Reviews written by thomasa845

23 results - showing 1 - 23  
 
 
thomasa845thomasa845   April 12, 2021
10
Average Attendee Rating
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Fritz always give me confidence

thomasa845thomasa845   March 24, 2021
9.0
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thomasa845thomasa845   March 08, 2021
9.0
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He is always fantastic

thomasa845thomasa845   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

thomasa845thomasa845   December 07, 2020
10
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Fritz is consistently fantastic

thomasa845thomasa845   November 11, 2020
10
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As always, he is the best.

thomasa845thomasa845   November 09, 2020
10
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thomasa845thomasa845   September 09, 2020
9.0
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Great reminders and tips

thomasa845thomasa845   September 07, 2020
9.0
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Always informative

thomasa845thomasa845   August 26, 2020
9.0
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thomasa845thomasa845   August 10, 2020
10
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Fritz is the best Where has he published?

thomasa845thomasa845   August 05, 2020
7.0
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Planning strategies are well beyond the scope of what I do.

thomasa845thomasa845   August 03, 2020
9.0
Average Attendee Rating
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Fantastic

thomasa845thomasa845   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...

thomasa845thomasa845   June 08, 2020
8.0
Average Attendee Rating
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Always valuable Ended kind of flat - Application of concepts to Asset Allocation is always helpful

thomasa845thomasa845   December 25, 2018
5.0
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Timely and positive

thomasa845thomasa845   September 12, 2016
(Updated: September 12, 2016)
5.0
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Fantastic as usually.

thomasa845thomasa845   July 11, 2016
(Updated: July 11, 2016)
5.0
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thomasa845thomasa845   May 19, 2016
(Updated: May 19, 2016)
5.0
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Vital and timely information

thomasa845thomasa845   May 12, 2016
(Updated: May 12, 2016)
5.0
Average Attendee Rating
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valuable but need to know which BDs have approved his software . NPC has not

thomasa845thomasa845   February 08, 2016
(Updated: February 08, 2016)
5.0
Average Attendee Rating
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thomasa845thomasa845   January 27, 2016
(Updated: January 27, 2016)
5.0
Average Attendee Rating
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Fantastic

thomasa845thomasa845   June 27, 2013
(Updated: June 27, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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...

23 results - showing 1 - 23