Reviews written by lm.txfn

25 results - showing 1 - 25  
 
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
lm.txfnlm.txfn   March 08, 2012
(Updated: March 08, 2012)
3.0
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Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth
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lm.txfnlm.txfn   February 16, 2012
(Updated: February 16, 2012)
3.0
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Income & Estate Tax Strategies For The Year
Webinars
lm.txfnlm.txfn   February 02, 2012
(Updated: February 02, 2012)
3.0
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Year-End Tax Planning For Financial Advisors
Webinars
lm.txfnlm.txfn   October 27, 2011
(Updated: October 27, 2011)
4.0
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A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement
Webinars
lm.txfnlm.txfn   October 13, 2011
(Updated: October 13, 2011)
3.0
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September 2011 Economy Update From Fritz Meyer
Webinars
lm.txfnlm.txfn   September 12, 2011
(Updated: September 12, 2011)
3.0
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The Switch Is On Again For RIAs
Webinars
lm.txfnlm.txfn   August 11, 2011
(Updated: August 11, 2011)
3.0
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Should FINRA Be The SRO For RIAs?
Webinars
lm.txfnlm.txfn   July 21, 2011
(Updated: July 21, 2011)
3.0
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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach
Webinars
lm.txfnlm.txfn   June 16, 2011
(Updated: June 16, 2011)
3.0
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Easy Money
Financial Planning
lm.txfnlm.txfn   May 04, 2011
Overall rating 
 
 
2.9
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Easy Money

Good price for a decent product.

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Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now
Webinars
lm.txfnlm.txfn   February 17, 2011
(Updated: February 17, 2011)
3.0
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The History Of Manager Due Diligence And Where We Went Wrong
Webinars
lm.txfnlm.txfn   February 10, 2011
(Updated: February 10, 2011)
3.0
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Helping Business Owners Plan Their Exit Strategy
Webinars
lm.txfnlm.txfn   February 03, 2011
(Updated: February 03, 2011)
3.0
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New Law Means Advisors Must Battle Client Indifference To Estate Planning
Webinars
lm.txfnlm.txfn   January 27, 2011
(Updated: January 27, 2011)
4.0
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The Death Of Buy & Hold Has Been Greatly Exaggerated
Webinars
lm.txfnlm.txfn   January 06, 2011
(Updated: January 06, 2011)
3.0
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Transform Your 401(k) Advice Business
Webinars
lm.txfnlm.txfn   December 09, 2010
(Updated: December 09, 2010)
3.0
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State Securities Chiefs Speak About RIA Regulatory Overhaul
Webinars
lm.txfnlm.txfn   December 02, 2010
(Updated: December 02, 2010)
3.0
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Art And Collectibles Planning
Webinars
lm.txfnlm.txfn   November 04, 2010
(Updated: November 04, 2010)
3.0
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A New Approach To Estate Planning
Webinars
lm.txfnlm.txfn   October 28, 2010
(Updated: October 28, 2010)
3.0
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Improve Returns With Liquid Alternative Investments
Webinars
lm.txfnlm.txfn   October 14, 2010
(Updated: October 14, 2010)
4.0
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Creating Financial Plans Based On Economic Scenarios
Webinars
lm.txfnlm.txfn   October 07, 2010
(Updated: October 07, 2010)
3.0
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Compliant Social Media Marketing For Advisors
Webinars
lm.txfnlm.txfn   July 08, 2010
(Updated: July 08, 2010)
3.0
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ACT4ADVISORS
CRM Software
lm.txfnlm.txfn   June 07, 2010
Overall rating 
 
 
2.6
Company  
 
 
3.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
4.0

Better than Outlook and OneNote which is all I was looking for at the price

I'd recommend it for a newly independent but I'll be looking for something more as my practice progresses.

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Appointing A Trust Protector To Improve Estate Plans
Webinars
lm.txfnlm.txfn   June 03, 2010
(Updated: June 03, 2010)
3.0
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25 results - showing 1 - 25