Bob Veres on “Smarting up Onboarding”

2024-05-19T16:03:07-04:00

Bob Veres highlights Andes Wealth Technologies as a pioneering tool that not only deepens client engagements but also supports advisors in making defensible, personalized portfolio recommendations that resonate with clients' unique investment needs and preferences. Check out the full article by Bob Veres in Inside Information here.