A Q&A With Bob Veres on the Future of the Advisory Profession

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APPROVED FOR 1.0 HOURS OF CFP BOARD CREDIT AND 1.0 HOURS OF I&WI CREDIT.

As we all navigate a crisis that’s dramatically changed our lives, one of the best-known commentators on the advisory profession takes a longer view on what it will take for your business to not just survive — but thrive. In an informative Q&A with Bob Huebscher, Veres will explore the many transitions facing advisors and offer advice on building deeper connections in a world where every other advisor can be your competitor.

Speakers

Bob Veres
Editor & Publisher
Inside Information

Robert Huebscher
CEO and Founder
Advisor Perspectives