Reviews written by paul@fsiwealth.net

58 results - showing 1 - 25  
 
 
paul@fsiwealth.netpaul@fsiwealth.net   April 12, 2021
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   March 24, 2021
7.0
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Good information on the new program.

paul@fsiwealth.netpaul@fsiwealth.net   February 08, 2021
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   January 25, 2021
9.0
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It was good. Provided info to help communicate ideas of a diversified portfolio to our clients

paul@fsiwealth.netpaul@fsiwealth.net   January 20, 2021
9.0
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Good stuff. I think the election outcome would've been different if most people understood what their vote meant!

paul@fsiwealth.netpaul@fsiwealth.net   January 11, 2021
9.0
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We understand that need to provide continued and consistent material but when the timeframe is double the typical session, then you should be able to cover that consistent information within...

paul@fsiwealth.netpaul@fsiwealth.net   December 07, 2020
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   November 18, 2020
9.0
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Love the amount of work and thought process. Great job!

paul@fsiwealth.netpaul@fsiwealth.net   November 11, 2020
6.0
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Too much info to cover as so many slides were skipped over. Not well constructed

paul@fsiwealth.netpaul@fsiwealth.net   November 09, 2020
10
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paul@fsiwealth.netpaul@fsiwealth.net   October 12, 2020
10
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It was classic Fritz. Great info. Only issue though was in the last minute of his presentation - why we we ever get back to a sub-4% unemployment...

paul@fsiwealth.netpaul@fsiwealth.net   September 07, 2020
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   August 10, 2020
10
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Great updated content over previous sessions. Always learn something new that is so important to managing client expectations and my practice.

paul@fsiwealth.netpaul@fsiwealth.net   July 13, 2020
10
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Great stuff!

paul@fsiwealth.netpaul@fsiwealth.net   June 08, 2020
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   May 20, 2020
8.0
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After the first 10 minutes, this went into basic IRA rules. I was hoping to spend more time on all of the nuanaces of the CARES Act and the...

paul@fsiwealth.netpaul@fsiwealth.net   May 11, 2020
9.0
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The info on the debt and interest service is pretty fascinating. Took on significantly more debt but not much more debt service payments due to historically low interest rates....

paul@fsiwealth.netpaul@fsiwealth.net   April 29, 2020
8.0
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This was very dry subject and while it can give us perspective this is so beyond most every clients' willingness to absorb or learn. Not sure this was necessary...

paul@fsiwealth.netpaul@fsiwealth.net   April 13, 2020
10
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This is probably the most sobering session in years. The outlook for earnings and market levels are somewhat disappointing if they become reality. Overall though, Fritz backs up...

paul@fsiwealth.netpaul@fsiwealth.net   April 01, 2020
9.0
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That's a lot info to cover and it's in such a state of flux right now but getting to hear the latest is awesome! Thanks!

paul@fsiwealth.netpaul@fsiwealth.net   February 10, 2020
10
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Great as usual. So much data that it makes me look good in my clients eyes!

paul@fsiwealth.netpaul@fsiwealth.net   December 09, 2019
5.0
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paul@fsiwealth.netpaul@fsiwealth.net   November 11, 2019
5.0
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Still great stuff! You have no idea how unpowered I’ve become over the years of listening to your presentations. They give me the confidence to discuss these matters with...

paul@fsiwealth.netpaul@fsiwealth.net   September 09, 2019
5.0
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paul@fsiwealth.netpaul@fsiwealth.net   August 28, 2019
4.0
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It was good but nothing that I didn't already know or use in my practice. I was good to hear again though to reinforce what we do in our...

58 results - showing 1 - 25