Reviews written by CPowell

46 results - showing 1 - 25  
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CPowellCPowell   December 13, 2023
10
Average Attendee Rating
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Best overall view in the industry. Way to go Fritz.

CPowellCPowell   November 06, 2023
10
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CPowellCPowell   September 19, 2023
10
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CPowellCPowell   February 13, 2023
10
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Worth the subscription all by itself.

CPowellCPowell   November 07, 2022
10
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Always excellent information in a digestible format.

CPowellCPowell   September 21, 2022
9.0
Average Attendee Rating
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Bob does a fabulous job. Wish he would use examples in the $1-$10M net worth area rather than the $50M range.

CPowellCPowell   March 16, 2022
9.0
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CPowellCPowell   March 30, 2021
9.0
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The 3D chart is extremely difficult to read. I would need to blow it up considerably. As a result, it is difficult to interpret. Fortunately Dr. Israelsen helped with that...

CPowellCPowell   October 07, 2020
2.0
Average Attendee Rating
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For the first time I am disappointed. This seemed disorganized and was confusing. Is there not something to talk about concerning taxes for people making $200-$500K/year versus $1M/yr. That demographic...

CPowellCPowell   July 27, 2020
10
Average Attendee Rating
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Well designed presentation.

CPowellCPowell   July 13, 2020
10
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CPowellCPowell   May 27, 2020
9.0
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Craig is so comfortable with his product and what it does.

CPowellCPowell   April 29, 2020
10
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CPowellCPowell   April 13, 2020
10
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CPowellCPowell   January 13, 2020
10
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CPowellCPowell   January 08, 2018
(Updated: January 08, 2018)
5.0
Average Attendee Rating
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CPowellCPowell   November 15, 2017
(Updated: November 15, 2017)
5.0
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Compelling information. Thanks for all the research. It must be daunting.

CPowellCPowell   September 11, 2017
(Updated: September 11, 2017)
5.0
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CPowellCPowell   July 18, 2017
(Updated: July 18, 2017)
5.0
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CPowellCPowell   February 07, 2017
(Updated: February 07, 2017)
4.0
Average Attendee Rating
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Good bird's eye view of planning software. I think a major problem with avoiding heuristics is behavioral psychology. If the client cannot get their mind around a relatively...

CPowellCPowell   November 15, 2016
(Updated: November 15, 2016)
4.0
Average Attendee Rating
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CPowellCPowell   November 07, 2016
(Updated: November 07, 2016)
5.0
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CPowellCPowell   October 18, 2016
(Updated: October 18, 2016)
5.0
Average Attendee Rating
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Absolutely have to watch this again. Thanks.

CPowellCPowell   October 13, 2016
(Updated: October 13, 2016)
5.0
Average Attendee Rating
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CPowellCPowell   September 28, 2016
(Updated: September 28, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I am concerned that a lot of his portfolio is back-tested. I'd like to see real time results.

46 results - showing 1 - 25  
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