Modern Financial Planning with Bob Veres
Jul 22, 2022•57 min
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Episode description
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!
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