Reviews written by ssmartin1

Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits

Webinars

ssmartin1 January 12, 2015
(Updated: January 12, 2015)

5.0
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The webinar was very thorough in providing details and drawing conclusions from charts. Everything was presented in an organized and effective manner.

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The Problem Of Chasing Performance

Webinars

ssmartin1 November 21, 2013
(Updated: November 21, 2013)

5.0
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How Can An RIA Profitably Offer SRI Portfolios

Webinars

ssmartin1 January 10, 2013
(Updated: January 10, 2013)

5.0
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I think that it was very informative. I would like to get the moderator's contact information.

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Trust Topics And Trends For Financial Advisors

Webinars

ssmartin1 October 11, 2012
(Updated: October 11, 2012)

5.0
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Industry Trends Affecting RIAs

Webinars

ssmartin1 March 24, 2011
(Updated: March 24, 2011)

5.0
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10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors

Webinars

ssmartin1 March 03, 2011
(Updated: March 03, 2011)

5.0
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Financial Services Reform Update

Webinars

ssmartin1 May 06, 2010
(Updated: May 06, 2010)

5.0
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I think it was very helpful.

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