Reviews written by billm435

Compliant Social Media Marketing For Advisors

Webinars

billm435 July 08, 2010
(Updated: July 08, 2010)

5.0
Average Attendee Rating
Poor	Average	Excellent

Best info webinar in a long time. Timely topic with much needed info. The info on linking everything you do on the web was excellent.

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Silver Financial Planner

Financial Planning

billm435 June 23, 2010

Overall rating

3.5

Company

4.0

Interface

5.0

Integration

2.0

Pricing

5.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

2.0

LTC-College Planning

3.0

Estate Planning

3.0

Works great for 98% of the cases

All said above

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The 401k Upheaval And How It Affects Advisors

Webinars

billm435 January 07, 2010
(Updated: January 07, 2010)

5.0
Average Attendee Rating
Poor	Average	Excellent

Need more time to answer questions

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Increasing Operational Efficiency

Webinars

billm435 April 23, 2009
(Updated: April 23, 2009)

4.0
Average Attendee Rating
Poor	Average	Excellent

Keep presenters focused. Twitter focusing! Brevity

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After The Fall: Asset Allocation And Rebalancing

Webinars

billm435 April 09, 2009
(Updated: April 09, 2009)

5.0
Average Attendee Rating
Poor	Average	Excellent

this was excellent. I am convinced that the academic approach is superior to following the mutual fund approach and wall street's advertsing hype. Keep the academics coming....

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