In Episode #25 of NAPFA Nation, host Marie Swift speaks with Bob Veres, Publisher of Inside Information and co-producer of Bob Veres' Insider's Forum.

The conversation focuses on the latest trends for fiduciary advisors and their clients. Veres shares some AI use cases for financial professionals and the potential SEC response. He discusses new automation that advisory firms are experiencing and the changes they may implement to grow effectively and focus on client services. Veres also shares how some advisors are revolutionizing the process behind client relationships. He tells the story of a fiduciary advisor who utilized a creative marketing strategy that paid off, discussing what firms can do to gain a competitive advantage as they fight against the big marketing budgets wielded by large brokerage firms.

-    Latest trends for fiduciary advisors
-    Innovative use of artificial intelligence
-    Managing compliance concerns
-    The organic growth imperative
-    Building client relationships
-    Creative marketing tactics
-    How to stand out as a fiduciary advisor

Bob Veres is one of the most influential thought leaders, authors, and industry commentators in the financial planning profession. As the producer of Inside Information, Veres provides financial advisors with access to the most relevant and actionable insights shaping the profession. Veres empowers financial planners to elevate their practices by embracing innovative strategies in practice management, marketing, investments, and technology.  

In addition to his work with Inside Information, Veres co-produces the highly regarded Insider’s Forum conference alongside Jean Sinclair, CFP®. This unique event serves as a real-world extension of his digital platform, creating a space for advisors to connect, learn, and explore the evolving landscape of financial services.  

A sought-after keynote speaker, Veres is known for his forward-thinking presentations on the future of the financial planning profession. He is in demand as a speaker at various conferences, including the AICPA & CIMA Personal Financial Planning Summit, the T3 Technology Tools for Today Conference, FPA NorCal, FPA Retreat, NAPFA, and many more. 

Veres’s expertise has also been immortalized in his book, The New Profession, which outlines a vision for the future of financial planning. Beyond his professional work, Veres is a novelist, having authored four books: Song of the Universe, The Root of All Evil, Conversations With My Daughter, and South of Maya.

Learn more at BobVeres.com and InsidersForum.com