Reviews written by paul@fsiwealth.net

71 results - showing 1 - 25  
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paul@fsiwealth.netpaul@fsiwealth.net   February 16, 2022
8.0
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Wws expecting something different than what was presented.

paul@fsiwealth.netpaul@fsiwealth.net   January 27, 2022
9.0
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Thank you for doing this. It's always good to get re-grounded in times of market upheavals!

paul@fsiwealth.netpaul@fsiwealth.net   January 10, 2022
8.0
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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...

paul@fsiwealth.netpaul@fsiwealth.net   December 12, 2021
10
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paul@fsiwealth.netpaul@fsiwealth.net   November 17, 2021
8.0
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I guess this wasn't exactly what we expected. It was good information and did clarify some things we work on with clients.

paul@fsiwealth.netpaul@fsiwealth.net   November 08, 2021
10
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paul@fsiwealth.netpaul@fsiwealth.net   October 11, 2021
8.0
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A lot more old slides this time around. Could've completed this presentation in 30 mins.

paul@fsiwealth.netpaul@fsiwealth.net   September 13, 2021
9.0
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Consistent Fritz.

paul@fsiwealth.netpaul@fsiwealth.net   August 18, 2021
8.0
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It was a good refresher course and validated what I thought I knew.

paul@fsiwealth.netpaul@fsiwealth.net   July 12, 2021
9.0
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paul@fsiwealth.netpaul@fsiwealth.net   June 07, 2021
9.0
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Other than the technical difficulties, it was solid info.

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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71 results - showing 1 - 25  
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