Reviews written by jaleneh812
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I'm starting to know more than my IT guy.
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Good overview.
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4.0 |
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Good information - counteracts the "conventional" wisdom being bandied about. 2 hour format was good - a lot to take in. Liked the time of the day - at least...
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Great session.Lots of good ideas.
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Different way of thinking. Challenging conventional rules of thumb.
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Good information and perspective. Interesting that plan design impacts outcomes more than education.
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Understanding the terminology was huge for me. Thanks.
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Not really applicable to the clients I work with, but it is good information to know,
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Really loved the slides. Nice concise overview of different designations.
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Very interesting. Reinforced beliefs and backed it up with data. Liked the Structured Discovery Process. It's a fine balance between being authentic and thourough.
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Very interesting. Covered a lot of ground and was a good refresher for some of the finer tax points I haven't worried about too much lately.
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As a relatively new advisor always looking to expand my knowledge.
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Always learn something new. Social Media is an area we are just dipping our toes into and know we need to take the plunge.
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Great topic and timely. I have done a roadmap with TDA and am working to implement some of the recommendations.
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Interesting content. Something to watch. I think it could also give some academics great data on active management and investor behavior. It is limiting from an asset allocation perspective in...
5.0 |
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Awesome - good information.Sometimes it is helpful to idenify those things that "you don't know you don't know" and then provide resources to fill in the gaps.
4.0 |
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Very relevant topic. Good overview of what's out there and what too look for. Gives me a starting point to narrow down the ones I want to explore in more...
4.0 |
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I am not a technology person, but each of you having a microphone would help with the Q& A part.
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Very relevant, informative and well organized. One of the best webinars I have been to lately. I have an account and just didn't know what to do with it. I...
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jaleneh812
November 30, -1
5.0 |
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I'm starting to know more than my IT guy.
