Reviews written by jfiege

Webinars

jfiege September 06, 2012
(Updated: September 06, 2012)

5.0
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Gresham's Model For A Healthy Relationship With Money

Webinars

jfiege March 22, 2012
(Updated: March 22, 2012)

4.0
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Income & Estate Tax Strategies For The Year

Webinars

jfiege February 02, 2012
(Updated: February 02, 2012)

4.0
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Very good; I wish I could get the slides to review at leisure without having to pay $300. Too much to absorb at once. I wish I could...

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Year-End Tax Planning For Financial Advisors

Webinars

jfiege October 27, 2011
(Updated: October 27, 2011)

4.0
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Introduction To Tax-Efficient Investing (Part 1)

Webinars

jfiege September 08, 2011
(Updated: September 08, 2011)

5.0
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August 2011 Economy Update From Fritz Meyer

Webinars

jfiege August 08, 2011
(Updated: August 08, 2011)

5.0
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Very good but quite different from Maudlin and Hussman, two other top notch prognosticators.

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Harold Evensky On What's New In Wealth Management

Webinars

jfiege July 28, 2011
(Updated: July 28, 2011)

5.0
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This was excellent! I've read much about and by Mr. Evensky and it was great to hear his voice and get good info. Would love to have him...

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June 2011 Economy Update From Fritz Meyer

Webinars

jfiege June 06, 2011
(Updated: June 06, 2011)

4.0
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May 2011 Economy Update From Fritz Meyer

Webinars

jfiege May 09, 2011
(Updated: May 09, 2011)

5.0
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Good job Brien!

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Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now

Webinars

jfiege February 17, 2011
(Updated: February 17, 2011)

5.0
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Very good speaker and coverage!

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Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction

Webinars

jfiege September 15, 2010
(Updated: September 15, 2010)

3.0
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Beginning applied to me; too busy to review a program I can't use because I use Morningstar Office for portfolio management.

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Financial Planning Outsourcing To Deepen Client Relationships

Webinars

jfiege May 19, 2010
(Updated: May 19, 2010)

4.0
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Liked it a lot! Questions ran long and many seemed superfluous or irrelevant. Would like to see forms on Kristen's web site for working with her, sample plan, data...

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Roth IRA Conversion Techniques

Webinars

jfiege February 04, 2010
(Updated: February 04, 2010)

5.0
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Best so far on the Roth opportunities and a process for managing them.

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Junxure

CRM Software

jfiege February 02, 2010

Overall rating

3.6

Company

4.0

Software Support

4.0

Investment Tracking

2.0

Insurance Tracking

3.0

Workflow Management

5.0

Productivity

5.0

Client Portal

3.0

Integration

3.0

Security

4.0

Pricing

3.0

Especially with trained use, provides significant increases in productivity & workflow management

See my user reviews and summary sentence.

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The 401k Upheaval And How It Affects Advisors

Webinars

jfiege January 07, 2010
(Updated: January 07, 2010)

4.0
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slow intro & beginning (ok except I'm so crazy busy), then it was fine.

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