Bob Veres Future for Wealth Management

Webinar Replay: The Future for Wealth Management with Bob Veres

Bob Veres, Business Leader and Author, joined us on May 16th to share a unique look at the Future for Wealth Management and his 10 Keys to the Profession’s Future.  Feedback was extremely positive, with 100% of survey participants rating it Useful or Very Useful.

Watch the webinar now.

Bob Veres delivers practice-shaping insights on the future of wealth management

Bob delivered practice-shaping insights and calls to action for the future of wealth management. He touched on a number of topics, including:

  • A new client generation – the blue ocean of younger prospects
  • Specialization and niches – identifying clients who might benefit from specialized advice and services
  • A value-prop shift from managing assets to planning
  • Longevity – living to 115
  • Stressing retirement plans
  • And much more

There were also many actionable solutions offered by The Modernist Advisor including a series of steps advisors can take to achieve purposeful growth in the post-DOL world. One of the niches that was talked about extensively was retirement income planning for boomers that transcends investment strategies. The Modernist Advisor offered a complementary “Stress Test” that advisors could use to determine how Retirement Alpha could improve portfolio performance.

Check out the replay for more.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *