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Very good. Would love one of Bob's programs with a focus on California gift and estate tax strategies only. I think he would get a large audience....
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It met my expectations. Thank you.
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Showed importance of this area
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Bob gives excellent talking points that the advisor can easily implement to the benefit of the client.
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Really fantastic! How do we subscribe to her product? Question for Crystal: Does she help small business owners find employees...walk through that part of Linked In?...
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Very precise and helpful.
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Very clear and passionate about his topic.
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Very well presented!
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Would like to be able to focus more closely on handouts.