Reviews written by Patricia

49 results - showing 1 - 25 1 2 Results per page:
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2012 (Event)
 

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 5.0
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Patricia Reviewed by Patricia
November 13, 2012

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Last updated: November 13, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012 (Event)
 

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 5.0
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Patricia Reviewed by Patricia
October 09, 2012

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Last updated: October 09, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012 (Event)
 

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 5.0
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Patricia Reviewed by Patricia
August 14, 2012

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Last updated: August 14, 2012
 
How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps (Event)
 

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I liked it for the most part; I'm beginning to use mind maps in my own practice (I use MindJet on the iPad) especially for clients who do NOT have a linear thought process! I think the title perhaps made people believe that this would be a presentation on using this tool with prospective clients - it would be great to have such a session. There are a lot of ways to work with mindmaps just to get client thinking organized - not so necessary to have it link to everything (I use Worldox for that).
Rating:
 
 3.0
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Patricia Reviewed by Patricia
July 27, 2012

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Last updated: July 27, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012 (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
July 10, 2012

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Last updated: July 10, 2012
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

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 5.0
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Patricia Reviewed by Patricia
June 08, 2012

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Last updated: June 08, 2012
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
June 08, 2012

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Last updated: June 08, 2012
 
Taxation Of Securities Transactions (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
May 11, 2012

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Last updated: May 11, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012 (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
May 08, 2012

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Last updated: May 08, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012 (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
March 13, 2012

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Last updated: March 13, 2012
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
March 09, 2012

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Last updated: March 09, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012 (Event)
 

0 of 0 people found the following review helpful
already subscribing to slide shows, hence "no" answer below
Rating:
 
 5.0
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Patricia Reviewed by Patricia
February 14, 2012

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Last updated: February 14, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
February 10, 2012

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Last updated: February 10, 2012
 
Income & Estate Tax Strategies For The Year (Event)
 

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Rating:
 
 4.0
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Patricia Reviewed by Patricia
February 03, 2012

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Last updated: February 03, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012 (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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Patricia Reviewed by Patricia
January 10, 2012

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Last updated: January 10, 2012
 
2012 Compliance Priorities For RIAs (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
January 06, 2012

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Last updated: January 06, 2012
 
Monitoring And Managing Retirement Income Portfolios Professionally (Event)
 

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too lightweight - nothing I didn't already know
Rating:
 
 2.0
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Patricia Reviewed by Patricia
November 18, 2011

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Last updated: November 18, 2011
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011 (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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Patricia Reviewed by Patricia
November 08, 2011

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Last updated: November 08, 2011
 
Fritz Meyer's Economic Update And Investment Outlook For October 2011 (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
October 11, 2011

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Last updated: October 11, 2011
 
Trumpet Inc.
Consultants
 

They Know Your Business

0 of 0 people found the following review helpful
The less time that I spend trying to find things, figure out how to organize things, and figure out where to file things, the better off I am! I can now save and retrieve documents with one or two mouse clicks! Watch the videos on their Web site to see how easy document management can be. Requires a considerable upfront commitment of your time and energy, but really worth it.
Overall rating: 
 
 5.0
Overall Satisfaction:
 
 5.0
Customer Service:
 
 5.0
Technical Knowledge:
 
 5.0
Qualifications Of Personnel:
 
 5.0
Range Of Services Offered:
 
 5.0
Financial Advisor Experience:
 
 5.0
Expertise In Area(s) Of Specialization:
 
 5.0
Response Time:
 
 5.0
Affordability:
 
 5.0
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Patricia Reviewed by Patricia
August 20, 2011

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August 2011 Economy Update From Fritz Meyer (Event)
 

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so helpful as always!
Rating:
 
 5.0
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Patricia Reviewed by Patricia
August 09, 2011

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Last updated: August 09, 2011
 
Harold Evensky On What's New In Wealth Management (Event)
 

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Rating:
 
 5.0
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Patricia Reviewed by Patricia
July 29, 2011

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Last updated: July 29, 2011
 
July 2011 Economy Update With Fritz Meyer (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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Patricia Reviewed by Patricia
July 12, 2011

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Last updated: July 12, 2011
 
ByAllAccounts
Account Aggregation
 

Helpful addition to the planner's tool box

0 of 0 people found the following review helpful
I'll be wanting to use this more extensively, for liability as well as asset data; hoping it will integrate with ProTracker at some point for that.
Overall rating: 
 
 4.0
Breadth Of Data Aggregated:
 
 5.0
Advisor Dashboard:
 
 4.0
Client Dashboard:
 
 4.0
Overall Data Quality:
 
 4.0
Investment Data Quality:
 
 5.0
Bank Account And Other Asset Data Quality:
 
 3.0
Insurance Policy Data Quality:
 
 3.0
Credit Card Data Quality:
 
 3.0
Other Liabilities Data Quality:
 
 3.0
Portfolio Accounting Integration:
 
 5.0
Financial Planning Integration:
 
 3.0
CRM Integration:
 
 3.0
Data Scrubbing:
 
 4.0
Security:
 
 5.0
Training:
 
 4.0
Support:
 
 4.0
Pricing:
 
 5.0
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Patricia Reviewed by Patricia
May 25, 2011

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Financial Computer Services
Consultants
 

A great resource!

1 of 1 people found the following review helpful
I especially appreciate the amount of time Brian will spend with you.
Overall rating: 
 
 5.0
Overall Satisfaction:
 
 5.0
Customer Service:
 
 5.0
Technical Knowledge:
 
 5.0
Qualifications Of Personnel:
 
 5.0
Range Of Services Offered:
 
 5.0
Financial Advisor Experience:
 
 5.0
Expertise In Area(s) Of Specialization:
 
 5.0
Response Time:
 
 5.0
Affordability:
 
 5.0
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Patricia Reviewed by Patricia
May 25, 2011

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