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:
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!
HUGE Podcast Announcement: Guess what is about to happen?
CFFP #71 - The Benefits of Community in Mentorship
CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond
CFFP #70 - Building Communication Skills in Financial Services
CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA
CFFP #69 - Transferrable Skills as a Career Changer
CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland
CFFP #68 - Engaging Empathetically with Your Clients
CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC®
CFFP #67 - Why Psychological Understanding is Important as a CFP
CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP®
CFFP #66 - Establishing Trust in Financial Services
CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP®
CFFP #65 - Financial Planning is a Lateral Field
CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP®
CFFP #64 - The Two Sets of Eyes in Financial Services
CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy
CFFP #63 - What Really Counts in Your Skillset
CFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP®, EA
CFFP Season 7 Teaser
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money