Reviews written by meridianfinancial

23 results - showing 1 - 23 Results per page:
 
New, Improved Methods For Optimizing Retirement Income (Event)
 

0 of 0 people found the following review helpful
excellent tool. very innovative. timely.
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
March 29, 2013

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Last updated: March 29, 2013
 
Keebler’s Analysis Of 2013 Tax Planning Opportunities (Event)
 

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Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
March 01, 2013

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Last updated: March 01, 2013
 
A New Approach To Safe Retirement Withdrawal Rates (Event)
 

0 of 0 people found the following review helpful
great addition to the whole retirement planning discussion. Have never seen actual modelling of SPIA and GLWD with stocks/bonds
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
February 15, 2013

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Last updated: February 15, 2013
 
Why Financial Advisory Practices Fail To Reach Their Full Potential: The E-Myth And Advisors (Event)
 

0 of 1 people found the following review helpful
It is always hard to work on your business when you are really busy working in the business. All good stuff mentioned today.
Rating:
 
 4.0
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meridianfinancial Reviewed by meridianfinancial
February 01, 2013

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Last updated: February 01, 2013
 
With Interest Rates Expected To Rise, Should You Avoid Bonds? (Event)
 

0 of 0 people found the following review helpful
Love his research. REad alot of his writing in professional journals. Really liked todays webinar.
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
January 25, 2013

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Last updated: January 25, 2013
 
Practitioner Forum: RIAs Acquiring RIAs: Challenges, Due Diligence, Deal Structure (Event)
 

0 of 0 people found the following review helpful
Good basic information.
Rating:
 
 4.0
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meridianfinancial Reviewed by meridianfinancial
January 18, 2013

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Last updated: January 18, 2013
 
Three Requirements For Advisors To Make Money And Technology To Support It (Event)
 

0 of 0 people found the following review helpful
great material that needs to be repeated at regular intervals.
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
October 26, 2012

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Last updated: October 26, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012 (Event)
 

0 of 0 people found the following review helpful
very informative
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
October 09, 2012

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Last updated: October 09, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012 (Event)
 

0 of 0 people found the following review helpful
very informative as always
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
September 11, 2012

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Last updated: September 11, 2012
 
Year End Income Tax Planning (Event)
 

0 of 0 people found the following review helpful
timely
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
September 07, 2012

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Last updated: September 07, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012 (Event)
 

0 of 0 people found the following review helpful
I love these webinars. He brings in other data I don't look at such as BEA data and the Economist cover. I am hesitating on the slides becasue I don't know how much time it would take to go tot eh backoffice and do what i need to do.
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
May 08, 2012

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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
Great. Covered tons of angles to evaluate where we are and help us develop our investment thesis going forward. I look at many of the same charts but really appreciate someone elses viewpoint.
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
April 10, 2012

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

0 of 0 people found the following review helpful
Excellent timely and informative. I have one DB/DC plan and want to approach other small plans for ALL the reasons he stated. My plan was paying 3% from Lincoln and the sponsor thought it was free. Everything Apollo said was right on the mark.
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
January 13, 2012

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Last updated: January 13, 2012
 
September 2011 Economy Update From Fritz Meyer (Event)
 

0 of 0 people found the following review helpful
Extrmemly informative, to the point, very useful
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
September 13, 2011

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Last updated: September 13, 2011
 
Morningstar Office
Portfolio Management
 

has allowed me to be much more efficient. very happy

1 of 1 people found the following review helpful
My practice is so much more efficient with this product. They welcome feedback and continuously udate the software.
Overall rating: 
 
 3.9
Company:
 
 5.0
Technology Support:
 
 5.0
Reconcilliation:
 
 5.0
Financial Institution Interfaces:
 
 5.0
Reports:
 
 5.0
Fixed Income:
 
 3.0
Tax Lot Accounting:
 
 5.0
Trading:
 
 2.0
Integrations:
 
 2.0
Security:
 
 5.0
Hosting:
 
 2.0
Pricing:
 
 3.0
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meridianfinancial Reviewed by meridianfinancial
February 18, 2011

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Asset Protection Using Domestic Trusts (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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meridianfinancial Reviewed by meridianfinancial
October 22, 2010

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Last updated: October 22, 2010
 
Managing Email Overload: Tips From An Email Best-Practices Consultant (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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meridianfinancial Reviewed by meridianfinancial
September 24, 2010

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Last updated: September 24, 2010
 
Privacy Law, Data Security And Financial Advisors (Event)
 

0 of 0 people found the following review helpful
recommendations for software solutions
Rating:
 
 4.0
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meridianfinancial Reviewed by meridianfinancial
November 20, 2009

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Last updated: November 20, 2009
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

0 of 0 people found the following review helpful
Great. Covered tons of angles to evaluate where we are and help us develop our investment thesis going forward. I look at many of the same charts but really appreciate someone elses viewpoint.
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
July 17, 2009

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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
I love these webinars. He brings in other data I don't look at such as BEA data and the Economist cover. I am hesitating on the slides becasue I don't know how much time it would take to go tot eh backoffice and do what i need to do.
Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
July 17, 2009

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Last updated: July 17, 2009
 
Life Planning And The Financial Crisis (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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meridianfinancial Reviewed by meridianfinancial
May 22, 2009

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Last updated: May 22, 2009
 
Using LinkedIn To Attract New Clients (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
May 01, 2009

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Last updated: May 01, 2009
 
Increasing Operational Efficiency (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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meridianfinancial Reviewed by meridianfinancial
April 24, 2009

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Last updated: April 24, 2009
 
23 results - showing 1 - 23
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