Reviews written by paul@fsiwealth.net

Some data, like using The Feds view that the P/E of the market is reasonable based on a statement in Dec 2020. Things are considerably different now. You...

I guess this wasn't exactly what we expected. It was good information and did clarify some things we work on with clients.

A lot more old slides this time around. Could've completed this presentation in 30 mins.

Consistent Fritz.

It was a good refresher course and validated what I thought I knew.

Other than the technical difficulties, it was solid info.

Good information on the new program.

It was good. Provided info to help communicate ideas of a diversified portfolio to our clients

Good stuff. I think the election outcome would've been different if most people understood what their vote meant!

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...

Love the amount of work and thought process. Great job!

Too much info to cover as so many slides were skipped over. Not well constructed

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...

Great updated content over previous sessions. Always learn something new that is so important to managing client expectations and my practice.

Great stuff!