Reviews written by johnscherer

26 results - showing 1 - 25  
 
 
johnschererjohnscherer   July 12, 2021
10
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   April 12, 2021
10
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   February 08, 2021
9.0
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   January 11, 2021
10
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   November 16, 2020
7.0
Average Attendee Rating
Poor Average Excellent

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

johnschererjohnscherer   November 11, 2020
10
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   October 12, 2020
10
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   October 07, 2020
10
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   May 11, 2020
10
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   April 13, 2020
10
Average Attendee Rating
Poor Average Excellent

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

johnschererjohnscherer   March 11, 2020
9.0
Average Attendee Rating
Poor Average Excellent

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
9.0
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   January 13, 2020
10
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   December 09, 2019
5.0
Average Attendee Rating
Poor Average Excellent

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

johnschererjohnscherer   July 08, 2019
5.0
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   November 19, 2018
5.0
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   August 07, 2017
(Updated: August 07, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
johnschererjohnscherer   July 11, 2016
(Updated: July 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Great key communication points for talking with clients.

johnschererjohnscherer   April 11, 2016
(Updated: April 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

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)
5.0
Average Attendee Rating
Poor Average Excellent

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

johnschererjohnscherer   December 07, 2015
(Updated: December 07, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

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)
5.0
Average Attendee Rating
Poor Average Excellent

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

johnschererjohnscherer   October 13, 2014
(Updated: October 13, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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.

26 results - showing 1 - 25