How To Talk To Clients In A Post-Crisis World
Webinars
User reviews
34 reviews with 4 stars
(Updated: March 18, 2010)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Was this review helpful to you?
(Updated: March 18, 2010)
Webinar Attendee
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Was this review helpful to you?
(Updated: March 18, 2010)
GreenTea
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
good
Was this review helpful to you?
(Updated: March 18, 2010)
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
It's a brilliant concept and is a shift in the right direction, but I don't see how this can realistically be implemented. Maybe this will be addressed in your beta testing, and I would be interested in hearing the answers. Some of the questions I have include:
1) Would a person with 8 goals and a $1M IRA have to open up 8 IRA's worth $125K each? That would seem impractical, but not splitting the account is what most advisors are already doing.
Continued below...
Was this review helpful to you?
(Updated: March 18, 2010)
Webinar Attendee
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Good seminar, obvious some of us needed to get our heads around his concept instead of looking directly at the mechanics of portfolio construction and software usuage.
Was this review helpful to you?
