Reviews written by polarbear
3.0 |
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wish I could get a better feel for "how" to begin to offer MFO type services to my higher end (say over $10MM) clients to act as more glue in...
5.0 |
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This was one of the most important learning hours in my professional life as an advisor. The new SEC regulatory environment is now so much more complex and scary that...
5.0 |
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Excellent.
5.0 |
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Scary but important to hear information that (at least for me) as an RIA has been unavailable before and even better - actionable information to help me better comply with...
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3.0 |
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don't agree with the premis of the webinar that tactical asset allocation - market timing over the long run in the real world just does NOT work!
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polarbear
January 31, 2010
the industry standard in portfolio accounting software
I used to use Captools Pro for 18 years. Was very hard to learn but (in its latest iteration) had wonderful customization - especially for reporting. But it had NO...
polarbear
January 31, 2010
intuative, powerful, and client friendly financial planning software
Used to use Moneytree. Switched to Moneyguidepro several years ago and haven't looked back. Very intuative and easy to use. Clients seem to find reports intuative and easy to understand...
polarbear
January 31, 2010
decent and very inexpensive CRM with lots of connectivity to other software
used Junxure before. was overkill for small office. was looking for a cloud based CRM solution. Redtail fit the bill. Been using for a couple of years now and the...
5.0 |
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The Q&A (again!) was incredible. What I learned about trust protector being able to materially change estate plan AFTER death with proper trust language and powers was mind blowing -...
5.0 |
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5.0 |
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scary new 401k advising environment. thanks for this special education and information - especially to Mary Rowland - who is such a wonderful knowledgeable resource to the investent advisory community....
4.0 |
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4.0 |
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5.0 |
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4.0 |
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4.0 |
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5.0 |
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5.0 |
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fantastic + extremely useful - one of the BEST you have ever hosted. full of very useful + actionable items.
5.0 |
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5.0 |
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Chris Wynn clearly laid out the scary issues related to cybersecurity and RIA's. THe real work though is implimenting rigorous (adequate) procedures - which is something I would love to...
5.0 |
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Frizt is excellent (as always) in presenting a positive long-term oriented economic analysis and snapshot of the world which I find pleasantly then easy to share with my clients...
5.0 |
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Frizt is excellent (as always) in presenting a positive long-term oriented economic analysis and snapshot of the world which I find pleasantly then easy to share with my clients...
4.0 |
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interesting + thoughtful presentation - but do not know how useful it was from a practical standpoint. Megatrends (good + bad) are so big + long-tailed that when we are...
