Review Detail

(Updated: August 24, 2016)
Average Attendee Rating
Poor Average Excellent

Excellent! Often, the biggest hurdle to getting and keeping clients is communication. Not the put something in their hand every quarter but the communication in laymens' terms on investing, time frames, amounts, related impacts, etc. to the nonfinancial people. Great service being provided to advisors.

Was this review helpful to you? 


Already have an account? or Create an account