Reviews written by thomasa845
thomasa845
February 17, 2021
9.0 |
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Bob is great. The average NW of my client base does not rise to the level of complexity to take advantage of the great recommendation
thomasa845
December 07, 2020
10 |
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Fritz is consistently fantastic
thomasa845
November 11, 2020
10 |
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As always, he is the best.
thomasa845
September 09, 2020
9.0 |
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Great reminders and tips
thomasa845
August 10, 2020
10 |
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Fritz is the best Where has he published?
thomasa845
August 05, 2020
7.0 |
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Planning strategies are well beyond the scope of what I do.
thomasa845
June 24, 2020
8.0 |
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The ability to maintain a disciplined allocation for 20 years is a rarity. If you need to strictly conform to the 20 years that's a remarkable achievement in and of...
thomasa845
June 08, 2020
8.0 |
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Always valuable Ended kind of flat - Application of concepts to Asset Allocation is always helpful
5.0 |
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Fantastic as usually.
5.0 |
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5.0 |
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Vital and timely information
5.0 |
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valuable but need to know which BDs have approved his software . NPC has not
5.0 |
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5.0 |
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Fantastic
5.0 |
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Excellent insight but did not bridge to how the program may be used as a client acquistion strategy. I came in late so maybe I missed that...