Reviews written by christopherj858

24 results - showing 1 - 24 Results per page:
 
Taxation Of Securities Transactions (Event)
 

0 of 0 people found the following review helpful
Relevent given rise in some tech company values/options, and he condensed complex issues into digestible nuggets.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
May 11, 2012

Report this review
 
Last updated: May 11, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012 (Event)
 

0 of 0 people found the following review helpful
Not as helpful info as in the past sessions, lots of babble type info
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
May 08, 2012

Report this review
 
Last updated: May 08, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012 (Event)
 

0 of 0 people found the following review helpful
Fritz is getting a bit repetitive with MPT stuff...
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
April 10, 2012

Report this review
 
Last updated: April 10, 2012
 
Gresham's Model For A Healthy Relationship With Money (Event)
 

0 of 0 people found the following review helpful
Way too general to be of much practical use!
Rating:
 
 3.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
March 23, 2012

Report this review
 
Last updated: March 23, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012 (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
March 13, 2012

Report this review
 
Last updated: March 13, 2012
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals (Event)
 

0 of 0 people found the following review helpful
v good
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
March 09, 2012

Report this review
 
Last updated: March 09, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 3.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
February 10, 2012

Report this review
 
Last updated: February 10, 2012
 
Income & Estate Tax Strategies For The Year (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
February 03, 2012

Report this review
 
Last updated: February 03, 2012
 
Life Settlements: Understanding The Process, Avoiding The Pitfalls (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 3.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
January 20, 2012

Report this review
 
Last updated: January 20, 2012
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)
 

0 of 0 people found the following review helpful
OK, pretty well organized...
Rating:
 
 3.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
January 13, 2012

Report this review
 
Last updated: January 13, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012 (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
January 10, 2012

Report this review
 
Last updated: January 10, 2012
 
Art And Collectibles Planning (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 2.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
November 05, 2010

Report this review
 
Last updated: November 05, 2010
 
A New Approach To Estate Planning (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 3.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
October 29, 2010

Report this review
 
Last updated: October 29, 2010
 
Asset Protection Using Domestic Trusts (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
October 22, 2010

Report this review
 
Last updated: October 22, 2010
 
A Low-Cost Portfolio Reporting Solution For Independent Advisors (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 3.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
July 15, 2010

Report this review
 
Last updated: July 15, 2010
 
Trends In Family Offices And Multi-Family Offices (Event)
 

0 of 0 people found the following review helpful
terrible; content only slightly helpful; no real insight
Rating:
 
 2.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
April 23, 2010

Report this review
 
Last updated: April 23, 2010
 
Secure Solutions To Protect Client Data And Comply With New Privacy Laws (Event)
 

0 of 0 people found the following review helpful
would have been good to have attorney talk about the actual laws that apply and case history...
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
April 02, 2010

Report this review
 
Last updated: April 02, 2010
 
Goldmine
CRM Software
 

Excellent General Purpose CRM -- Needs Customization for RIAs

0 of 0 people found the following review helpful
Potential to be excellent tool if you're willing to customize.
Overall rating: 
 
 3.2
Company :
 
 4.0
Software Support :
 
 3.0
Investment Tracking :
 
 3.0
Insurance Tracking :
 
 3.0
Workflow Management :
 
 3.0
Productivity :
 
 4.0
Client Portal :
 
 1.0
Integration :
 
 3.0
Security :
 
 4.0
Pricing:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
February 24, 2010

Report this review
 
 
ETFs: The Good, Bad and Misunderstood (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
February 19, 2010

Report this review
 
Last updated: February 19, 2010
 
2010 Compliance Planning For RIAs (Event)
 

0 of 0 people found the following review helpful
Very broad overview, would have liked more specific coverage of SEC focus and changes for 2010
Rating:
 
 3.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
October 30, 2009

Report this review
 
Last updated: October 30, 2009
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

0 of 0 people found the following review helpful
Fritz is getting a bit repetitive with MPT stuff...
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
July 17, 2009

Report this review
 
Last updated: July 17, 2009
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

0 of 0 people found the following review helpful
Not as helpful info as in the past sessions, lots of babble type info
Rating:
 
 4.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
July 17, 2009

Report this review
 
Last updated: July 17, 2009
 
Compliance Issues Posed By LinkedIn, Blogs, And Social Networking (Event)
 

0 of 0 people found the following review helpful
Subject is more simple that originally seemed so don't think could improve.
Rating:
 
 3.0
Was this review helpful to you?
Yes No
christopherj858 Reviewed by christopherj858
April 03, 2009

Report this review
 
Last updated: April 03, 2009
 
24 results - showing 1 - 24
Powered by jReviews

Login