Bob Veres Inside Information: Sept. 2020
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Bob Veres Inside Information: Sept. 2020

1 year ago ·

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Bob Veres mentions a way to add significant value to clients who are facing challenges in life. In the Sept. 2020 issue, you will find this technique discussed along with the following articles:

  • When people encounter stressful transitions or environments like the current one, they lose cognitive func­tion. Start by “getting on the balcony” to see the big picture, and help clients defer potentially disastrous decisions.

  • Portfolio Management: A high-end portfolio management software solution is profiled at a midsized price.

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