Reviews written by CUBICFL

41 results - showing 1 - 25  
 
 
CUBICFLCUBICFL   October 21, 2020
Rating 
 
 
10.0

Craig provides great info that can be easily shared with clients in an easy understandable format.

CUBICFLCUBICFL   October 12, 2020
Rating 
 
 
10.0

Always great info!

CUBICFLCUBICFL   October 07, 2020
Rating 
 
 
8.0
CUBICFLCUBICFL   September 09, 2020
Rating 
 
 
10.0

Excellent Tax Info, enjoyed the current view

CUBICFLCUBICFL   September 07, 2020
Rating 
 
 
10.0

As always Fritz provides clear, current facts that is beneficial to both advisors and clients.

CUBICFLCUBICFL   August 23, 2020
Rating 
 
 
10.0

Great info but maybe a bit more time needed to discuss

CUBICFLCUBICFL   August 10, 2020
Rating 
 
 
10.0

Good info as Always Thanks!

CUBICFLCUBICFL   August 05, 2020
Rating 
 
 
10.0

Cold not hear the last 15 minutes, the slides froze

CUBICFLCUBICFL   July 13, 2020
Rating 
 
 
10.0

Always great info from Fritz!

CUBICFLCUBICFL   July 08, 2020
Rating 
 
 
10.0
CUBICFLCUBICFL   June 08, 2020
Rating 
 
 
10.0

As always good info, maybe if we start a bit earlier it would allow for questions.

CUBICFLCUBICFL   June 03, 2020
Rating 
 
 
10.0

Good but needed more time for facts and questions

CUBICFLCUBICFL   April 29, 2020
Rating 
 
 
10.0

Great material, enjoying using the Updated 35 Lifestyles software. Thanks!

CUBICFLCUBICFL   April 01, 2020
Rating 
 
 
10.0

Great Insight and Clarity

CUBICFLCUBICFL   March 25, 2020
Rating 
 
 
10.0

Great presentation! The Updated software is easy to use with clients. Thanks!

CUBICFLCUBICFL   February 19, 2020
Rating 
 
 
10.0

Great review of Updated Software, Thanks!

CUBICFLCUBICFL   February 10, 2020
Rating 
 
 
3.0

Good info

CUBICFLCUBICFL   February 10, 2020
Rating 
 
 
10.0

Great Update!

CUBICFLCUBICFL   January 29, 2020
Rating 
 
 
5.0

Excellent info! Nice updates

CUBICFLCUBICFL   January 22, 2020
Rating 
 
 
3.0

Good info

CUBICFLCUBICFL   January 13, 2020
Rating 
 
 
10.0

Excellent Info as always!

CUBICFLCUBICFL   January 08, 2020
Rating 
 
 
5.0

Excellent broad overview of the Tax changes, Easy to understand

CUBICFLCUBICFL   December 18, 2019
Rating 
 
 
5.0

Nice update to the software, looks easier to use. Appreciate being able to change expected returns!

41 results - showing 1 - 25