Reviews written by carolinee952
3 results - showing 1 - 3
carolinee952
August 28, 2019
5.0 |
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Good, but needed more time. Also, when he showed the fees and the 100 bps effect on the portfolio, how can we present that to clients? That's the advisor fee....
carolinee952
July 18, 2018
5.0 |
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Not enough time for the topic
5.0 |
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Excellent information from a very well-respected source.
3 results - showing 1 - 3