Reviews written by ashleym415

Life & Disability Insurance; Six Current Case Studies

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ashleym415 August 01, 2013
(Updated: August 01, 2013)

5.0
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Really good - well organized. Didn't have all the usual 10 slides of ads/nonsense that often precedes the presentation.

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Where Has The Financial Advice Profession Gone Wrong?

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ashleym415 June 28, 2012
(Updated: June 28, 2012)

5.0
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Good speaker - it can be hit and miss but listening to Edelman, as divisive as he is, was fantastic. The guy is a radio shock jock for the financial...

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How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?

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ashleym415 May 03, 2012
(Updated: May 03, 2012)

2.0
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The guy is a charlatan. His entire presentation was ripped. http://www.bain.com/Images/BAIN_BRIEF_8MacroTrends.pdf

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Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth

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ashleym415 February 16, 2012
(Updated: February 16, 2012)

1.0
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Awful - the guy is a clown.

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Harold Evensky On What's New In Wealth Management

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ashleym415 July 28, 2011
(Updated: July 28, 2011)

4.0
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Rehash of his presentation to CFAI but always good to hear Harold.

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Preparing For The Worst: Managing Your Clients In A Bear Market

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ashleym415 July 16, 2009
(Updated: July 16, 2009)

2.0
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