the full show notes and transcript for this episode at: https://www.kitces.com/19
Released:
May 9, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney: Tim Delaney talks about how he made the transition away from 23 years of tax accounting to full-time planning. by Financial Advisor Success