This special report from Bob Veres addresses the pathology of our age in the financial planning/investment advisory profession. The report discusses causes of burnout and solutions, including: change your mindset, force yourself to take time for yourself, change your routine, change your environment, be more intentional with your clients, outsource your workload, find someone to take over routine chores, learn the joys of mentorship, and scale back. Access to content from Bob Veres (including his monthly newsletter, Inside Information) is a benefit of PFP/PFS membership, which is an individual membership. If your colleagues would like access to this newsletter service, they can either purchase directly from Bob Veres or sign up for PFP membership. Save $50 on your first year of membership when you enter promocode CPALDPFP at checkout.
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