Inside Information - A Message from Bob Veres

Message from Bob Veres

What is Inside Information?  Broadly speaking, it has become a leading information source for the elite of the financial planning/financial services profession--that is, for the few members of the overall community who take themselves seriously as professionals, and who are constantly looking for ways to improve their businesses, and their service to clients.   

There are two major components to the service: a monthly newsletter (
Inside Information), and four monthly reviews of articles in the major trade publications in the financial planning space.  The former is designed to keep you up to date on significant practice management and client service information and innovations.  The latter is designed to save you hours of reading time each month--giving you time for more productive activities. 

You should always approach a new reading commitment--or service--with caution; your time is valuable and limited.  


I always welcome feedback, comments and especially new article ideas.  You can reach me, the editor of the Inside Information service, at: 

Bob Veres


Inside Information

Note: Access to Inside Information is a benefit of PFP/PFS membership, which is an individual membership. If your peers would like access to this newsletter service, they can either purchase directly from Bob Veres or sign up for PFP membership