Reviews written by amys206
amys206
March 11, 2020
He often speaks above my head and addresses HNW issues, which don't apply to my clients, but I always learn something new.
amys206
February 19, 2020
He often goes over my head, but that's more of a reflection on me than him. :-)
amys206
February 12, 2020
He often goes over my head, but that's more of a reflection on me than him. :-)
amys206
January 21, 2019
It was above my tax knowledge, and my clients aren't HNW, but it's interesting to hear how people game the system.
amys206
August 13, 2018
It would be better if there wasn't so much data on the graphs...it makes it harder to read and understand his point.
amys206
July 18, 2018
Charts with less information on them are always better, but Bob did a very good job of describing what we were seeing, which helped.
amys206
July 11, 2018
I think I misunderstood what the focus of the webinar was going to be.
great presenter!
More webinars on this subject would be useful. I especially liked Bob's takes on what role financial planners should take (i.e. not stepping on attorney's toes).
great!