Navigating Change: Bob Veres on Trials and Triumphs of the Financial Planning Profession – Episode #35 of NAPFA Nation

In Episode #35 of NAPFA Nation, host Marie Swift speaks with renowned industry commentator Bob Veres to discuss his newest book, A Behind-the-Scenes History of the Financial Planning Profession , a sweeping history of the profession through Veres' 45-year career. Veres explores pivotal moments that have shaped the profession, from the collapse of limited partnerships in the 1990s and the tech…