Reviews written by bswaim

Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)

Webinars

bswaim January 08, 2018
(Updated: January 08, 2018)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios

Webinars

bswaim June 21, 2017
(Updated: June 21, 2017)

4.0
Average Attendee Rating
Poor	Average	Excellent

Most of what was presented I already have implemented in my practice. I did learn a few things thought.

Read Review Comments (0)

Fritz Meyer Economic And Investment Update, February 2015

Webinars

bswaim February 09, 2015
(Updated: February 09, 2015)

4.0
Average Attendee Rating
Poor	Average	Excellent

Very informative but I had difficulty keeping up. He tries to cover too much info in the allotted time.

Read Review Comments (0)

The New Ideas Changing Retirement Income Planning

Webinars

bswaim January 16, 2014
(Updated: January 16, 2014)

4.0
Average Attendee Rating
Poor	Average	Excellent

All this is very theoretical as you would expect from a college professor. I have been working with retirees for 23 years and have found that most everyone's situation...

Read Review Comments (0)

Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013

Webinars

bswaim February 11, 2013
(Updated: February 11, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

MoneyGuidePro

Financial Planning

bswaim January 12, 2013

Overall rating

3.6

Company

5.0

Interface

3.0

Integration

5.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

2.0

Asset Allocation

3.0

LTC-College Planning

3.0

Estate Planning

3.0

Pretty Darn Good

I've used this for a number of years and continue to be pleased.

Read Review Comments (0)

Fritz Meyer's Economic Update And Investment Outlook For January 2013

Webinars

bswaim January 07, 2013
(Updated: January 07, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

Webinars

bswaim June 07, 2012
(Updated: June 07, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

TIMELY INFO...VERY GOOD PERSPECTIVE.

Read Review Comments (0)

Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

Webinars

bswaim June 07, 2012
(Updated: June 07, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

TIMELY INFO...VERY GOOD PERSPECTIVE.

Read Review Comments (0)

How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?

Webinars

bswaim May 03, 2012
(Updated: May 03, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent topic.

Read Review Comments (0)

2012 Compliance Priorities For RIAs

Webinars

bswaim January 05, 2012
(Updated: January 05, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

very timely info...very helpful.

Read Review Comments (0)

Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates

Webinars

bswaim August 04, 2011
(Updated: August 04, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good info.

Read Review Comments (0)

Harold Evensky On What's New In Wealth Management

Webinars

bswaim July 28, 2011
(Updated: July 28, 2011)

5.0
Average Attendee Rating
Poor	Average	Excellent

Good info about investing and practice mgt.

Read Review Comments (0)

How Advisors Can Use Niches In Marketing

Webinars

bswaim July 07, 2011
(Updated: July 07, 2011)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

An Updated Approach To Goal-Driven Investing

Webinars

bswaim June 09, 2011
(Updated: June 09, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now

Webinars

bswaim February 17, 2011
(Updated: February 17, 2011)

5.0
Average Attendee Rating
Poor	Average	Excellent

Good info...I like any time of market outlook or economic presentation.

Read Review Comments (0)

Redtail CRM

CRM Software

bswaim February 22, 2010

Overall rating

2.8

Company

3.0

Software Support

3.0

Investment Tracking

2.0

Insurance Tracking

2.0

Workflow Management

2.0

Productivity

3.0

Client Portal

3.0

Integration

4.0

Security

3.0

Pricing

3.0

Good Overall CRM System

I would recommend it.

Read Review Comments (0)

The 401k Upheaval And How It Affects Advisors

Webinars

bswaim January 07, 2010
(Updated: January 07, 2010)

3.0
Average Attendee Rating
Poor	Average	Excellent

ok...but i am not a 401k plan advisor...otherwise it was good info.

Read Review Comments (0)

Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

bswaim July 16, 2009
(Updated: July 16, 2009)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent topic.

Read Review Comments (0)