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Wicked Pissah Podcast

Feb 28, 2023

We are joined by writer and financial planning industry commentator Bob Veres. Bob is the owner, editor, and publisher of Inside Information, a newsletter of relevant curated content for the financial advisory profession and co-producer of the Insiders Forum. Bob is a frequent industry speaker, delivering insightful and entertainment keynote sessions that explore the features and trends of the financial advisory profession. In addition to winning several national awards as a journalist, Bob has been named as one of the most influential people in the financial planning profession by Investment Advisor Magazine and Financial Planning Magazine. We learn about how he got to where he is today and hear about the evolution of the financial planning profession.