Bob Veres E-Column: Boomerang Clients
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Bob Veres E-Column: Boomerang Clients

1 year ago · 3 min read

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In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.

As most of you know, I’ve been writing regular articles pointing out the various disruptions in advisor businesses due to the pandemic: with enhanced client communications, with the dynamics of having everybody working remotely, and soon with the various unexpected challenges to rebalancing and tax-loss harvesting protocols during a rapid fall and rise again in the markets.

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