Reviews written by Jeff

50 results - showing 1 - 25 1 2 Results per page:
 
What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS? (Event)
 

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Worthwhile to know, even if low attendance. Might do a CPWA now.
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 4.0
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Jeff Reviewed by Jeff
April 26, 2013

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Last updated: April 26, 2013
 
The Rising Tide Of Expectations For Financial Advisors (Event)
 

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 5.0
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Jeff Reviewed by Jeff
April 12, 2013

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Last updated: April 12, 2013
 
Year End Income Tax Planning (Event)
 

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All was SO valuable.
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 5.0
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Jeff Reviewed by Jeff
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)
 

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 5.0
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Jeff Reviewed by Jeff
May 08, 2012

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Last updated: May 08, 2012
 
Candidate For President Of The United States, Economist Laurence Kotlikoff (Event)
 

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 4.0
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Jeff Reviewed by Jeff
April 27, 2012

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Last updated: April 27, 2012
 
Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options (Event)
 

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 5.0
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Jeff Reviewed by Jeff
April 13, 2012

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Last updated: April 13, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012 (Event)
 

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 5.0
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Jeff Reviewed by Jeff
March 13, 2012

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Last updated: March 13, 2012
 
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth (Event)
 

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 5.0
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Jeff Reviewed by Jeff
February 17, 2012

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Last updated: February 17, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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 4.0
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Jeff Reviewed by Jeff
February 10, 2012

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Last updated: February 10, 2012
 
How Wealth Managers Can Use Social Media To Boost Search Engine Rankings (Event)
 

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 4.0
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Jeff Reviewed by Jeff
January 27, 2012

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Last updated: January 27, 2012
 
Life Settlements: Understanding The Process, Avoiding The Pitfalls (Event)
 

0 of 0 people found the following review helpful
Glenn is great at this stuff. Glad he is a resource for us.
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 4.0
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Jeff Reviewed by Jeff
January 20, 2012

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Last updated: January 20, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012 (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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Jeff Reviewed by Jeff
January 10, 2012

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

0 of 0 people found the following review helpful
Good topic. I wouldnt have thought of that as a topic, so thanks for thinking out of the box.
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 5.0
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Jeff Reviewed by Jeff
December 02, 2011

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Last updated: December 02, 2011
 
Recent Improvements In Advisor Vault (Event)
 

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Rating:
 
 4.0
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Jeff Reviewed by Jeff
October 27, 2011

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Last updated: October 27, 2011
 
Letting Prospects Sell Themselves (Event)
 

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 4.0
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Jeff Reviewed by Jeff
September 16, 2011

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Last updated: September 16, 2011
 
Introduction To Tax-Efficient Investing (Part 1) (Event)
 

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 5.0
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Jeff Reviewed by Jeff
September 09, 2011

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Last updated: September 09, 2011
 
How Advisors Can Use Niches In Marketing (Event)
 

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 5.0
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Jeff Reviewed by Jeff
July 08, 2011

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Last updated: July 08, 2011
 
Integrating Your Document Management System With Your Client Portal (Event)
 

0 of 0 people found the following review helpful
It was cool technology
Rating:
 
 4.0
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Jeff Reviewed by Jeff
June 23, 2011

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Last updated: June 23, 2011
 
How Financial Advisors Can Create Video Demos Marketing Their Services (Event)
 

0 of 0 people found the following review helpful
Interesting but too technical for my skill level. I'll probably go back and review it again.
Rating:
 
 4.0
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Jeff Reviewed by Jeff
June 03, 2011

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Last updated: June 03, 2011
 
Crucial Concepts In Prudent Asset Allocation (Event)
 

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Rating:
 
 3.0
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Jeff Reviewed by Jeff
May 13, 2011

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Last updated: May 13, 2011
 
Operational Technology Tips For Advisors (Event)
 

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Rating:
 
 4.0
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Jeff Reviewed by Jeff
April 29, 2011

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

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Great insights!
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 5.0
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Jeff Reviewed by Jeff
April 15, 2011

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Last updated: April 15, 2011
 
Employment Law & Social Media: What Advisory Firm Owners Need To Know (Event)
 

0 of 0 people found the following review helpful
Good. Thank you!
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 4.0
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Jeff Reviewed by Jeff
March 11, 2011

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Last updated: March 11, 2011
 
10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors (Event)
 

0 of 0 people found the following review helpful
Awesome info! Bob is a great thought leader in this area.
Rating:
 
 5.0
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Jeff Reviewed by Jeff
March 04, 2011

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Last updated: March 04, 2011
 
Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now (Event)
 

0 of 0 people found the following review helpful
Friz should be a regular speaker. He's got so many interesting insights!
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 5.0
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Jeff Reviewed by Jeff
February 18, 2011

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Last updated: February 18, 2011
 
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