The LIBRARY

THE 'WISDOM AND VALUES' ESTATE
A new life planning process addresses the most complicated area of financial planning. - By Bob Veres, as known by David Lewis.

I probably met Bob eighteen to twenty years ago at a conference somewhere. He has been an excellent speaker at many events; often with brilliant insights into the evolution of my profession. We have talked privately and exchanged emails. He is always exploring the attitudes and thoughts of financial advisors wherever he finds them. In return, we get high definition reflections of our profession, with all our positive and negative attributes.

There is no doubt Bob has influenced my personal approach to many subjects. Possibly, his influence contributed to the first day I said There is more to money than money®. I consider Bob my friend and a friend to financial services. I hope you find insights that help you when you click the title below to read his article.

Download The 'Wisdom and Values' Estate PDF (204kb)