The New Profession

Presented by

Bob Veres

About this talk

The financial planning/advisory profession has entered a period of hyper-evolution, with new value propositions, client profiles, revenue models and dramatically new technology. How do you navigate these seismic changes to build a successful practice of the future? Bob will answer this and other questions by discussing: -The compensation model of the future -Which technology solutions will save you money and grow assets -The keys to a successful marketing strategy Bob will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

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