Reviews written by jakee206

22 results - showing 1 - 22 Results per page:
 
 

0 of 0 people found the following review helpful
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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4.0
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jakee206 Reviewed by jakee206
March 03, 2011

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Last updated: March 03, 2011
 
 

0 of 0 people found the following review helpful
More Fritz, he's the new normal!
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5.0
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jakee206 Reviewed by jakee206
February 17, 2011

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Last updated: February 17, 2011
 
 

0 of 0 people found the following review helpful
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5.0
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jakee206 Reviewed by jakee206
January 27, 2011

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Last updated: January 27, 2011
 
 

0 of 0 people found the following review helpful
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5.0
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jakee206 Reviewed by jakee206
January 13, 2011

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Last updated: January 13, 2011
 
 

0 of 0 people found the following review helpful
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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5.0
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jakee206 Reviewed by jakee206
January 06, 2011

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Last updated: January 06, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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jakee206 Reviewed by jakee206
December 16, 2010

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Last updated: December 16, 2010
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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jakee206 Reviewed by jakee206
November 18, 2010

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Last updated: November 18, 2010
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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jakee206 Reviewed by jakee206
November 11, 2010

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Last updated: November 11, 2010
 
 

0 of 0 people found the following review helpful
Extremely interesting. Have him back.
Rating:
 
5.0
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jakee206 Reviewed by jakee206
November 04, 2010

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Last updated: November 04, 2010
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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jakee206 Reviewed by jakee206
October 28, 2010

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Last updated: October 28, 2010
 
 

0 of 0 people found the following review helpful
Have this again.
Rating:
 
4.0
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jakee206 Reviewed by jakee206
October 21, 2010

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Last updated: October 21, 2010
 
 

0 of 0 people found the following review helpful
Love Andy, but Brien would make a better sportscaster than either Andy or me.
Go with your firm's strengths - Brien has the voice.
Rating:
 
5.0
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jakee206 Reviewed by jakee206
September 08, 2010

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Last updated: September 08, 2010
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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jakee206 Reviewed by jakee206
July 14, 2010

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Last updated: July 14, 2010
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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jakee206 Reviewed by jakee206
June 03, 2010

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Last updated: June 03, 2010
 
 

0 of 0 people found the following review helpful
Great idea, appreciate it.
Rating:
 
5.0
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jakee206 Reviewed by jakee206
May 06, 2010

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Last updated: May 06, 2010
 
 

0 of 0 people found the following review helpful
Great topic. Slides had too many words per slide.
Rating:
 
4.0
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jakee206 Reviewed by jakee206
April 22, 2010

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Last updated: April 22, 2010
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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jakee206 Reviewed by jakee206
April 15, 2010

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Last updated: April 15, 2010
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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jakee206 Reviewed by jakee206
March 25, 2010

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Last updated: March 25, 2010
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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jakee206 Reviewed by jakee206
March 04, 2010

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Last updated: March 04, 2010
 
 

0 of 0 people found the following review helpful
Jo Day was helpful, and likes what she does.
Rating:
 
4.0
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jakee206 Reviewed by jakee206
November 12, 2009

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Last updated: November 12, 2009
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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jakee206 Reviewed by jakee206
November 05, 2009

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Last updated: November 05, 2009
 
 

0 of 0 people found the following review helpful
Julie seems quite knowledgeable. However, she might focus more on what advisors want to know, and less on how her profession views the data.
Rating:
 
4.0
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jakee206 Reviewed by jakee206
October 22, 2009

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Last updated: October 22, 2009
 
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