There are few in the financial services media that have the name recognition and clout of Bob Veres.
And even less who are as smart—or as outspoken.
Because for over four decades, Bob has been at the helm of journalism in the wealth management industry, having served as the editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar’s advisor website.
Today, Bob’s newsletter Inside Information and his annual Insider’s Forum conference serve as part guide, part master study group, and part networking community for advisors looking for the essentials on running and growing prosperous businesses and better serving clients.
Bob has a unique perspective honed from a vast depth of experience and knowledge, filling a critical gap for our listeners, particularly prospective breakaways—because he comes at this not representing a firm or model, but instead, fully objective.
In this episode, Bob shares his thoughts on the wealth management world—as it stands now and where it’s heading, including:
- The “rapid evolutionary shifts” that the financial services profession is adjusting to—and how the role of the advisor has changed as a result;
- A changing client mindset—and what advisors need to do to meet their clients’ dynamic needs;
- The shifting demographic toward younger clients—and how advisors and firms will need to adapt culture and processes to this new stakeholder;
- The “firm of the future”—and the changes advisors can start making now when it comes to advice, service and marketing.
Plus, Bob’s keen sense of technology and its role in achieving excellence when serving clients and building a wealth management business is critical advice for those considering independence as well as current business owners.
It’s one show to tune in to—if for nothing more than Bob’s unscripted and uncensored commentary.
Mindy Diamond is CEO of Diamond Consultants in Morristown, N.J., a nationally recognized boutique search and consulting firm in the financial services industry.