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

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A conversation with one of wealth management’s most influential thought leaders and the editor and publisher of Inside Information

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 web site.

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:

Bob Veres

  • 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 towards 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.

Download a transcript of this episode…

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Bob Veres
Owner/Commentator, Inside Information

Bob Veres is editor and publisher of the Inside Information guide to trends and innovations in the profession, author of The New Profession, and for 20 years was a contributing editor and columnist for Financial Planning magazine. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors.

Over his 40-year career in the financial services world, Mr. Veres has worked as 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 web site: MorningstarAdvisor.com. He is a sought-after speaker for many of the planning world’s most important professional conferences.

In addition, Mr. Veres co-produces the Insider’s Forum conference for independent financial advisory firms. Mr. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.

In addition to his professional activities, Mr. Veres has authored five novels: Song of the Universe, The Root of All Evil, Conversations With My Daughter, South of Maya and The Galactic Taxi Service.

Email Bob to receive a sample of his newsletter.

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