Reviews written by jakee206
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Bob a little disjointed and hard to follow this time. Maybe cause it is in the middle of tax season? Not that I don't like him, just not his best effort today.
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More Fritz, he's the new normal!
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Andy, Rick is right on this. The key point about is firm is that they don't meet with clients and are not holistic. Hence the low fees and high $ 1 million minimum.
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2011 Compliance Planning (Event)
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The New Form ADV Part 2 (Event)
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Art And Collectibles Planning (Event)
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Extremely interesting. Have him back.
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Have this again.
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Love Andy, but Brien would make a better sportscaster than either Andy or me.Go with your firm's strengths - Brien has the voice. |
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Financial Services Reform Update (Event)
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Great idea, appreciate it.
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Great topic. Slides had too many words per slide.
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Advisor Compliance Update (Event)
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Going Paperless 2.0 (Event)
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Jo Day was helpful, and likes what she does.
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Embedding Processes In Your CRM (Event)
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Julie seems quite knowledgeable. However, she might focus more on what advisors want to know, and less on how her profession views the data.
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| 22 results - showing 1 - 22 |
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