Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres
Financial Advisor Success · Michael Kitces
Audio is streamed directly from the publisher (media.blubrry.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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