Reviews written by cherylk847
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0 of 0 people found the following review helpful
I rarely miss this one. Very positive and fact-based.
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Thanks again for this update.
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Thanks again for this update.
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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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Excellent longer-term thinking than we usually see from investment professionals.
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0 of 0 people found the following review helpful
Very good. Thanks for all of the valuable information.
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0 of 0 people found the following review helpful
Excellent information as always. One issue that's not addressed is that the GDP equation may be oversimplified as work is outsourced outside of the US - impacting among other things the 90% of US income earners that don't appear on the taxes vs. wealth slide.... You have identified many other relationships that are very useful.
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0 of 0 people found the following review helpful
Great content... I learned a few things I didn't know to look for (and why!) in Google Analytics.
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0 of 0 people found the following review helpful
Great content... I learned a few things I didn't know to look for (and why!) in Google Analytics.
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0 of 0 people found the following review helpful
Great content... I learned a few things I didn't know to look for (and why!) in Google Analytics.
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0 of 0 people found the following review helpful
Great
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0 of 0 people found the following review helpful
Interesting idea and approach. It's always great to hear different investment strategies.
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0 of 0 people found the following review helpful
Thanks for this update - always good to hear from an expert on estate planning! Simple explanations and will help me frame the issue with clients.
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Getting Referrals Perpetually (Event)
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0 of 0 people found the following review helpful
Thanks for this topic - the survey results were interesting and I'm looking at how I might assess "engagement" in my clients.Thanks also Andrew for asking the questions we all have - about costs etc.
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0 of 0 people found the following review helpful
I'm a big Rick Ferri fan.... I'm so glad that he's such an articulate and knowledgeable speaker on passive investing. Thanks for offering this webinar. I love to have my opinions reinforced. :-)
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0 of 0 people found the following review helpful
This was an excellent and thought-provoking webinar.
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0 of 0 people found the following review helpful
Great information packed into a short period of time.
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0 of 0 people found the following review helpful
Excellent. I definitely took away a couple of items to do right away - the list of 6 and I'm determined to start cleaning up a place where I always dump the stuff to do "later".
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0 of 0 people found the following review helpful
Excellent presentation, very thought-provoking. Thanks for sharing your expertise. And Andrew as always great facilitation of Q&A. Thanks again.
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Document Management For New RIAs (Event)
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0 of 0 people found the following review helpful
Good introduction to this product and service.
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0 of 0 people found the following review helpful
Good information.Would like to see some coverage of new ideas in CRM, like Zoho |
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CRM Software
It's better than nothing.
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0 of 0 people found the following review helpful
I'm replacing this software soon.
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Financial Planning
Nice presentation, lots of features
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0 of 0 people found the following review helpful
Overall, a good program.
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0 of 0 people found the following review helpful
Very good. Kind of hard to see the details on the software package -
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0 of 0 people found the following review helpful
Excellent longer-term thinking than we usually see from investment professionals.
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| 24 results - showing 1 - 24 |
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