Reviews written by johnscherer

Good information, but a little choppy on the presentation skills.

Great insight and data as usual, tangible information I can take directly to clients.

Very good information; a couple of new things but a lot of confirmation of strategies (note - I assumed that 10 was the best score for all questions 1-4, not...

Great insight as always, I appreciate the new way to look at US household debt and household NW

Great key communication points for talking with clients.

Really good insight into the current political climate, and how both sides of the aisle skew facts to fit their agenda. Nice to real information as clients get anxious...

As always from Fritz, useful information that we can use directly to communicate with clients.

I always get one or two key communication items I can use with clients when listening to Fritz' webinars.

Good content and red-flags to look out for to help clients save money on taxes.

Very good, just trying to fit too much into the time allotted.

I'd recommend MGP for any RIA.

It does what we need it to at a reasonable price. Improvements over the past few years have been helpful. We found a consultant who specialized in ACT,...