Reviews written by caromsdahl

28 results - showing 1 - 25  
 
 
caromsdahlcaromsdahl   January 20, 2021
10
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Great, thanks Bob and Andy!

caromsdahlcaromsdahl   December 22, 2020
10
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Bob Keebler is truly amazing; this has been SUCH a tough year, and he just continues to stay on top of things. Outstanding discussion, as usual; glad we took...

caromsdahlcaromsdahl   November 11, 2020
10
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great thoughts for a crazy time. :)

caromsdahlcaromsdahl   October 21, 2020
10
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Always enjoy listening to Craig and learn something! Thank you!

caromsdahlcaromsdahl   October 13, 2020
10
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Really great review of hot button items for RIAs.

caromsdahlcaromsdahl   September 23, 2020
10
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Joined the meeting late due to client meeting overrun, but found information quite valuable

caromsdahlcaromsdahl   September 09, 2020
10
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Outstanding! Very thought-provocative for year-end planning.

caromsdahlcaromsdahl   August 26, 2020
10
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Always love listening to Craig Israelsen - a bright, objective approach to investing.....

caromsdahlcaromsdahl   July 27, 2020
10
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Very helpful and informative!

caromsdahlcaromsdahl   July 08, 2020
10
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Fantastic!

caromsdahlcaromsdahl   June 24, 2020
10
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FANTASTIC! Very interesting information - also showed how to use Craig's excel spreadsheet as tool in a client meeting. Double Win.

caromsdahlcaromsdahl   May 20, 2020
10
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Fantastic update on non-PPP portion of CARES Act, thank you! PPP was first thing to tackle - Bob is right; as/if this drags on in US, more people will be...

caromsdahlcaromsdahl   March 25, 2020
10
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Questions 2-5 on survey are scaled 1-10, but in parens, see "5 is best"- looks average to me, and TEN is best! So scored Craig 10. This...

caromsdahlcaromsdahl   March 11, 2020
10
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Fantastic comments, thank you!

caromsdahlcaromsdahl   July 10, 2019
5.0
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Best Craig Israelsen session yet (and they're all great)! VERY VERY INTERESTING. More time for discussion would have been nice. Appreciate that it did go over by 15 minutes...

caromsdahlcaromsdahl   May 22, 2019
5.0
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Great update!

caromsdahlcaromsdahl   December 12, 2018
5.0
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GREAT INFORMATiON, THANKS BOB!!!!

caromsdahlcaromsdahl   October 17, 2018
5.0
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Fantastic, as usual, from Bob!

caromsdahlcaromsdahl   October 08, 2018
5.0
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First time I've listened to Fritz Meyer - shame on me! Absolutely outstanding.

caromsdahlcaromsdahl   September 26, 2018
5.0
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Great! Liked the open-ended Q&A time, the balance of presented material vs. questions.

caromsdahlcaromsdahl   August 29, 2018
5.0
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Two thumbs up! Very complex topic, clearly presented.

caromsdahlcaromsdahl   March 13, 2018
5.0
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Great webinar, glad to hear his thoughts....

caromsdahlcaromsdahl   January 24, 2018
(Updated: January 24, 2018)
5.0
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Extremely interesting information - tidbits on how to present to a client "in English" were very valuable.

caromsdahlcaromsdahl   December 13, 2017
(Updated: December 13, 2017)
5.0
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caromsdahlcaromsdahl   November 30, 2017
(Updated: November 30, 2017)
5.0
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outstanding, as usual! really helped me frame making my "cheat sheet" guide this weekend, how to proceed. think I'll be ordering all xmas presents on amazon, going to be...

28 results - showing 1 - 25