Reviews written by FamaFiduciary
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0 of 0 people found the following review helpful
Maybe it's just Fritz' unbridled optimism which strikes a chord with the audience, but it is always a breath of fresh air every time he gives this presentation. Personally, I could listen to Fritz for two hours--he manages to keep our attention very well. I particularly enjoy his calling out various pundits and talking heads who are incessantly wrong on their market prognostications. Fritz, on the other hand, is consistently right on, and remains humble. This is a unique and admirable trait in our industry.
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Another great job by Craig Israelsen in presenting a very compelling argument for using his 7/Twelve portfolio. His calm and measured approach to presenting this topic is quite remarkable and every time I listen to him I learn something new and interesting. Thank you.
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0 of 0 people found the following review helpful
Excellent presentation. Clear delineation of differences between the various credentials. It would have been nice to have a little more discussion of the "wealth management" issue (as pertains to the definition). As Andy stated, this webinar would be useful for educators and/or potential candidates (including students or Next Gen advisors-to-be) in trying to understand some of the distinctions between credentials. Very good job.
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Very measured and concise presentation. Pertinent and relevant to today's financial services industry. Good delivery with thoughtful and sometimes compelling insights into the uncertainty surrounding the future state of financial advice.
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0 of 0 people found the following review helpful
In a word, SUPERB! Thank you Fritz.
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0 of 0 people found the following review helpful
This was a SUPERB presentation by John Anderson. I've heard all of his other presentations previously on A4A and this was the best of all thus far. The information imparted was directly actionable by attendees and can be used from both a practice management and an advisory perspective. Excellent, useful information which, if heeded by the attendee, will be invaluable when put into practice.
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Working With Women Of Wealth (Event)
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0 of 0 people found the following review helpful
Nice job and very useful information and tips on realigning marketing efforts towards women to be more practical and more attractive to new clients.
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0 of 0 people found the following review helpful
This may have been one of Bob's best presentations ever, and I've heard numerous presentations from him. I always learn at least one new (important) thing from Bob during his webinars and I hope that he continues indefinitely into the future presenting for A4A. Thank you, Andy and Bob.
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0 of 0 people found the following review helpful
Excellent job once again Fritz--thank you.
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0 of 0 people found the following review helpful
Andy, you and Brian Edelman hit a home run today. This was a fantastic program--on par with the best of Meyer, Keebler and Israelsen. Good job covering so many timely topics on security issues for concerned investment advisors.
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Why Financial Advisory Practices Fail To Reach Their Full Potential: The E-Myth And Advisors (Event)
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0 of 1 people found the following review helpful
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0 of 0 people found the following review helpful
Fantastic job once again by Craig Israelsen. Not only is his presentation very compelling, but his calm demeanor is very reassuring as well. Thank you.
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0 of 0 people found the following review helpful
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Keebler On 2013 Tax Law Changes (Event)
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0 of 0 people found the following review helpful
Nice job Bob and Andy. Thanks.
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0 of 0 people found the following review helpful
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0 of 0 people found the following review helpful
Bob, this was another great job on your part.....thank you! Good stuff, very pertinent and delivered with a flourish, albeit a bit rapid-fire. Thanks for answering several of my questions that were chatted in. Andy was right, you had a good answer for all the questions posed.....thanks for all you do for A4A members.
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0 of 0 people found the following review helpful
Absolutely wonderful presentation by Craig Israelsen. I always read his publications in the financial media and find them very useful and thought provoking. Today's webinar was a gem! Thank you.
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0 of 0 people found the following review helpful
Technical difficulties at beginning and end of webinar, otherwise great.
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0 of 0 people found the following review helpful
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0 of 0 people found the following review helpful
Nice job once again guys!
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0 of 0 people found the following review helpful
Nice job, Andy. Thank you. I think you meant to change Bob Keebler's name above, but I know what you meant. It was nice to hear other viewpoints, although more time would have been nice (such as 2-3 hours amongst all speakers).
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Year End Income Tax Planning (Event)
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0 of 0 people found the following review helpful
Another superb job, Bob!Thank you. |
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0 of 0 people found the following review helpful
Fabulous job once again Bob! Thank you to you and Andy.
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0 of 0 people found the following review helpful
Thank you Fritz for maintaining an upbeat attitude in the face of rampant negativity.
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| 78 results - showing 1 - 25 | 1 2 3 4 | Results per page: |
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