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Professional Insights

Bob Veres E-Column: Support in Crisis

Mar 23, 2020 · 5 min read

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In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.

I’m sure you don’t have to be told that we—and I mean not just the planning profession, but the country and the world—are in a big awful mess. The Covid-19 virus has disrupted everything: the health and safety of us and our friends, relatives and clients, the economy and client portfolios.

It reminds me of stories my

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