Reviews written by wd919

28 results - showing 1 - 25 1 2 Results per page:
 
The Rising Tide Of Expectations For Financial Advisors (Event)
 

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 4.0
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wd919 Reviewed by wd919
April 12, 2013

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Last updated: April 12, 2013
 
The 3.8% Surtax On Net Investment Income (Event)
 

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Keebler is good
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 4.0
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wd919 Reviewed by wd919
April 05, 2013

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Last updated: April 05, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For March 2013 (Event)
 

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I like his self confidence
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 4.0
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wd919 Reviewed by wd919
March 12, 2013

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Last updated: March 12, 2013
 
Keebler’s Analysis Of 2013 Tax Planning Opportunities (Event)
 

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 5.0
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wd919 Reviewed by wd919
March 01, 2013

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Last updated: March 01, 2013
 
A New Approach To Safe Retirement Withdrawal Rates (Event)
 

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Great stuff
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 5.0
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wd919 Reviewed by wd919
February 15, 2013

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Last updated: February 15, 2013
 
Assessing Your Clients' Tolerance For Investment Risk (Event)
 

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It was broad in scope and deep in content -- that's as good as it gets.
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 5.0
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wd919 Reviewed by wd919
November 30, 2012

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Last updated: November 30, 2012
 
Rebalancing Software For RIAs: Vendors, Benefits & Capabilities (Event)
 

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Important topic
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 3.0
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wd919 Reviewed by wd919
October 19, 2012

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Last updated: October 19, 2012
 
Enter Into Social Media Marketing With Confidence (Event)
 

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Nicely done, thorough, well paced
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 4.0
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wd919 Reviewed by wd919
September 21, 2012

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Last updated: September 21, 2012
 
Understanding The 3.8% Excise Tax (Event)
 

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 5.0
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wd919 Reviewed by wd919
August 03, 2012

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Last updated: August 03, 2012
 
Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning (Event)
 

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 4.0
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wd919 Reviewed by wd919
June 15, 2012

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Last updated: June 15, 2012
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals (Event)
 

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Excellent but it would be helpful to get the slides in advance
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 5.0
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wd919 Reviewed by wd919
March 09, 2012

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Last updated: March 09, 2012
 
Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly (Event)
 

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 4.0
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wd919 Reviewed by wd919
February 24, 2012

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Last updated: February 24, 2012
 
Income & Estate Tax Strategies For The Year (Event)
 

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Excellent
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 5.0
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wd919 Reviewed by wd919
February 03, 2012

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Last updated: February 03, 2012
 
The Switch Is On Again For RIAs (Event)
 

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one of the best yet
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 5.0
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wd919 Reviewed by wd919
August 12, 2011

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Last updated: August 12, 2011
 
An Updated Approach To Goal-Driven Investing (Event)
 

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 4.0
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wd919 Reviewed by wd919
June 10, 2011

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Last updated: June 10, 2011
 
How Financial Advisors Can Create Video Demos Marketing Their Services (Event)
 

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Good show!
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 5.0
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wd919 Reviewed by wd919
June 03, 2011

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Last updated: June 03, 2011
 
April 2011 Economy Update With Fritz Meyer (Event)
 

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 5.0
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wd919 Reviewed by wd919
April 15, 2011

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Last updated: April 15, 2011
 
The New Form ADV Part 2 (Event)
 

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 4.0
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wd919 Reviewed by wd919
November 12, 2010

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Last updated: November 12, 2010
 
Data Security Product Recommendations (Event)
 

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Excellent content but IMHO Andy interrupted too often and didn't appear to listen to Edelman's answers. When Brian says he doesn't know Google email products, a follow up question about Google email encryption just wasted time -- Edelman repeated he didn't know. Also, asking questions to troubleshoot for the benefit of a specific participant is something better handled off-line between the advisor and the speaker. Still, it was a service to me to make Edelman available via this webcast! Thanks
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 5.0
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wd919 Reviewed by wd919
June 18, 2010

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Last updated: June 18, 2010
 
Seizing The Roth IRA Opportunity With Clients And Prospects (Event)
 

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 5.0
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wd919 Reviewed by wd919
December 11, 2009

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Last updated: December 11, 2009
 
Privacy Law, Data Security And Financial Advisors (Event)
 

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 3.0
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wd919 Reviewed by wd919
November 20, 2009

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Last updated: November 20, 2009
 
Going Paperless 2.0 (Event)
 

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Pushing presentation out early would help.
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 4.0
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wd919 Reviewed by wd919
November 13, 2009

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Last updated: November 13, 2009
 
Using Client Feedback To Drive Referrals (Event)
 

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 5.0
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wd919 Reviewed by wd919
October 23, 2009

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Last updated: October 23, 2009
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

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Rating:
 
 4.0
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wd919 Reviewed by wd919
July 17, 2009

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Last updated: July 17, 2009
 
28 results - showing 1 - 25 1 2 Results per page:
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