Reviews written by Jim R

Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates

Webinars

Jim R August 04, 2011
(Updated: August 04, 2011)

4.0
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Interesting statistics about historical bond performance

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Harold Evensky On What's New In Wealth Management

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Jim R July 28, 2011
(Updated: July 28, 2011)

5.0
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I can relate to Harold. He did a nice job explaining his thinking

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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach

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Jim R June 16, 2011
(Updated: June 16, 2011)

4.0
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Mark's approach to values based planning sounds much more practical than the full-service life planner approach.

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The New Form ADV Part 2

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Jim R November 11, 2010
(Updated: November 11, 2010)

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Very interesting and timely topic

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Improve Returns With Liquid Alternative Investments

Webinars

Jim R October 14, 2010
(Updated: October 14, 2010)

3.0
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Roth IRA: Beyond The Basics

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Jim R June 10, 2010
(Updated: June 10, 2010)

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Lots of great information

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Appointing A Trust Protector To Improve Estate Plans

Webinars

Jim R June 03, 2010
(Updated: June 03, 2010)

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Very interesting

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Deeper Client Connections Through The Power Of Story

Webinars

Jim R May 13, 2010
(Updated: May 13, 2010)

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I agree story's are very powerful. Thank you for having Scott speak.

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Financial Services Reform Update

Webinars

Jim R May 06, 2010
(Updated: May 06, 2010)

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Very timely and informative

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Trends In Family Offices And Multi-Family Offices

Webinars

Jim R April 22, 2010
(Updated: April 22, 2010)

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It is interesting to hear about other offices and how they work

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Seizing The Roth IRA Opportunity With Clients And Prospects

Webinars

Jim R December 10, 2009
(Updated: December 10, 2009)

5.0
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Very informative. Great information!

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2010 Compliance Planning For RIAs

Webinars

Jim R October 29, 2009
(Updated: October 29, 2009)

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Important issues most advisors don't work with on a daily bais

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