Bob Veres E-Column: Boomerang Clients

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.