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Bob Veres takes you inside Touchstone Pathway

Picture of Bob Veres, noted author, consultant and commentator in the financial advising industry

“The surveys seem to help clients self-assess where they are and where they want to be in a much more precise way than the anecdotal discovery process could possibly do.” – Bob Veres

We were thrilled and honored when renowned commentator, author, and consultant Bob Veres ( reviewed Touchstone Pathway in the February, 2018 edition of Inside Information, a monthly newsletter for financial advisers. Download the pdf to get an objective, hands-on tour of Touchstone Pathway.

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