Reviews written by Schretter

5 results - showing 1 - 5  
 
 
SchretterSchretter   September 28, 2021
10
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Technology went well.

SchretterSchretter   February 23, 2021
10
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Very good I wish more time

SchretterSchretter   January 20, 2021
10
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rushed -but good. I wish we could get the slides for free

SchretterSchretter   April 29, 2020
9.0
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excellent stats - Really like the idea of the almanac. Especially useful because clients always compare my performance versus the index- which is not a real performance...

SchretterSchretter   February 18, 2010
4.0
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Great presehtation - Advisors complain about the data input on our PR tool - data feed is not easy

Thank you for discussing the complexities and benefits of account aggregation in PR tool

5 results - showing 1 - 5