Industry Guru Bob Veres on Achieving Excellence and Building the Advisory Firm of the Future episode artwork

EPISODE · Sep 17, 2021 · 49 MIN

Industry Guru Bob Veres on Achieving Excellence and Building the Advisory Firm of the Future

from The Diamond Podcast for Financial Advisors

Few in the financial services media that have the experience and name recognition of Bob Veres—and less are as outspoken. He candidly discusses the advisory firm of the future, growth, client service, technology, and the role of financial advisors.

Episode metadata supplied by the publisher feed · Published Sep 17, 2021

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Industry Guru Bob Veres on Achieving Excellence and Building the Advisory Firm of the Future

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