Reviews written by marcs713

Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011

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marcs713 November 07, 2011
(Updated: November 07, 2011)

5.0
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I really enjoy his lectures!

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Introduction To Tax-Efficient Investing (Part 1)

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marcs713 September 08, 2011
(Updated: September 08, 2011)

5.0
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great!

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Harold Evensky On What's New In Wealth Management

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marcs713 July 28, 2011
(Updated: July 28, 2011)

5.0
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great presentation

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April 2011 Economy Update With Fritz Meyer

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marcs713 April 14, 2011
(Updated: April 14, 2011)

5.0
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Fantastic! Bravo, you knocked the leather off the ball. Well done!

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Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios

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marcs713 March 17, 2011
(Updated: March 17, 2011)

4.0
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Did not learn much- advertisement for HiddenLevers

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10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors

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marcs713 March 03, 2011
(Updated: March 03, 2011)

5.0
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great refresher; good slides

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Art And Collectibles Planning

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marcs713 November 04, 2010
(Updated: November 04, 2010)

5.0
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Fantastic! I will probably add this to my planning for 2011.

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Rise Up From The Financial Crisis & Reclaim Your Power!

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marcs713 August 26, 2010
(Updated: August 26, 2010)

4.0
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The 10-Year Exit Plan: Controlling Your Future

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marcs713 August 19, 2010
(Updated: August 19, 2010)

4.0
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Portfolio Accounting & Performance Reporting Using BOSS—A PortfolioCenter Service Bureau

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marcs713 August 18, 2010
(Updated: August 18, 2010)

4.0
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Lock In Loyalty With Continuous Client Service

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marcs713 July 29, 2010
(Updated: July 29, 2010)

5.0
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great- I will implement!

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Appointing A Trust Protector To Improve Estate Plans

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marcs713 June 03, 2010
(Updated: June 03, 2010)

4.0
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Successful Marketing For Financial Advisors

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marcs713 May 20, 2010
(Updated: May 20, 2010)

5.0
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Financial Planning Outsourcing To Deepen Client Relationships

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marcs713 May 19, 2010
(Updated: May 19, 2010)

3.0
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Deeper Client Connections Through The Power Of Story

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marcs713 May 13, 2010
(Updated: May 13, 2010)

5.0
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Financial Services Reform Update

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marcs713 May 06, 2010
(Updated: May 06, 2010)

4.0
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Advisor Compliance Update

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marcs713 April 15, 2010
(Updated: April 15, 2010)

5.0
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Managing Portfolio Risk With Stock Collars

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marcs713 April 08, 2010
(Updated: April 08, 2010)

4.0
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Eight Strategic Steps To Grow Your Advisory Firm

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marcs713 March 25, 2010
(Updated: March 25, 2010)

4.0
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How To Talk To Clients In A Post-Crisis World

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marcs713 March 18, 2010
(Updated: March 18, 2010)

4.0
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Social Network Investing And Financial Advisors

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marcs713 March 11, 2010
(Updated: March 11, 2010)

3.0
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Tactical Asset Allocation In Today's Market

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marcs713 March 04, 2010
(Updated: March 04, 2010)

4.0
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New Opportunities For Advisors In 401ks

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marcs713 February 25, 2010
(Updated: February 25, 2010)

3.0
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ETFs: The Good, Bad and Misunderstood

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marcs713 February 18, 2010
(Updated: February 18, 2010)

3.0
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Mr Monotone- no emotion and one of your worst speakers

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A Roundup Of Leading Advisor CRM Systems

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marcs713 February 11, 2010
(Updated: February 11, 2010)

4.0
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