Clearing Pitfalls (in Financial Planning) with Bob Veres

Do your friends and family think of us as salesmen?  Bankers?  Insurance agents?  Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do.  Roben Farzad joins the EVO team and guest Bob Veres to talk all things Will Chamberlain (yes, the basketball player!), crepuscular animals, and subscriptions for financial planning services.

Heads up!  We struggled with audio on this podcast so bear with us, but we thought it was just too good to pass up.  You’re going to want to listen to this podcast twice!

Check it out on iTunes, Spotify, and Podbean.

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