Reviews written by JimBuro

Good presentation.

Good presentation.

Excellent. Great update on the key facts and figures.

Very good.

Another great job keeping things in perspective.

Wonderful program. Frank was excellent in his presentation. I would highly recommend the program.

This was a lot of material to cover but Frank did a great job providing a comprehensive overview of the most significant concepts.

Good job.

Very good. I appreciate the depth of research that Craig put into this work. I liked the visuals as well as the conceptual discussions that the model can generate. The...

Excellent. These are difficult things to understand, process, and engage with clients. Frank gave a great overview of some of the key areas that directly impact a client's level of...

Excellent overview of the economy and markets.

Frank does a good job relating the ideas to their significance in how they can influence the interactions between the advisor and the client. It serves the advisor twice. Once,...

Very good. I appreciated the practical observation regarding including some of the asset classes with higher standards of deviation and tying that to their single year outperformance and investor behavior....

I enjoyed it. Frank loves his work. He is easy to follow in addressing it's relevancy to financial advisors.

Good presentation.

Good job. Important information. I appreciated the descriptions and distinctions between terms that are frequently used and often misunderstood by clients and advisors.

very good...practical and effective

Excellent. Fritz focuses on the key tenets of market valuation and how it relates to our place in market cycles.

Excellent. I liked the way Frank distinguished the different emotions that clients experience. His insights and comments are instructive. I'm looking forward to upcoming sessions when he will address techniques...

Good presentation. Trust is critical for a successful financial advisory relationship. Frank's 3 pillars model touches on the significant elements of establishing and sustaining trust.

Great presentation. Fritz is consistent in making an objective case for MPT and the value of long-term thinking and investing.

I liked Frank's overview. I believe his course has the potential to leverage the movement toward behavioral finance in our profession. I'm looking forward to his insights in upcoming sessions....

Very good.

Good presentation. Bob did a great job covering a lot of relevant information.