Book details

  • Genre:history
  • Sub-genre:Essays
  • Language:English
  • Pages:764
  • Hardcover ISBN:9798317808044

A Behind-the-Scenes History of the Financial Planning Profession

My 45-Year Journey as an Insider

Overview

This is the story of the slow, painful, exhilarating evolution of the financial planning profession: a small candle of idealism which has, against all odds, defined new standards for financial advice and provided many thousands of consumers with a guided journey from quite financial desperation to prosperity. It is a history that goes beyond the dry facts and dates and milestones, offering the backstories and the personalities that have shaped the profession over more than four decades—and how they have overcome the many obstacles put in their path by the brokerage industry and the regulators under their control. More importantly, it's your story as you take the progress, and the professionalism, and the standards of care forward to the fill the next chapters of this remarkable evolution in financial services.
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Description

This is the story of the slow, painful, exhilarating evolution of the financial planning profession: a small candle of idealism which has, against all odds, defined new standards for financial advice and provided many thousands of consumers with a guided journey from quite financial desperation to prosperity. It is a history that goes beyond the dry facts and dates and milestones, offering the backstories and the personalities that have shaped the profession over more than four decades—and how they have overcome the many obstacles put in their path by the brokerage industry and the regulators under their control.
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About The Author

Bob Veres is perhaps the most well-known commentator in the Financial Planning profession, having served as a contributing editor at Financial Planning Magazine, the Journal of Financial Planning, Investment Advisor magazine and the Advisor Perspectives online service. He publishes a monthly periodical called Inside Information for roughly 1,000 direct subscribes and the XY Planning Network membership (group subscription), and currently writes a monthly column for the National Association of Personal Financial Advisors publication called NAPFA News. Mr. Veres has been a keynote presenter at the FPA National Conference, the Northern California Regional Conference, the T3 Conference, the AICPA Engage Conference, the NAPFA National conference and various TD Ameritrade conferences—along with FPA chapter annual meetings and regional NAPFA meetings. For some unknown reason, he is one of those people who has a bio on the right side of the Google page when you look for 'Bob Veres' on the Internet. He is a winner of the ASBPE's Albee award for excellence in B2B Media, and the Jesse H. Neal Award for his professional columns, awarded by American Business Media for excellence in the field of specialized journalism. Mr. Veres has won the Heart of Financial Planning award from the Financial Planning Association, and was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors. Mr. Veres is the author of five novels (under the name 'Robert Veres'), and The New Profession, which offers practical insights into life and practicing as a financial planner.
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