Reviews written by JimBuro

244 results - showing 51 - 75  
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JimBuroJimBuro   October 20, 2021
10
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Very good.

JimBuroJimBuro   October 11, 2021
10
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Another great job keeping things in perspective.

JimBuroJimBuro   October 05, 2021
10
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Wonderful program. Frank was excellent in his presentation. I would highly recommend the program.

JimBuroJimBuro   September 28, 2021
10
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This was a lot of material to cover but Frank did a great job providing a comprehensive overview of the most significant concepts.

JimBuroJimBuro   September 27, 2021
10
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Good job.

JimBuroJimBuro   September 20, 2021
10
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Very good. I appreciate the depth of research that Craig put into this work. I liked the visuals as well as the conceptual discussions that the model can generate. The...

JimBuroJimBuro   September 14, 2021
10
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Excellent. These are difficult things to understand, process, and engage with clients. Frank gave a great overview of some of the key areas that directly impact a client's level of...

JimBuroJimBuro   September 13, 2021
10
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Excellent overview of the economy and markets.

JimBuroJimBuro   August 31, 2021
10
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Frank does a good job relating the ideas to their significance in how they can influence the interactions between the advisor and the client. It serves the advisor twice. Once,...

JimBuroJimBuro   August 25, 2021
10
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Very good. I appreciated the practical observation regarding including some of the asset classes with higher standards of deviation and tying that to their single year outperformance and investor behavior....

JimBuroJimBuro   August 24, 2021
10
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I enjoyed it. Frank loves his work. He is easy to follow in addressing it's relevancy to financial advisors.

JimBuroJimBuro   August 18, 2021
10
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Good presentation.

JimBuroJimBuro   August 17, 2021
10
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Good job. Important information. I appreciated the descriptions and distinctions between terms that are frequently used and often misunderstood by clients and advisors.

JimBuroJimBuro   August 10, 2021
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very good...practical and effective

JimBuroJimBuro   August 09, 2021
10
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Excellent. Fritz focuses on the key tenets of market valuation and how it relates to our place in market cycles.

JimBuroJimBuro   August 03, 2021
10
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Excellent. I liked the way Frank distinguished the different emotions that clients experience. His insights and comments are instructive. I'm looking forward to upcoming sessions when he will address techniques...

JimBuroJimBuro   July 21, 2021
10
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JimBuroJimBuro   July 13, 2021
10
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Good presentation. Trust is critical for a successful financial advisory relationship. Frank's 3 pillars model touches on the significant elements of establishing and sustaining trust.

JimBuroJimBuro   July 12, 2021
10
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Great presentation. Fritz is consistent in making an objective case for MPT and the value of long-term thinking and investing.

JimBuroJimBuro   June 23, 2021
10
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I liked Frank's overview. I believe his course has the potential to leverage the movement toward behavioral finance in our profession. I'm looking forward to his insights in upcoming sessions....

JimBuroJimBuro   June 22, 2021
10
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Very good.

JimBuroJimBuro   June 16, 2021
10
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Good presentation. Bob did a great job covering a lot of relevant information.

JimBuroJimBuro   June 07, 2021
10
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Very good.

JimBuroJimBuro   May 25, 2021
10
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Good job. I enjoyed Craig's research and perspective.

JimBuroJimBuro   May 19, 2021
10
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Very good summary of the key issues and tax implications for retirement and estate planning.

244 results - showing 51 - 75  
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