Reviews written by 8100e

Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

Webinars

8100e April 10, 2014
(Updated: April 10, 2014)

4.0
Average Attendee Rating
Poor	Average	Excellent

Probably better suited for advisors with younger clients.

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Rebalancing Software For RIAs: Vendors, Benefits & Capabilities

Webinars

8100e October 18, 2012
(Updated: October 18, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

I would have appreciated more of a distinction between portfolio management software and rebalancing software.

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July 2011 Economy Update With Fritz Meyer

Webinars

8100e July 11, 2011
(Updated: July 11, 2011)

4.0
Average Attendee Rating
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How Financial Advisors Can Create Video Demos Marketing Their Services

Webinars

8100e June 02, 2011
(Updated: June 02, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

Appreciated the opportunity to learn. I thought he started to slowly. Would have welcomed more of an overview; sounds like a very good tool, but takes a significant...

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MoneyGuidePro

Financial Planning

8100e April 04, 2011

Overall rating

4.7

Company

5.0

Interface

5.0

Integration

5.0

Pricing

5.0

Monte Carlo Simulation

5.0

Taxes

4.0

Asset Allocation

5.0

LTC-College Planning

4.0

Estate Planning

4.0

Money Guide Pro overview

Excellent. Clients also like it.

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Eight Strategic Steps To Grow Your Advisory Firm

Webinars

8100e March 25, 2010
(Updated: March 25, 2010)

4.0
Average Attendee Rating
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