Reviews written by LLC1313
LLC1313
May 25, 2022
10 |
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Bob is always an 11 out of 10
LLC1313
February 23, 2022
9.0 |
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Sharing some of the funds is helpful
LLC1313
January 12, 2022
9.0 |
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great as always, however, would be great if Bob can actually take a session and only go through an example of a few of the Trust strategies that he went...
LLC1313
September 22, 2021
10 |
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Great, as always just wish it was longer as it would slow down the pace to digest all that Bob has to say.
LLC1313
August 24, 2021
10 |
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keeps getting better and better!
LLC1313
August 17, 2021
10 |
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Another great session!
LLC1313
August 10, 2021
10 |
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Lots to think about. Hard to capture all of it in an hour. Any thoughts on making a session a bit longer (e.g., 90 minutes) - where warranted -so...
LLC1313
July 27, 2021
10 |
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Great, again. Frank provided some nice concise strategies to aid in helping allay clients fears
LLC1313
July 21, 2021
10 |
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This was a bit too 'light' in content - most Financial Advisors/Planners know the majority of the content presented today was very basic.
LLC1313
July 13, 2021
10 |
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I think Frank did a great job disecting the 3 types of trust, provided very clear examples and gave practical ways to increase trust for all 3 types! And, provided...
LLC1313
June 23, 2021
10 |
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overview was great! looking forward to the 2nd class!! Great job at putting this together with Frank, Andy.
LLC1313
February 23, 2021
10 |
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great info. would be even better if you made the content more interactive so that we have the opportunity to ask (more) questions. ever consider making the content time 10...
