Reviews written by Dezal

Great Course, so much info. Really like that he went back to review some of the prior info the last 2 sessions, to bring everything together. Really liked...

Love, love, love that you had a review of the entire class. It was a great refresher & reminder that did actually learn a great deal from this series...

Great webinar, love the idea of finding alignment & use of examples - case studies.

Really enjoyed, this was probably the class I enjoyed the most since we went over items that we discussed previously. Also, really enjoyed the the examples of people who...

Frank's class is great & very informative. Am enjoying this series.

Really enjoying this series, it is a reminder of how much a financial planner I am, thought think of myself as a coach. With Franks scenarios I always...

Love the counseling series. It is material that I should probably review again & again. It is so beneficial when Frank uses scenarios of what could be said,...

Love the handouts!! Thank you, they really help - want to be able to look back on what am learning. Great class! Thank you!

Very good, one thing that would be helpful, is he shows the steps in slide to begin with, then defines them. And at the end, she showed the general...

Frank it great, really enjoying the series. I am a financial coach, so appreciate having a course discussing this aspect.

Very good, really enjoyed it and look forward to the rest of the classes.

Enjoy listening to Keebler.

Very good as always. He talked about the article that discussed advisors need to start planning for Inflation, would love to hear his insights on how to plan for...

Great webinar, had tried to listen to Keebler's as part of the CPA/PFS - but much better when can see the visuals. Thank you for presenting again!

Always enjoy hear from Fritz

Always good to hear on the economy. Times look a little bubble like, but good to see his comparison to past bubbles and the various reason's why this may...

Liked that he used less slides than normal. It was easier to follow vs 100 slides and hour.

Very good, thanks!

Very good as always, sometimes a little hard to follow for the CE questions, because he may say one thing but sometimes his notes in the presentation will say something...

Great presentation.

This was not my favorite, but good. The survey questions for the CPA, seemed to come prior to the discussion about them. May have missed the last one,...

Very good, and gives me some things to think about.