Reviews written by johnscherer

20 results - showing 1 - 20  
 
 
johnschererjohnscherer   October 07, 2020
Rating 
 
 
10.0
johnschererjohnscherer   April 13, 2020
Rating 
 
 
10.0

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

johnschererjohnscherer   March 11, 2020
Rating 
 
 
9.0

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...

johnschererjohnscherer   February 10, 2020
Rating 
 
 
9.0
johnschererjohnscherer   December 09, 2019
Rating 
 
 
5.0

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

johnschererjohnscherer   November 19, 2018
Rating 
 
 
5.0
johnschererjohnscherer   August 07, 2017
(Updated: August 07, 2017)
Rating 
 
 
5.0
johnschererjohnscherer   July 11, 2016
(Updated: July 11, 2016)
Rating 
 
 
5.0

Great key communication points for talking with clients.

johnschererjohnscherer   April 11, 2016
(Updated: April 11, 2016)
Rating 
 
 
5.0

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...

johnschererjohnscherer   January 11, 2016
(Updated: January 11, 2016)
Rating 
 
 
5.0

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

johnschererjohnscherer   December 07, 2015
(Updated: December 07, 2015)
Rating 
 
 
5.0

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

johnschererjohnscherer   June 01, 2015
(Updated: June 01, 2015)
Rating 
 
 
5.0

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

johnschererjohnscherer   October 13, 2014
(Updated: October 13, 2014)
Rating 
 
 
5.0

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

Financial Planning
johnschererjohnscherer   January 21, 2011
Overall rating 
 
 
3.8
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
2.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Good software at a good price

I'd recommend MGP for any RIA.

ACT
CRM Software
johnschererjohnscherer   May 19, 2010
Overall rating 
 
 
2.2
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
5.0

A good basic CRM system

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,...

20 results - showing 1 - 20