Reviews written by JeffA4A
JeffA4A
May 09, 2022
9.0 |
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Interesting but more legal than I need as FA. Good points on how to be careful with clients, and relationships.
JeffA4A
October 05, 2021
10 |
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Frank is smart, practical and caring. Thanks for the material!
JeffA4A
September 22, 2021
10 |
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SO IMPORTANT to know this stuff. VERY THANKFUL that Bob can digest it and regurgitate it to us in 1 hour.
JeffA4A
September 20, 2021
10 |
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Excellent - I purchased the spreadsheet a few weeks ago and had not used it because it was too daunting. Now I know what to do and how to...
