Mark Tibergien, CEO
Pershing Advisor Solutions, LLC, a BNY Mellon Company
If you’re not reading Bob’s Inside Information, you’re simply not keeping up with our profession. Chock full of cutting edge information and thoughtful opinions, Bob insures that his readers are on the forefront of current trends.
Evensky & Katz
Coral Gables, FL
Bob Veres delivers cutting-edge thinking and discussions with industry thought leaders and change-makers in every issue of Inside Information. He has his finger on the pulse of the major industry trends through his networking and coverage of conferences. He summarizes the best sessions, practices, and nuggets that can often only be gleaned in some amazing hallway conversations with the most thought provoking people in the business. Get the inside scoop from thought leaders around the country in one convenient, well written publication, Inside Information.
Sheryl Garrett, CFPR
Founder, Garrett Planning Network
I have been a subscriber to Bob Veres’ “Inside Information” for many years, and have been extremely pleased with the content. Bob has always been a passionate and dedicated advocate of the financial planning profession and I appreciate his observations about all areas of planning, including practice management, investments, estate planning, and other areas.
He manages to find innovative planners and investment strategies that keep us up to date on trends, as well as his vision of what the future may hold. I look forward to reading his insights each month and would recommend “Inside Information” as a valuable resource to all financial planners.
Roy Diliberto,CFP ®
RTD Financial Advisors, Inc.
Philadelphia, PA 19103
I have been a subscriber to Inside Information for years simply because the return on investment is so high. Every year I know that I am going to learn something that will clarify or redirect our practice or give insight into a technology tool of which I was unaware. I never know which issue is going to have an impact, but I always know that one will.
Founding Principal and President
Accredited Investors Inc.
For decades, Bob Veres has actively engaged the financial advisory community in ongoing conversations regarding every major issue impacting the work advisors do for their clients. Bob is thoughtful, articulate, informed—and at times when the situation calls for it, he is brave and bold. The financial services profession is lucky to have him.
Roger C. Gibson, CFA
Gibson Capital, LLC
If you enjoy reading thoughtful, well-researched, well-written and timely articles, you will enjoy the ‘Inside Information.’ In a time of online, real-time news and in a rapidly changing industry there is always the danger of confusing the signal and the noise. Bob Veres’ writing is always thought provoking, pertinent and methodical. Bob always scrutinizes, researches and looks to help the reader become better informed. Inside information is a fantastic industry resource for those who seek to understand the profession.
CEO, The Ensemble Practice
When I see Inside Information in the subject line of an e-mail, I feel like I am about to open the prize in the cracker jack box. I never know what the treat might be — a cogent summary of the “best of” sessions at a conference I could not attend, a deep dive into the creative thinking of a peer, or a battle cry for evolving the profession– but I know that the prize will be worth the price of the subscription.
Cheryl R. Holland
Abacus Planning Group, Inc.
A subscription to Inside Information is an absolute ‘must’ for all financial planners serious about their professional and business success; I read it religiously every month to stay up to date on the latest trends and developments in the financial advisory world!
The Kitces Report
Nerd’s Eye View
I count on Inside Information to keep me on top of the financial advisory business. Bob’s long form articles explore issues and developments in ways no other trade publication devotes attention. Bob’s media reviews save me an enormous amount of time. I scan through his reviews and earmark just the articles I want to spend time with (not all of which are the ones he gives a high rating). Thanks to Inside Information, I feel much more connected to what’s going on, within the time I have available to keep up with things.
Author of: Stop Asking for Referrals–A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself
The inside information services is very valuable and saves me a ton of time. I used to spend hours reading a wide variety of magazines and now I am able to read Bob’s insightful media reviews and only go to the articles that are relevant. In addition, Bob spends a considerable amount of time attending key conference and talking to thought leaders across the industry to bring those insights to the readers of inside information.
Spenser Segal, AIFA
Bob Veres’s Inside Information service keeps me on top of the important issues in our profession and it is an incredible value. It’s the best information service out there for advisors who want to be–or stay–successful in this ever-changing, ever-evolving profession. I highly recommend it and believe it is a MUST READ!
Gregory H. Friedman, MS, CFP®
Founder and President
In the early 2000’s, I changed careers from medicine to financial planning. My goal was to build an incredible financial life planning practice that delivered a great service to clients and served as a base for my passions. There were no role models in my community, so I searched nationally to learn about the best of the best. Early on, Bob Veres name popped up as the futurist of the profession. I learned much from his writing in the popular financial planning press and quickly subscribed to his newsletter. The advice is incredibly valuable. Two particular nuggets he discussed that changed my life and my practice – the value of a flat retainer model and his evaluation of coaches in our profession. I changed my fee model early on, hired a great coach, and haven’t looked back since that time. Every financial planner should make an investment in Bob’s newsletter.
Love and joy,
Carolyn McClanahan, M.D., CFP®
Life Planning Partners, Inc.
We look forward to every issue of Inside Information and read it as soon as it arrives! Bob’s synthesis of what’s happening in the industry, and his perspective on both the big picture and the small details is really interesting and valuable to us. It’s a great opportunity to hear timely insights from one of the greatest students of our profession and thought leaders of our industry.
No industry or concept evolves and grows without great thought leaders. Our segment of the business world has been fortunate over the years to have several of these exceptional icons through which wonderfully useful and practical ideas and innovations flow. In the military, we used to refer to people like Bob Veres as “force multipliers.” Bob is driven by a selfless curiosity to discover what’s working and what’s next and delivers that to all of us. He may be the most successful leverageable asset in our industry.
CEO and Founder, Lee Financial Corporation
I have subscribed to Inside Information for I-don’t-know-how-many years… likely since its inception. And I have read every page, every month! Bob Veres has his finger on the pulse on the deeper issues in the financial planning and advice profession, and does a uniquely exceptional job of peeking around corners and looking years ahead to explore where the profession might be going. Though I read many industry publications and find value in all of them, Inside Information is the one I open and read as soon as I receive it each month. And for what it’s worth, I have a lot of respect for the intelligent writing style as well. And the fact that Inside Information is ‘fee-only’ means Mr. Veres walks the talk: no advertising relationships that could potentially create a conflict of interest for the editorial content.
President, TD Ameritrade Trust Company
Managing Director of Advisor Advocacy, TD Ameritrade Institutional
Bob Veres’s Inside Information is a key resource for success in our profession. Even if one can’t agree with every point, Bob’s views are always important. I can’t think of a better commentator on the major themes in our work, present and future.
San Francisco, CA
Bob’s Inside Information newsletter provides great insight into what is really going on in the financial planning community. He consistently takes on cutting edge topics and explains them in a thoughtful way so that I can understand what it means in my practice and for my clients. With in-depth coverage of the major industry conferences, I feel like I get detailed discussions of the key topics that are covered, which is very helpful since no one can attend all of these conferences. As much of my time and effort is spent in CPA/Financial Planning circles, Bob helps me to step out of that environment and understand the perspectives from the broader financial planning community. Inside Information has become one of my “must read” resources monthly.
L.K. Benson & Co.