Reviews written by peterk805

45 results - showing 26 - 45  
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peterk805peterk805   June 06, 2011
(Updated: June 06, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Fritz is the most helpful webinar speaker I've heard. I can apply the information immediately in my practice.

peterk805peterk805   May 12, 2011
(Updated: May 12, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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peterk805peterk805   May 09, 2011
(Updated: May 09, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Great, I always enjoy hearing Fritz' outlook.

peterk805peterk805   April 07, 2011
(Updated: April 07, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Craig is unusually easy to understand coming from academia. This seminar was very useful, especially in the area of withdrawal planning.

peterk805peterk805   March 03, 2011
(Updated: March 03, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

great technical speaker. Would like to get the slide of all the tax buckets

peterk805peterk805   February 24, 2011
(Updated: February 24, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Perfect for where I am with my practice. Great presenter who seems like she "walks her talk".

peterk805peterk805   February 17, 2011
(Updated: February 17, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Outstanding. I hope to hear more from Fritz going foward.

peterk805peterk805   February 03, 2011
(Updated: February 03, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

The sound quality was terrible at first. Andrew gets a 5 for quick and effective intervention. Expert speaker and a great resource for planners who may come across...

peterk805peterk805   December 09, 2010
(Updated: December 09, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great new topic for independent RIAs to expand business

peterk805peterk805   September 30, 2010
(Updated: September 30, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Practical application from an expert who sees clients... not just theory

peterk805peterk805   August 19, 2010
(Updated: August 19, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great topic to be reminded of as I run my small practice.

peterk805peterk805   March 25, 2010
(Updated: March 25, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

There were multiple problems hearing Andy. Were you calling using a cell or VOIP? Your voice dropped out several times. Still a great presentation but lower sound...

peterk805peterk805   March 18, 2010
(Updated: March 18, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

This webinar series is one of the best innovations I have seen the the past few years. Great job.

peterk805peterk805   February 25, 2010
(Updated: February 25, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

It moved very fast for me since I'm not active in this part of the business now, but it was a great presentation.

CRM Software
peterk805peterk805   December 15, 2009
Overall rating 
 
 
4.3
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
5.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Robust program that will eventually become the cornerstone of my practice.

The proper use of Junxure will help me grow without spending my whole life at the office.

peterk805peterk805   November 12, 2009
(Updated: November 12, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Keep up the good work

peterk805peterk805   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Great Webinar. Can't think of anything you could have done to improve it.

peterk805peterk805   October 08, 2009
(Updated: October 08, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

You have a great concept with very high value for advisors. Please keep it up! Thank you

peterk805peterk805   July 16, 2009
(Updated: July 16, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

great content. I'm a subscriber to Fritz's slides

peterk805peterk805   April 23, 2009
(Updated: April 23, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Best one yet in terms of practical ideas

45 results - showing 26 - 45  
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