Reviews written by JeffB

Analyzing Bear Markets, Craig Israelsen, October 2022

Webinars

JeffB October 11, 2022

10
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Great!

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GDP Pickup Expected In Fourth Quarter; Fritz Meyer Economic Update, October 2021

Webinars

JeffB October 11, 2021

9.0
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Excellent

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Applying Financial Psychology In Current Conditions (1 Credit)

Webinars

JeffB October 05, 2021

8.0
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I found this quite helpful. I am looking forward to more webinars on this topic.

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Fritz Meyer Economic And Investment Update, August 2014

Webinars

JeffB August 11, 2014
(Updated: August 11, 2014)

5.0
Average Attendee Rating
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I think Fritz is only able to do 2 hour presentation

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Fritz Meyer Economic And Investment Update, January 2014

Webinars

JeffB January 13, 2014
(Updated: January 13, 2014)

5.0
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Excellent

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2014 Compliance: Are You Ready For An Exam?

Webinars

JeffB January 09, 2014
(Updated: January 09, 2014)

5.0
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-

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3.8% Surtax On Net Investment Income: The Final Regs

Webinars

JeffB December 19, 2013
(Updated: December 19, 2013)

5.0
Average Attendee Rating
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Mr Keebler does a beautiful job of explaining a complex topic.

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An Updated Approach To Goal-Driven Investing

Webinars

JeffB June 09, 2011
(Updated: June 09, 2011)

4.0
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I like new ideas such as this because it makes so much sense. Clients can't help seeing the value being added.

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How Financial Advisors Can Create Video Demos Marketing Their Services

Webinars

JeffB June 02, 2011
(Updated: June 02, 2011)

3.0
Average Attendee Rating
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More technical than Im cared for but I have already ordered the book he suggested "Influence"

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Crucial Concepts In Prudent Asset Allocation

Webinars

JeffB May 12, 2011
(Updated: May 12, 2011)

5.0
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Excellent. You always do a grest job. I think this webinar is one of your best.

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Four Challenges Plaguing Advisors And The Solutions

Webinars

JeffB April 29, 2010
(Updated: April 29, 2010)

3.0
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-

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Advisor Compliance Update

Webinars

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

5.0
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Chris knows his subject and is able to clarify some difficult information

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Eight Strategic Steps To Grow Your Advisory Firm

Webinars

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

4.0
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-

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Roth IRA Conversion Techniques

Webinars

JeffB February 04, 2010
(Updated: February 04, 2010)

5.0
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Best Ever!

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The 401k Upheaval And How It Affects Advisors

Webinars

JeffB January 07, 2010
(Updated: January 07, 2010)

3.0
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-

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Secure Hardware For Advisors

Webinars

JeffB December 03, 2009
(Updated: December 03, 2009)

5.0
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-

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Privacy Law, Data Security And Financial Advisors

Webinars

JeffB November 19, 2009
(Updated: November 19, 2009)

4.0
Average Attendee Rating
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-

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2010 Compliance Planning For RIAs

Webinars

JeffB October 29, 2009
(Updated: October 29, 2009)

5.0
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-

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Life Planning And The Financial Crisis

Webinars

JeffB May 21, 2009
(Updated: May 21, 2009)

5.0
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-

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Compliance Issues Posed By LinkedIn, Blogs, And Social Networking

Webinars

JeffB April 02, 2009
(Updated: April 02, 2009)

5.0
Average Attendee Rating
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I don't think you could improve on that Webinar

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