Evaluating RIA Business Models
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Excellent Presentation
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Mr. Winn's tree-top view of the crucial considerations for breaking away to form an RIA was enlightening. I am sure that even established RIA's will find the points covered in this presentation worthy of review. Those in your network looking at making the move from B/D to independent RIA will benefit greatly from Mr. Winn's experience and expertise. |
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Reviewed by AGATHONJanuary 21, 2010 Top 50 Reviewer View all my reviews Report this review |
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Reviewed by scottg816January 21, 2010 View all my reviews Report this review |
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Reviewed by Webinar AttendeeJanuary 21, 2010 #1 Reviewer View all my reviews Report this review |
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Reviewed by Webinar AttendeeJanuary 21, 2010 #1 Reviewer View all my reviews Report this review |
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Provide more substance in critical areas - Registratoin, Compliance.
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Reviewed by coreyw308January 21, 2010 View all my reviews Report this review |
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Reviewed by Webinar AttendeeJanuary 21, 2010 #1 Reviewer View all my reviews Report this review |
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Reviewed by George GuerinJanuary 21, 2010 Top 50 Reviewer View all my reviews Report this review |
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Reviewed by kateh800January 21, 2010 Top 1000 Reviewer View all my reviews Report this review |
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Reviewed by walterm586January 21, 2010 View all my reviews Report this review |
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webinar and VoIP were both fine.
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Reviewed by Webinar AttendeeJanuary 21, 2010 #1 Reviewer View all my reviews Report this review |
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Reviewed by tpmarcinek2011January 21, 2010 Top 500 Reviewer View all my reviews Report this review |
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I use two screens so can look at the slides on one and take notes as I go on the other. While I know that slides are available afterwards, it would be helpful to be able to cut-and-paste info from the slides as they are being presented. This would save time, and prevent having to type info from the slide so my notes will have a proper context. Thanks for considering this improvement.
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Reviewed by NewgroundJanuary 21, 2010 Top 500 Reviewer View all my reviews Report this review |
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Reviewed by royg972January 21, 2010 Top 1000 Reviewer View all my reviews Report this review |
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Reviewed by Webinar AttendeeJanuary 21, 2010 #1 Reviewer View all my reviews Report this review |
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Reviewed by abbyc692January 21, 2010 View all my reviews Report this review |
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This was really good. time well spent. I would just keep it within 60 minutes.
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Reviewed by Webinar AttendeeJanuary 21, 2010 #1 Reviewer View all my reviews Report this review |
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Reviewed by jrivieJanuary 21, 2010 Top 1000 Reviewer View all my reviews Report this review |
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Might want to get a little more specific on the plan of action.
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Reviewed by Webinar AttendeeJanuary 21, 2010 #1 Reviewer View all my reviews Report this review |
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Reviewed by bradleyh916January 21, 2010 View all my reviews Report this review |
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Reviewed by tammyl408January 21, 2010 View all my reviews Report this review |
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Reviewed by rwcheneyJanuary 21, 2010 View all my reviews Report this review |
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Reviewed by Webinar AttendeeJanuary 21, 2010 #1 Reviewer View all my reviews Report this review |
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Reviewed by Webinar AttendeeJanuary 21, 2010 #1 Reviewer View all my reviews Report this review |
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Reviewed by rhjJanuary 21, 2010 Top 100 Reviewer View all my reviews Report this review |
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