Podcast appearances and mentions of bob veres

In Episode #25 of NAPFA Nation, host Marie Swift speaks with Bob Veres, Publisher of Inside Information and co-producer of Bob Veres' Insider's Forum. The conversation focuses on the latest trends for fiduciary advisors and their clients. Veres shares some AI use cases for financial professionals and the potential SEC response. He discusses new automation that advisory firms are experiencing and the changes they may implement to grow effectively and focus on client services. Veres also shares how some advisors are revolutionizing the process behind client relationships. He tells the story of a fiduciary advisor who utilized a creative marketing strategy that paid off, discussing what firms can do to gain a competitive advantage as they fight against the big marketing budgets wielded by large brokerage firms. In a nutshell: Latest trends for fiduciary advisors    Innovative use of artificial intelligence     Managing compliance concerns    The organic growth imperative    Building client relationships  Creative marketing tactics How to stand out as a fiduciary advisor Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at www.NAPFA.org.

This is a bittersweet moment.  We are recording this on April 26, and April 30 will be my final day at VettaFi, after which I will no longer be associated with the Advisor Perspectives publication. This will be the final episode of the nearly 500 that I have hosted for the Gaining Perspective podcast.There is no better topic to discuss in this podcast than the state of journalism in the advisory profession.  “The profession of journalism exists, at its best, to inform and occasionally correct the record, to right a wrong, especially an awful thing that is wrong.” Those are not my words, but those of my guest today, who stands at the pinnacle of the journalism profession for advisors.Here are some links on this topic:Bob Veres' Inside Information service - https://bobveres.com/ Bob Huebscher's farewell article - https://www.advisorperspectives.com/articles/2024/04/23/farewell-robert-huebscher?topic=global-markets

Earlier this month, I attended Bob Veres' Insiders Forum conference in San Antonio. As it is every year, the highlight of the conference is Bob's presentation of the Insiders Forum leadership award. This year's recipient was Angie Herbers, my guest today. I cannot overstate the significance of this award. Virtually every other award in the advisor profession is part of a pay-for-play scheme, where the award is made with the expectation that the recipient will pay to attend some expensive dinner or to get the right to use the award publicly. But this award is purely merit-based and recognizes the contributions that individuals have made to advance the advisor profession.Those contributions were evident in the presentation Angie made about her most recent research after receiving her award, and she is here today to share some of those findings.-Here are a few links to resources:Herbers & Company consulting- https://www.herbersandcompany.com/Angie's LinkedIn page- https://www.linkedin.com/in/angieherbers/Angie's prior research on the relationship between money and happiness- https://www.herbersandcompany.com/trending/the-value-of-a-financial-advisorAngie's article about selling a minority stake to a PE firm- https://citywire.com/ria/news/ask-angie-should-i-sell-a-minority-interest-to-private-equity/a2428327A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events. Cryptocurrency investments have been among the top performers in 2023 and over the last ten years. However, the landscape could be changing in early 2024 with the potential approval of the first spot bitcoin ETFs in the U.S. What do ETF-oriented advisors need to understand about cryptocurrencies? Register now for our Crypto Symposium to get your Crypto questions answered. For more info visit https://www.etftrends.com/webcasts/crypto-symposiumExchange taps thought leaders and industry names to share the latest in portfolio construction and product innovation. Ensure your clients reach their growth goals with the most current thinking from top experts. You'll leave with at least one new strategy, product idea, or a portfolio construction tip to apply to your portfolios. For more information on Exchange, visit https://www.exchangeetf.com/

Welcome to episode 110 of the Transformational Selling podcast! In this episode I have Founder & CEO Julie Littlechild joining me. Julie is a recognized expert on the drivers of client engagement and how it is being disrupted. She has worked with and studied successful financial advisors and their clients for more than 25 years. Prior to founding her impressive business, Absolute Engagement, Julie launched and ran one of the industry's leading research firms, which focused on client engagement.  She is the author of a popular blog and a book, The Pursuit of Absolute Engagement. On top of this, she has served on the national board of the Financial Planning Association, and she currently sits on the Investment and Wealth Institute advisory board. She has been twice identified as one of the 25 Most Influential People and won the Iconoclast Award from Bob Veres. In this episode, Julie and I talk about the true meaning of engagement, the value it holds, and how you can form deeper connections with clients and prospects.  Specifically, here's what you will learn: How engagement and customer satisfaction are intertwined How to prioritize the human elements and nurture relationships How technology can enhance engagement The importance of understanding the confidence and concerns of clients and prospects and how to form meaningful conversations around those points Connect with Julie Website: www.absoluteengagement.com  Social Media: linkedin.com/in/julielittlechild@jlittlechild  Email: jlittlechild@absoluteengagement.com  My new book Transformational Selling: A Playbook for Financial Professionals is now available on Amazon! Click here to buy. If you have a specific question or topic, you'd like me to talk about on the podcast I want to hear from you. Email me at finka@finkainc.com to share it with me.  And if you enjoyed this episode, please rate and review us on iTunes and pass it along to a friend or colleague that would also benefit from learning about Transformational Selling.

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall, hear the biggest takeaways and insights from: Joel Bruckenstein of T3 Technology Tools for Today Bob Veres of Inside Information John Mackowiak of Advyzon Brian Edelman of FCI Spenser Segal of ActiFI Nitin Seth of Incedo Mark Hurley of Digital Privacy & Protection John O'Connell of The Oasis Group Craig Iskowitz of Ezra Group Jason Stipp and Thomas Aviles of Morningstar Erin Goss of Blue Chip Partners

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. https://bobveres.com/ https://www.linkedin.com/in/bob-veres-b4813611  

What's new in the industry? Grab your favorite fall drink and join us as we rank what's underrated and overrated in wealth management. · InvestmentNews is for sale... again· Elon Musk takes control of Twitter and fires its top executives· Riskalyze to rebrand company and change name in 2023· Potomac hires wholesalers after saying they'd never hire wholesalers· Bob Veres calls out pay-to-play industry awards We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. We talk about what the value of a financial advisor is going to be in the future, what the current sources of confusion to the public are, and what that all means for how financial advisors … What is the future of financial advisor fees? Read More » The post What is the future of financial advisor fees? appeared first on Sara Grillo.

For over four decades, Bob Veres has been at the forefront of journalism in the wealth management industry, having written for some of the top financial planning websites and magazines. Now, Bob's industry-changing newsletter, Inside Information, serves as the go-to for advisors looking to learn, network, and discuss the industry's hottest topics. In this episode, Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change, and where taxes fit into the mix.

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 

In a slight pivot to my normal format, in the most recent episode of my RIA Question & Answer series, I sat down with long time industry observer, Bob Veres and challenged him with 10 questions related to the future of the RIA model:1) If you were standing in the front of a room of wirehouse advisors and one of them stood up and asked you what you thought of the RIA model, what would you say to them?2) What will be a pretty normal thing in the RIA model 10 years from now that does not either exist, or is not widespread today?3) If you were starting your own RIA, what would it look like?4) Do you think the prediction of national or super-regional RIA firms will bear out, and is it a good thing if it does?5) With these big firms, is there still room for smaller firms?6) What advice would you give college students who will be graduating soon and looking to enter our industry?7) Who is the RIA model not a good fit for?8) Over the coming years which affiliation channel is going to be most challenged by this transition to more independent models?9) Imagine you are king for the day and you can wave your wand and change one thing about our industry and you don't have to worry about regulators or lobbyists or politicians or anything like that, there's one thing you get to change, what is it?(Note: There are only 9 questions noted above as Bob ended up answering one of the questions during part of a previous answer.)Come take a listen and learn more!Show notes: https://transitiontoria.com/ten-questions-on-the-future-of-the-ria-model-with-bob-veres/About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.

For the idealist, pure financial planning succumbs to a practical need to sell products which keeps it from its true potential. But times are changing.On this episode of the Elementality podcast, Reese Harper welcomes the founder of Inside Information, Bob Veres. Bob examines the changes taking place in financial planning and shares his vision of where the industry is now headed.

Few in the financial services media that have the experience and name recognition of Bob Veres—and less are as outspoken. He candidly discusses the advisory firm of the future, growth, client service, technology, and the role of financial advisors.

In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall,  provide guidance to advisors of all sizes on how to best evaluate tech tools and software, and discuss what important traits the Financial Advisor of the Future must have to survive. You'll also hear not one… but TWO Big Reveals in this episode.

#NEXTGEN21 Global Conference: https://bit.ly/globalfpconf In their thought-provoking white paper, New Frontiers in Wealth Management, Matthew Jackson and Bob Veres examine how advice firms can ensure long-term survival in a changing world. In this episode, Matthew joins to take a look at one of the challenges discussed in the paper: the three intergenerational challenges of moving from a Peak 1 firm to a Peak 2 firm. Whether they realize it or not, most firms are grappling with this challenge. Show notes at https://innovatingadvice.com/post/episode87 Join the next Video Creation Masterclass https://bit.ly/videoin2021  

Today we have Bob Veres. Bob is editor and publisher of the Inside Information guide to trends and innovations in the financial planning profession, author of The New Profession, and for 20 years was a contributing editor and columnist for Financial Planning magazine. He is also an award-winning journalist, including the Jesse H. Neal Award from the American Business Media.    Today’s topic of conversation is a big one. It’s about a tender topic...race.  The discussion has begun and won’t finish with this podcast.  We will get Bob’s perspective on the persistence of the lack of diversity and inclusion in this industry for so long.     Bob also discusses the future of the advisor/client relationship in the future, the wealth gap that exists in our society, and ways it can be narrowed and/or eliminated altogether.    Show Highlights:  Bob’s thoughts on the industry mainly being skewed towards a certain demographic and why it is such an issue not only for the provider of the financial services but particularly the consumer financial services (03:43).  Why is there still such a divide and discomfort level in 2020 within the industry? (06:23) Bob’s recommendation for solutions to fix the wealth gap with financial planning; how underserved communities can access financial planning at scale. (11:36) Bob’s idea of a department for financial planning at HBCUs. (13:03) Bob’s advice and recommendations on what services advisors should be offering and the future of the industry (15:33)  Bob’s thoughts on the brokerage/wirehouse model. (20:31) Rapidly evolving brokerage firms and the evolution of the financial industry (21:09)  Enjoying your investments along your journey (22:40)  Bob’s words of wisdom for the next generation of financial professionals (32:30)    Resources: Read the blog. If you'd like to connect with Bob, click here.  To download a copy of Bob’s 2020 Inside Information Fee Survey, click here. Are you a current or aspiring financial professional?  Click here to receive tools that will help you become a next-generation financial professional! Watch a video clip of this episode on our YouTube channel by clicking here. To receive a newsletter digest of Jumpstart community happenings, click here. Subscribe to the podcast by clicking here. Want to connect with me? Join my exclusive “tribe” by clicking here. Thanks again for listening, reading, and watching!

In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.” Matt had the pleasure of interviewing Kaylyn Melia, Chief Operating Officer at Socius Family Office and Karen Denise, Senior Director in charge of Client Service at CAPTRUST. Socius Family Office is headquartered in Ft. Lauderdale, Florida and has one office just outside of Pittsburg, Pennsylvania. With approximately 100 different client families, Socius Family Office manages approximately $550B in assets. A well-known name in the industry, CAPTRUST is headquartered in North Carolina and has over 30 locations and 721 employees. They manage roughly $400B in client assets across their various business lines. Matt, Kaylyn, and Karen’s thoughtful conversation covers just how involved operations professionals are in all aspects of a firm; they also discuss: Overview of their respective firms and the clients they service, such as Socius Family Office’s focus on young professional athletes and entrepreneurs and CAPTRUST’s concentration on foundations and institutional retirement plans The professional background of each guest and how they entered the wealth management industry Fantastic career advice from both women including Kaylyn explaining how “Small wins can add up,” and Karen reminding professionals “Don’t limit your thinking to your current role” How each firm manages growth in a profitable and scalable fashion Where each guest goes for further industry-specific education It was a great honor to record our podcast live as part of the conference. We’d like to thank Lisa Crafford of BNY Mellon Pershing and Shaun Kapusinski of HIFON for providing this opportunity. We hope you enjoy, share, and subscribe! You can listen and subscribe on Apple Podcasts, Spotify, iHeartRadio, or Stitcher. Sign up here to be notified of new practice management content added to our blog on a regular basis.

In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.” Matt had the pleasure of interviewing Kaylyn Melia, Chief Operating Officer at Socius Family Office and Karen Denise, Senior Director in charge of Client Service at CAPTRUST. Socius Family Office is headquartered in Ft. Lauderdale, Florida and has one office just outside of Pittsburg, Pennsylvania. With approximately 100 different client families, Socius Family Office manages approximately $550B in assets. A well-known name in the industry, CAPTRUST is headquartered in North Carolina and has over 30 locations and 721 employees. They manage roughly $400B in client assets across their various business lines. Matt, Kaylyn, and Karen’s thoughtful conversation covers just how involved operations professionals are in all aspects of a firm; they also discuss: Overview of their respective firms and the clients they service, such as Socius Family Office’s focus on young professional athletes and entrepreneurs and CAPTRUST’s concentration on foundations and institutional retirement plans The professional background of each guest and how they entered the wealth management industry Fantastic career advice from both women including Kaylyn explaining how “Small wins can add up,” and Karen reminding professionals “Don’t limit your thinking to your current role” How each firm manages growth in a profitable and scalable fashion Where each guest goes for further industry-specific education It was a great honor to record our podcast live as part of the conference. We’d like to thank Lisa Crafford of BNY Mellon Pershing and Shaun Kapusinski of HIFON for providing this opportunity. We hope you enjoy, share, and subscribe! You can listen and subscribe on Apple Podcasts, Spotify, iHeartRadio, or Stitcher. Sign up here to be notified of new practice management content added to our blog on a regular basis.

Een verslag van de werkreis naar BACK2Y in Birmingham. Het congres voor lifestyle financial planning in Engeland. Je hoort sprekers Matt Anderson (www.matt-anderson.com), Andre Noveas (www.lipefp.com.br), Bob Veres (www.bobveres.com), Mitch Anthony (www.mitchanthony.com), Michiekl van Vugt (www.michielvanvugt.com) en elke deelnemers! Kijk op www.nnek-kennis.nl voor het getypte reisverslag. Ps. sorry voor het slechte geluid, maar we hebben ons best gedaan. Meer informatie over

It's our first ever all-star episode as we're joined by Bob Veres of Inside Information with color commentary by Richmond's beloved Roben Farzad of NPR's Full Disclosure. We talk about Bob's book on the financial advisory profession as well as classic R&B and...why not...space travel!

Today's guest is one of the industry’s leading advisor technology gurus. The publisher of the Technology Tools for Today newsletter, Joel Bruckenstein has a nearly 20-year history of writing about advisor technology trends, from publishing regular columns in Horsesmouth, Morningstar Advisor, Financial Advisor, and Financial Planning magazines, to his own newsletter, and now his latest platform, the t3 Technology Hub. In this episode, Joel discusses recent trends in advisor technology, the results of the latest advisor software survey that he administers along with Bob Veres, and why he says that today is the “golden age” of advisor technology. He also shares the real-world challenges of implementing advisor technology in a typical firm, as well as the biggest areas where advisors can get better ROI from their technology, particularly when it comes to better utilizing CRM software for business intelligence purposes. For show notes and more visit: https://www.kitces.com/52

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

Bob Veres has long been a towering figure in the world of financial planning. He's been writing about financial planning since the early eighties and has played a key role in shaping the industry as we know it today.  In this interview, Bob shares how and why he’s worked to close the disconnect between planners’ and clients’ interests, and why he thinks financial planning could one day be a profession on par with medicine and law. We trace the changes of the profession through time, followed up with Bob’s predictions for the future.  Get the full show notes and transcript for this episode at: https://www.kitces.com/19

Do you have the right clients? This is a very topical issue for many financial planners, particularly those who have already built a business to a reasonable level. Actually, it is as important as the client selecting the right advisor. In the end there must be a mutual relationship with the parties comfortable with each other. The relationship cannot start out (but it often does) with the client simply having dollars in the bank account and some financial planning needs, and on the other side the client believing the advisor has the skills and the necessary integrity. In fact, these are all assumed to get to the point of the first meeting. Bob Veres of Inside Information (www.bobveres.com) has written a great article this month called "Segmentation or Bust" mainly directed at advisors to consider the structure of their client base.

Do you have the right clients? This is a very topical issue for many financial planners, particularly those who have already built a business to a reasonable level. Actually, it is as important as the client selecting the right advisor. In the end there must be a mutual relationship with the parties comfortable with each other. The relationship cannot start out (but it often does) with the client simply having dollars in the bank account and some financial planning needs, and on the other side the client believing the advisor has the skills and the necessary integrity. In fact, these are all assumed to get to the point of the first meeting. Bob Veres of Inside Information (www.bobveres.com) has written a great article this month called "Segmentation or Bust" mainly directed at advisors to consider the structure of their client base.