About our guest…

Bob Veres 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 all together.

What we talked about…

🎙️Why is there still such a divide and discomfort level in 2020 within the industry?

🎙️Bob’s idea of a department for financial planning at HBCUs

🎙️Thoughts on the brokerage/wirehouse model

🎙️Enjoying your investments along your journey

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