Excel Tips And Tricks

ok - need specific applications for investment advisors

Not enough time to absorb the newly learned material and therefore follow thru to the end

Really wonderful and entertaining presentation which somehow (probably through humor) managed to keep my attention throughout. Although I am a novice user of Excel, and know virtually nothing, I was nonetheless interested in following Jim's explanations and demonstrations. I think that the offer Jim and A4A have made to have access to 40 hours of CE credit (if I'm correct on that number) for $99 is an absolute no-brainer for anyone who uses Excel. Thank you for introducing Jim to the A4A audience.

I picked up a couple of tips I could use right away. I think it would be more helpful for advisors if a program like this was geard more towards the kinds of things that advisors use Excel for. Today seemed more geared toward a sales maagement function vs advisor functionality.