Reviews written by paul@fsiwealth.net

77 results - showing 1 - 25  
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paul@fsiwealth.netpaul@fsiwealth.net   March 11, 2024
6.0
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Not a lot of back-up documentation to statements being made. Many things are taken out of context or shaped to make his point. The idea that most people...

paul@fsiwealth.netpaul@fsiwealth.net   November 06, 2023
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   September 19, 2023
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   May 24, 2023
10
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paul@fsiwealth.netpaul@fsiwealth.net   September 12, 2022
10
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paul@fsiwealth.netpaul@fsiwealth.net   July 11, 2022
10
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paul@fsiwealth.netpaul@fsiwealth.net   February 16, 2022
8.0
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Wws expecting something different than what was presented.

paul@fsiwealth.netpaul@fsiwealth.net   January 27, 2022
9.0
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Thank you for doing this. It's always good to get re-grounded in times of market upheavals!

paul@fsiwealth.netpaul@fsiwealth.net   January 10, 2022
8.0
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Some data, like using The Feds view that the P/E of the market is reasonable based on a statement in Dec 2020. Things are considerably different now. You...

paul@fsiwealth.netpaul@fsiwealth.net   December 12, 2021
10
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paul@fsiwealth.netpaul@fsiwealth.net   November 17, 2021
8.0
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I guess this wasn't exactly what we expected. It was good information and did clarify some things we work on with clients.

paul@fsiwealth.netpaul@fsiwealth.net   November 08, 2021
10
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paul@fsiwealth.netpaul@fsiwealth.net   October 11, 2021
8.0
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A lot more old slides this time around. Could've completed this presentation in 30 mins.

paul@fsiwealth.netpaul@fsiwealth.net   September 13, 2021
9.0
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Consistent Fritz.

paul@fsiwealth.netpaul@fsiwealth.net   August 18, 2021
8.0
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It was a good refresher course and validated what I thought I knew.

paul@fsiwealth.netpaul@fsiwealth.net   July 12, 2021
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   June 07, 2021
9.0
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Other than the technical difficulties, it was solid info.

paul@fsiwealth.netpaul@fsiwealth.net   April 12, 2021
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   March 24, 2021
7.0
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Good information on the new program.

paul@fsiwealth.netpaul@fsiwealth.net   February 08, 2021
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   January 25, 2021
9.0
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It was good. Provided info to help communicate ideas of a diversified portfolio to our clients

paul@fsiwealth.netpaul@fsiwealth.net   January 20, 2021
9.0
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Good stuff. I think the election outcome would've been different if most people understood what their vote meant!

paul@fsiwealth.netpaul@fsiwealth.net   January 11, 2021
9.0
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We understand that need to provide continued and consistent material but when the timeframe is double the typical session, then you should be able to cover that consistent information within...

77 results - showing 1 - 25  
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