Reviews written by jaleneh812
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0 of 0 people found the following review helpful
Really loved the slides. Nice concise overview of different designations.
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Working With Women Of Wealth (Event)
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0 of 0 people found the following review helpful
Very interesting. Reinforced beliefs and backed it up with data. Liked the Structured Discovery Process. It's a fine balance between being authentic and thourough.
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0 of 0 people found the following review helpful
Very interesting. Covered a lot of ground and was a good refresher for some of the finer tax points I haven't worried about too much lately.
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0 of 0 people found the following review helpful
As a relatively new advisor always looking to expand my knowledge.
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0 of 0 people found the following review helpful
Always learn something new. Social Media is an area we are just dipping our toes into and know we need to take the plunge.
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0 of 0 people found the following review helpful
Great topic and timely. I have done a roadmap with TDA and am working to implement some of the recommendations.
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0 of 0 people found the following review helpful
Interesting content. Something to watch. I think it could also give some academics great data on active management and investor behavior. It is limiting from an asset allocation perspective in getting all segments of the market represented.
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0 of 0 people found the following review helpful
Awesome - good information.Sometimes it is helpful to idenify those things that "you don't know you don't know" and then provide resources to fill in the gaps.
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0 of 0 people found the following review helpful
Very relevant topic. Good overview of what's out there and what too look for. Gives me a starting point to narrow down the ones I want to explore in more detail.
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0 of 0 people found the following review helpful
I am not a technology person, but each of you having a microphone would help with the Q& A part.
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Twitter For Advisors (Event)
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0 of 0 people found the following review helpful
Very relevant, informative and well organized. One of the best webinars I have been to lately. I have an account and just didn't know what to do with it. I now have some direction.
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0 of 0 people found the following review helpful
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| 12 results - showing 1 - 12 |
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