Reviews written by jeffreyw973

Good job today. I continue to believe that these webinars should end, one way or anther, promptly at 5pm.

I think on that last question based on the quote the questioner provided that Bob might have been wrong. Want to be careful about that and follow up and...

Solid presentation. Specialized subject.

Awesome job. So much to chew on.

Something to think about seriously in terms of growing the business.

very useful practical information

Very useful info. A lot to digest, especially at 4pm on a Friday in mid-August, lol. Need to go back and watch replay when fresher. But this...

I would reiterate a comment I have made before - I love these sessions. I think they are helpful and I really appreciate it. But they should...

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Please try to start a little closer to on time. 3-5 minutes ok. and should end, including Q&A, on time. 40 minutes or so should be enough...

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Helpful discussion of the nuances of how you comply w the need to deliver your ADV. As for me I am looking forward to my impending launch of the...

Pretty helpful though much of this information has been out there pretty broadly and availables so it is pretty familiar.

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Useful practical tips and really just a good reminder to do that which I know I should do. Year end tax harvesting and tax lot identification are key issues....