Reviews written by david pr512

Helpful & appreciated

Good timely insights as always

Informative but part 2 is what will be the most helpful for decision-making with clients

Very helpful as always, but need greater clarity in the future between current law vs. proposed regs discussions

Very helpful

very helpful

Excellent - look forward to next update once the BBB bill is passed

Excellent job! I spent 6 years in pro bono financial counseling back in the '80's prior to becoming a CFP in 1992. So holistic financial planning has always been the...

Very helpful

Excellent & timely; would like an update once the tax bills become law

Very helpful & supportive

Helpful

I always appreciate Fritz's presentation, yet he could probably eliminate the Wall Street analysts portion. Among RIA advisors, I doubt that there are many who give any consideration to their...

Very helpful

Very insightful

Good to see an emphasis on values, beliefs, goals & personality

Excellent - placing emotions before solutions! (need a daily reminder)

Very supportive with updated data; FYI- it has been my general experience over 30+ years that people who receive large windfalls are less willing to take prudent risks (as opposed...

Very helpful

Very helpful

I appreciate Frank's approach to helping FA's grow in their interpersonal skills for delivering improved holistic planning advice that is highly valued by our clients.

Good economics data & insights, yet he should realize that not all FA's agree with his buy & hold investment philosophy

Always appreciate the refresher & Fritz's perspective

Very helpful