Bob Veres takes you inside Touchstone Pathway
“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 (bobveres.com) 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.
Engage Your Clients at a Deeper Level
No credit card required. 30 day trial.