Reviews written by rickd519

30 results - showing 1 - 25  
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rickd519rickd519   October 20, 2021
10
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Bob must have a different definition of the 99% than I have. 99% in net worth is over $11million dollars, 90% of net worth is at $1.2million, much of...

rickd519rickd519   October 11, 2021
10
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great, logical argument. Only drawback is that sessions constantly run long.

rickd519rickd519   October 05, 2021
10
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fantastic series. I really love how the focus with clients needs to be on meeting emotional needs, it certainly helps frame discussions. Only complaint is the time management.

rickd519rickd519   September 28, 2021
10
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Great topics and coverage. My only complaint is around the time - these sessions have been consistently about 10 to 15 minutes long. Just advertise it as 75 minutes and...

rickd519rickd519   September 22, 2021
10
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Very informative. I vote for a "final" version once a bill is agreed on.

rickd519rickd519   September 21, 2021
10
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Interesting as always, but always ends late. Perhaps we should adjust the invite to say 1:15?

rickd519rickd519   September 14, 2021
10
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The topic is relevant, important and timely and Dr. Murtha really knows how to get it across. My only beef is with the consistently long (today's ended at 5:18) by...

rickd519rickd519   August 31, 2021
9.0
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Low rating on time allotted because the entire class ran to 5:18 Eastern - a full 30% longer than advertised. However, it is interesting to see how some concepts that...

rickd519rickd519   August 24, 2021
10
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Prefer to take it live, because the questions (which you are required to get right on the taped version) tends to come before the answers in the presentation and/or as...

rickd519rickd519   August 17, 2021
10
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Great material. Could have easily been 90 minutes for 1.5 credits to allow for discussion!

rickd519rickd519   August 10, 2021
10
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rickd519rickd519   August 03, 2021
10
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rickd519rickd519   July 27, 2021
10
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This is a great series! keep it up.

rickd519rickd519   July 13, 2021
10
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Useful topic and interesting way to think about customer relationships.

rickd519rickd519   July 12, 2021
9.0
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Having heard both Fritz Meyer and Craig Israelson (sp?) many times over the last 12 months, I'd love to have a session in which both only present for 15 minutes...

rickd519rickd519   June 23, 2021
10
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Interesting concept, can't wait for the whole series.

rickd519rickd519   June 16, 2021
9.0
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The participant question regarding the range of wealth for which a particular options (CRT) is useful represents the thing that is missing in this presentation - an identification of who...

rickd519rickd519   June 07, 2021
7.0
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start up difficulties made it a bit dodgy

rickd519rickd519   May 25, 2021
10
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Very well done and a solid comparison. Only "nit picking" issue has to do with the conclusion for the results of the EAFE agains the international growth portfolios - clearly...

rickd519rickd519   May 19, 2021
6.0
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I'd recommend to Robert to re-frame his education perspective - instead of starting with the tax code, start with our clients in mind. The examples are great because they do...

rickd519rickd519   May 10, 2021
10
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Always interesting to hear Fritz take on valuation

rickd519rickd519   April 21, 2021
6.0
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Appreciate the insight, but it doesn't seem (given the possibility of retroactive enactment) that we get too much by trying to figure out what will happen. Perhaps a better use...

rickd519rickd519   April 12, 2021
10
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As always, rather interesting. Obviously, Fritz is still bullish, it would be a dream to see a panel with Fritz and someone much more bearish having a discussion, as I...

rickd519rickd519   March 24, 2021
6.0
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Too much time on the restaurant provisions. You obviously know your audience better than I do, but I'd imagine not very relevant for most.

rickd519rickd519   March 08, 2021
9.0
Average Attendee Rating
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I really appreciate the webinar. Would it be possible for you to budget 1.5 hours, so you can fit in questions? Could that also result in 1.5 CE credits?...

30 results - showing 1 - 25  
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