Reviews written by polarbear

203 results - showing 151 - 175  
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polarbearpolarbear   June 22, 2011
(Updated: June 22, 2011)
4.0
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polarbearpolarbear   June 16, 2011
(Updated: June 16, 2011)
4.0
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As mentioned - similar philosophy to Bachrach's values based financial planning and Kinder's approach - which in my mind is an exceptional way to engage in more meaningful client oriented...

polarbearpolarbear   June 06, 2011
(Updated: June 06, 2011)
5.0
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As always - Fritz's economic analysis is CLEAR and gives me usable ideas to share with my clients. And as a side note - he appears to a an island...

polarbearpolarbear   May 09, 2011
(Updated: May 09, 2011)
5.0
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Fritz drops his voice too much and he becomes hard to hear. He need to talk directly into the microphone.

polarbearpolarbear   April 28, 2011
(Updated: April 28, 2011)
5.0
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Bring Brian back again to discuss additional advisor - technology "real world" issues! Great and informative webinar full of useful and actionable ideas.

polarbearpolarbear   April 14, 2011
(Updated: April 14, 2011)
5.0
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Fritz provided very clear views of the various major economic levers that affect our past economic environment. Very intersting (at the end) he clearly states the PREDICTIVE value...

polarbearpolarbear   April 07, 2011
(Updated: April 07, 2011)
5.0
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One of the BEST webinars I have ever attended. I kinda knew some of this (from the work of Rodger Gibson) but definately NOT to the extent that seeing Craig's...

polarbearpolarbear   March 24, 2011
(Updated: March 24, 2011)
3.0
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polarbearpolarbear   March 15, 2011
(Updated: March 16, 2011)
Overall rating 
 
 
4.7
Trading Features 
 
 
5.0
Reporting 
 
 
5.0
Managing For Tax Efficiency 
 
 
5.0
Household Rebalancing 
 
 
5.0
Tax Loss Harvesting 
 
 
5.0
Trade Order Reconcilliation 
 
 
5.0
Integrations 
 
 
2.0
Security 
 
 
5.0
Training 
 
 
5.0
Support 
 
 
5.0
Pricing 
 
 
5.0

TRX has made me a better advisor-making me more efficient, compliant, and saving in trade errors.

Huge time saver. Makes what was once a tedious process relatively easy, precise, and fast. Excellent and friendly product support.

polarbearpolarbear   January 06, 2011
(Updated: January 06, 2011)
5.0
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I knew a lot of this stuff before this webinar ...yet I really learned a lot more about this stuff. Really a helpful webinar!

polarbearpolarbear   November 11, 2010
(Updated: November 11, 2010)
5.0
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polarbearpolarbear   November 04, 2010
(Updated: November 04, 2010)
5.0
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polarbearpolarbear   September 30, 2010
(Updated: September 30, 2010)
5.0
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polarbearpolarbear   September 23, 2010
(Updated: September 23, 2010)
4.0
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polarbearpolarbear   August 12, 2010
(Updated: August 12, 2010)
5.0
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excellent - REALLY useful + practical + actionable information on a critical aspect of running my firm.

polarbearpolarbear   July 15, 2010
(Updated: July 15, 2010)
3.0
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polarbearpolarbear   July 14, 2010
(Updated: July 14, 2010)
4.0
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polarbearpolarbear   June 24, 2010
(Updated: June 24, 2010)
3.0
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polarbearpolarbear   June 17, 2010
(Updated: June 17, 2010)
5.0
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polarbearpolarbear   June 16, 2010
(Updated: June 16, 2010)
5.0
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polarbearpolarbear   June 10, 2010
(Updated: June 10, 2010)
5.0
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always amazing!

polarbearpolarbear   May 19, 2010
(Updated: May 19, 2010)
4.0
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polarbearpolarbear   May 13, 2010
(Updated: May 13, 2010)
4.0
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polarbearpolarbear   May 06, 2010
(Updated: May 06, 2010)
5.0
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polarbearpolarbear   April 29, 2010
(Updated: April 29, 2010)
4.0
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203 results - showing 151 - 175  
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