Reviews written by sophitl269
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Excellent, as always. Lots to digest.
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Great to see the examples. They clarify the confusing part of the requirements.
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Good info. Would be nice to see a sample report, though I understand that he's probably doesn't want to be promoting his business per se.
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0 of 0 people found the following review helpful
Good info. Would be nice to see a sample report, though I understand that he's probably doesn't want to be promoting his business per se.
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Excellent as usual. Will be good to repeat and/or udpate the info. There're lots to digest.
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Excellent as usual.
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Really great!
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Super!
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How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode? (Event)
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Refreshing - even though I don't agree with all the conclusions, but that's part of good, stimulating, educational discourse. We do need to look at these scenarios as part of our practices.
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0 of 0 people found the following review helpful
Great. More of this theme will be good.
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0 of 0 people found the following review helpful
Excellent as always. Wish that we have more time and more examples on some of the items discussed.
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Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records (Event)
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Great. More of this theme will be good.
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Excellent, as always. Bob went through some parts very fast.
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Love controversial topics! Glad to have someone like him confirm what we've been seeing. Still need more concrete solutions to deal with this investment dilemma though.
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Excellent as always!
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It's good. the tech glitch was not too terrible.
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0 of 0 people found the following review helpful
Great. Some topics were covered way fast though. Might have been good to split this into 2 or 3 sessions.
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Excellent topic on really, really hard-to-find info.
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Good. Thanks.
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Very good. Interesting view on the electronic delivery of ADVs, which is in contrast to other presenters. Good question about what and how they charge. Would be nice to know if they charge by the hour or by service package.
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0 of 0 people found the following review helpful
Excellent. Good teaching; logical presentation of data & analysis of interpretations.
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| 33 results - showing 1 - 25 | 1 2 | Results per page: |
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