In his brilliant white paper, The Future of the Financial Advisory Business (which can be downloaded without cost at (, Bob Veres says that independent advisors are facing the doorway into a new evolutionary stage of their profession.

“In contrast to the random processes of evolution in the natural world, advisory firms will have opportunities to choose how (or if) they adapt; indeed, a central thesis of this report is that success, prosperity, growth, efficiency and dramatically improved client services will be largely a matter of choice, and the ability to make the right choices will critically depend on understanding the nature of the new landscape and the trends that are shaping it,” Veres says.

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