Reviews written by mikem763

32 results - showing 1 - 25  
 
 
Fritz Meyer Economic Update, June 2019
Webinars
mikem763mikem763   June 10, 2019
Rating 
 
5.0

Always great

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Fritz Meyer Economic Update, May 2019
Webinars
mikem763mikem763   May 13, 2019
Rating 
 
5.0

Fritz is always great

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Country- And Region-Specific Foreign ETFs Beyond EAFE
Webinars
mikem763mikem763   April 24, 2019
Rating 
 
5.0

Interesting to see correlations and returns separately and combined with S&P 50/50

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College Funding CE For Financial Planners And IAs
Webinars
mikem763mikem763   March 20, 2019
Rating 
 
5.0

great, extremely informative in an area I don't do a lot of work in

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Annual Update On Performance Characteristics Of Asset Classes And Portfolios
Webinars
mikem763mikem763   January 30, 2019
Rating 
 
5.0

Always get nuggets of helpful insight from Craig every time I listen.

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
mikem763mikem763   December 25, 2018
Rating 
 
5.0

always good; timeliness of this was great

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Fritz Meyer Economic Update, December 2018
Webinars
mikem763mikem763   December 10, 2018
Rating 
 
5.0
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With Stock Market Volatility Higher, What Can You Expect?
Webinars
mikem763mikem763   November 28, 2018
Rating 
 
5.0

Always learn from Dr. Israelsen

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Defining A Fiduciary-Level Of Diversification
Webinars
mikem763mikem763   May 25, 2016
(Updated: May 25, 2016)
Rating 
 
5.0

Craig always does a great job

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Advisors No Longer Should Ignore Google+
Webinars
mikem763mikem763   May 21, 2015
(Updated: May 21, 2015)
Rating 
 
5.0

Would attend more of Robert's presentations.

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LinkedIn For RIAs, Ninja-Style
Webinars
mikem763mikem763   July 24, 2014
(Updated: July 24, 2014)
Rating 
 
5.0

The best Linkedin presentation I have seen. I will be watching it again.

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A Financial Advisor’s Guide To Maximizing IRAs
Webinars
mikem763mikem763   September 26, 2013
(Updated: September 26, 2013)
Rating 
 
4.0

-

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Getting Clear About The Cloud For Advisors
Webinars
mikem763mikem763   June 13, 2013
(Updated: June 13, 2013)
Rating 
 
5.0

Very informative

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The 3.8% Surtax On Net Investment Income
Webinars
mikem763mikem763   April 04, 2013
(Updated: April 04, 2013)
Rating 
 
5.0

Excellent

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Keebler On 2013 Tax Law Changes
Webinars
mikem763mikem763   January 13, 2013
(Updated: January 13, 2013)
Rating 
 
4.0

Keebler is always good.

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Portfolio Design, Asset-Class Performance And Correlations And Rebalancing
Webinars
mikem763mikem763   November 08, 2012
(Updated: November 08, 2012)
Rating 
 
5.0

Great presentation and material.

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Gresham's Model For A Healthy Relationship With Money
Webinars
mikem763mikem763   March 22, 2012
(Updated: March 22, 2012)
Rating 
 
5.0

Loved it. A great presentation and topic. I want to learn more.

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Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly
Webinars
mikem763mikem763   February 23, 2012
(Updated: February 23, 2012)
Rating 
 
4.0

-

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A New Approach To Estate Planning
Webinars
mikem763mikem763   October 28, 2010
(Updated: October 28, 2010)
Rating 
 
5.0

Great content

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Improve Returns With Liquid Alternative Investments
Webinars
mikem763mikem763   October 14, 2010
(Updated: October 14, 2010)
Rating 
 
4.0

very good topic

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Year-End Tax Moves For 2010
Webinars
mikem763mikem763   September 30, 2010
(Updated: September 30, 2010)
Rating 
 
5.0

timely topic; straight forward simplicity

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Time Management For Advisors
Webinars
mikem763mikem763   July 15, 2010
(Updated: July 15, 2010)
Rating 
 
5.0

The last couple of webinars audio have been much improved. Andy's voice volume is so much better than the past. The topic and presenter today was excellent....

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Compliant Social Media Marketing For Advisors
Webinars
mikem763mikem763   July 08, 2010
(Updated: July 08, 2010)
Rating 
 
4.0

good for RIA'S use. Tougher for iAR's of BD's re compliance issues.

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Successful Marketing For Financial Advisors
Webinars
mikem763mikem763   May 20, 2010
(Updated: May 20, 2010)
Rating 
 
4.0

-

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Four Challenges Plaguing Advisors And The Solutions
Webinars
mikem763mikem763   April 29, 2010
(Updated: April 29, 2010)
Rating 
 
5.0

This was a great webinar, content, presentation, etc. Fantastic

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32 results - showing 1 - 25  
 
 

 

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