Reviews written by msteele512

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The presentation was timely. Adding value to client relationships is vital and this webinar wiill give me the opportunity to do just that! Thank you.

See Above.

Lot of Information. Difficult to determine most important values.

I thought it was a great start. It would be beneficial if Doug could speak again and expand on today's topic.

Disappointed. The study sponsors were commissioned based sweat shops. Sales Quotas will prevent the sponsors to truly help clients.

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Great Product. Good value.

Solid Information. Presented well. I would be interested in post the information on my website.

Great Information. It is unfortunate that the slides are not shared in advance for note taking.

Informative

Her firm has developed a lot of data. However, her presentation provided very little insight into the industry trends Affecting RIAs. It was also very distracting listening to...

This is one of the most interesting tools I have ever seen. However, the speaker was all over the place. In future presentations, I would recommend building an...

I THOUGHT STEPHANIE WAS VERY KNOWLEDGEABLE.

This was the best webinar that I have participated in to date.

Experienced business transition expertise.

I thought the presentation was very timely. I am an RIA and plan on addressing this market in 2011.

Great! It made me reflect on my attitude and the way in which it drives my success or failure.

VERY INFORMATIVE AND IMMEDIATELY USEFUL.

I thought the presentation was excellent. I appreciated access to the slides for future review.

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