Modern Financial Planning with Bob Veres

What this episode covers

In this episode, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning. Here, they discuss the current state of financial planning, where we have been, where we're going, and what a modern financial planning business should look like. Plus, great tips on writing! Join our community: https://bit.ly/3zeLXi7

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 57 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on July 22, 2022.

What is this episode about?

In this episode, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning. Here, they discuss the current state of financial planning, where we have been, where...

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