Reviews written by douglasc585

22 results - showing 1 - 22 Results per page:
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013 (Event)
 

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great perspective; I didn't like his negative comments about tactical approaches
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 4.0
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douglasc585 Reviewed by douglasc585
May 14, 2013

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Last updated: May 14, 2013
 
The Rising Tide Of Expectations For Financial Advisors (Event)
 

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 4.0
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douglasc585 Reviewed by douglasc585
April 12, 2013

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Last updated: April 12, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013 (Event)
 

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 4.0
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douglasc585 Reviewed by douglasc585
April 09, 2013

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Last updated: April 09, 2013
 
New, Improved Methods For Optimizing Retirement Income (Event)
 

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 4.0
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douglasc585 Reviewed by douglasc585
March 29, 2013

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Last updated: March 29, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For March 2013 (Event)
 

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Rating:
 
 5.0
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douglasc585 Reviewed by douglasc585
March 12, 2013

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Last updated: March 12, 2013
 
A New Approach To Safe Retirement Withdrawal Rates (Event)
 

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 4.0
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douglasc585 Reviewed by douglasc585
February 15, 2013

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Last updated: February 15, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013 (Event)
 

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Rating:
 
 4.0
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douglasc585 Reviewed by douglasc585
February 12, 2013

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Last updated: February 12, 2013
 
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)
 

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THis was a terrific presentation; I appreciated the different views and approaches to the data. A little too academic, but excellent data and perspective. The big question is how do I use the info in a practical way?
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 5.0
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douglasc585 Reviewed by douglasc585
May 18, 2012

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Last updated: May 18, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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Rating:
 
 4.0
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douglasc585 Reviewed by douglasc585
February 10, 2012

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Last updated: February 10, 2012
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)
 

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excellent; I've been looking for pricing guidance for a long time. wonderful references to turnkey vendors
Rating:
 
 5.0
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douglasc585 Reviewed by douglasc585
January 13, 2012

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Last updated: January 13, 2012
 
Letting Prospects Sell Themselves (Event)
 

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excellent
Rating:
 
 5.0
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douglasc585 Reviewed by douglasc585
September 16, 2011

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Last updated: September 16, 2011
 
August 2011 Economy Update From Fritz Meyer (Event)
 

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excellent; actually fewer slides shown longer may have been more helpful.
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 5.0
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douglasc585 Reviewed by douglasc585
August 09, 2011

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Last updated: August 09, 2011
 
Building A Better Balanced Portfolio (Event)
 

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Rating:
 
 4.0
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douglasc585 Reviewed by douglasc585
April 08, 2011

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Last updated: April 08, 2011
 
Helping Business Owners Plan Their Exit Strategy (Event)
 

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 5.0
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douglasc585 Reviewed by douglasc585
February 04, 2011

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Last updated: February 04, 2011
 
Transform Your 401(k) Advice Business (Event)
 

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 5.0
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douglasc585 Reviewed by douglasc585
December 10, 2010

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Last updated: December 10, 2010
 
The New Form ADV Part 2 (Event)
 

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excellent
Rating:
 
 5.0
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douglasc585 Reviewed by douglasc585
November 12, 2010

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Last updated: November 12, 2010
 
Improve Returns With Liquid Alternative Investments (Event)
 

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I was hoping for info on commission-based C-share funds
Rating:
 
 3.0
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douglasc585 Reviewed by douglasc585
October 15, 2010

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Last updated: October 15, 2010
 
Managing Email Overload: Tips From An Email Best-Practices Consultant (Event)
 

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Rating:
 
 4.0
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douglasc585 Reviewed by douglasc585
September 24, 2010

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Last updated: September 24, 2010
 
Lock In Loyalty With Continuous Client Service (Event)
 

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Rating:
 
 4.0
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douglasc585 Reviewed by douglasc585
July 30, 2010

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Last updated: July 30, 2010
 
What Is Your Firm Really Worth? Here's The Ugly Truth (Event)
 

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Rating:
 
 5.0
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douglasc585 Reviewed by douglasc585
July 23, 2010

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Last updated: July 23, 2010
 
Document Management For New RIAs (Event)
 

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excellent
Rating:
 
 5.0
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douglasc585 Reviewed by douglasc585
April 15, 2010

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Last updated: April 15, 2010
 
The 401k Upheaval And How It Affects Advisors (Event)
 

0 of 0 people found the following review helpful
reading opinion "questions" is a waste, i.e. someone's negative opinion of mutual fund companies; answers to actual questions enhanced the educational value of the presentation
Rating:
 
 4.0
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douglasc585 Reviewed by douglasc585
January 08, 2010

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Last updated: January 08, 2010
 
22 results - showing 1 - 22
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