Reviews written by marcs713

42 results - showing 1 - 25 1 2 Results per page:
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013 (Event)
 

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marcs713 Reviewed by marcs713
February 12, 2013

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Last updated: February 12, 2013
 
Enter Into Social Media Marketing With Confidence (Event)
 

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good content
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 4.0
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marcs713 Reviewed by marcs713
September 21, 2012

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Last updated: September 21, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012 (Event)
 

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good information
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 4.0
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marcs713 Reviewed by marcs713
September 11, 2012

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Last updated: September 11, 2012
 
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)
 

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marcs713 Reviewed by marcs713
May 18, 2012

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Last updated: May 18, 2012
 
Practice Management Ideas For RIAs (Event)
 

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 4.0
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marcs713 Reviewed by marcs713
May 17, 2012

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Last updated: May 17, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012 (Event)
 

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 5.0
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marcs713 Reviewed by marcs713
May 08, 2012

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Last updated: May 08, 2012
 
Practical Tips For RIAs To Move To The Cloud Compliantly (Event)
 

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 4.0
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marcs713 Reviewed by marcs713
April 20, 2012

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Last updated: April 20, 2012
 
Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records (Event)
 

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 4.0
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marcs713 Reviewed by marcs713
March 30, 2012

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Last updated: March 30, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012 (Event)
 

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 4.0
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marcs713 Reviewed by marcs713
January 10, 2012

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Last updated: January 10, 2012
 
Increasing Credibility With Clients (Event)
 

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good overall
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 4.0
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marcs713 Reviewed by marcs713
December 02, 2011

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Last updated: December 02, 2011
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011 (Event)
 

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I really enjoy his lectures!
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 5.0
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marcs713 Reviewed by marcs713
November 08, 2011

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Last updated: November 08, 2011
 
Introduction To Tax-Efficient Investing (Part 1) (Event)
 

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great!
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 5.0
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marcs713 Reviewed by marcs713
September 09, 2011

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

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great presentation
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 5.0
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marcs713 Reviewed by marcs713
July 29, 2011

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

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Fantastic! Bravo, you knocked the leather off the ball. Well done!
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 5.0
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marcs713 Reviewed by marcs713
April 15, 2011

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Last updated: April 15, 2011
 
Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios (Event)
 

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Did not learn much- advertisement for HiddenLevers
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 4.0
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marcs713 Reviewed by marcs713
March 18, 2011

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Last updated: March 18, 2011
 
10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors (Event)
 

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great refresher; good slides
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 5.0
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marcs713 Reviewed by marcs713
March 04, 2011

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Last updated: March 04, 2011
 
Art And Collectibles Planning (Event)
 

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Fantastic! I will probably add this to my planning for 2011.
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 5.0
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marcs713 Reviewed by marcs713
November 05, 2010

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Last updated: November 05, 2010
 
Rise Up From The Financial Crisis & Reclaim Your Power! (Event)
 

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 4.0
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marcs713 Reviewed by marcs713
August 27, 2010

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Last updated: August 27, 2010
 
The 10-Year Exit Plan: Controlling Your Future (Event)
 

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 4.0
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marcs713 Reviewed by marcs713
August 20, 2010

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Last updated: August 20, 2010
 
Portfolio Accounting & Performance Reporting Using BOSS—A PortfolioCenter Service Bureau (Event)
 

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 4.0
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marcs713 Reviewed by marcs713
August 19, 2010

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Last updated: August 19, 2010
 
Lock In Loyalty With Continuous Client Service (Event)
 

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great- I will implement!
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 5.0
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marcs713 Reviewed by marcs713
July 30, 2010

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Last updated: July 30, 2010
 
Appointing A Trust Protector To Improve Estate Plans (Event)
 

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 4.0
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marcs713 Reviewed by marcs713
June 04, 2010

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Last updated: June 04, 2010
 
Successful Marketing For Financial Advisors (Event)
 

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 5.0
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marcs713 Reviewed by marcs713
May 21, 2010

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Last updated: May 21, 2010
 
Financial Planning Outsourcing To Deepen Client Relationships (Event)
 

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 3.0
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marcs713 Reviewed by marcs713
May 20, 2010

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Last updated: May 20, 2010
 
Deeper Client Connections Through The Power Of Story (Event)
 

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 5.0
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marcs713 Reviewed by marcs713
May 14, 2010

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Last updated: May 14, 2010
 
42 results - showing 1 - 25 1 2 Results per page:
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