The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Industry Guru Bob Veres on Achieving Excellence and Building the Advisory Firm of the Future

September 17, 2021

Few in the financial services media that have the experience and name recognition of Bob Veres—and less are as outspoken. He candidly discusses the advisory firm of the future, growth, client service, technology, and the role of financial advisors.