Reviews written by christopherj858

Webinars

christopherj858 May 10, 2012
(Updated: May 10, 2012)

5.0
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Relevent given rise in some tech company values/options, and he condensed complex issues into digestible nuggets.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012

Webinars

christopherj858 May 07, 2012
(Updated: May 07, 2012)

4.0
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Not as helpful info as in the past sessions, lots of babble type info

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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012

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christopherj858 April 09, 2012
(Updated: April 09, 2012)

4.0
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Fritz is getting a bit repetitive with MPT stuff...

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Gresham's Model For A Healthy Relationship With Money

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christopherj858 March 22, 2012
(Updated: March 22, 2012)

3.0
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Way too general to be of much practical use!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012

Webinars

christopherj858 March 12, 2012
(Updated: March 12, 2012)

4.0
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-

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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals

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christopherj858 March 08, 2012
(Updated: March 08, 2012)

4.0
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v good

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Assessing Major Risks To Retirement Plans

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christopherj858 February 09, 2012
(Updated: February 09, 2012)

3.0
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-

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Income & Estate Tax Strategies For The Year

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christopherj858 February 02, 2012
(Updated: February 02, 2012)

4.0
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-

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Life Settlements: Understanding The Process, Avoiding The Pitfalls

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christopherj858 January 19, 2012
(Updated: January 19, 2012)

3.0
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-

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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now

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christopherj858 January 12, 2012
(Updated: January 12, 2012)

3.0
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OK, pretty well organized...

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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012

Webinars

christopherj858 January 09, 2012
(Updated: January 09, 2012)

4.0
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-

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Art And Collectibles Planning

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christopherj858 November 04, 2010
(Updated: November 04, 2010)

2.0
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-

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A New Approach To Estate Planning

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christopherj858 October 28, 2010
(Updated: October 28, 2010)

3.0
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-

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Asset Protection Using Domestic Trusts

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christopherj858 October 21, 2010
(Updated: October 21, 2010)

4.0
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-

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A Low-Cost Portfolio Reporting Solution For Independent Advisors

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christopherj858 July 14, 2010
(Updated: July 14, 2010)

3.0
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-

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Trends In Family Offices And Multi-Family Offices

Webinars

christopherj858 April 22, 2010
(Updated: April 22, 2010)

2.0
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terrible; content only slightly helpful; no real insight

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Secure Solutions To Protect Client Data And Comply With New Privacy Laws

Webinars

christopherj858 April 01, 2010
(Updated: April 01, 2010)

4.0
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would have been good to have attorney talk about the actual laws that apply and case history...

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Goldmine

CRM Software

christopherj858 February 23, 2010

Overall rating

3.2

Company

4.0

Software Support

3.0

Investment Tracking

3.0

Insurance Tracking

3.0

Workflow Management

3.0

Productivity

4.0

Client Portal

1.0

Integration

3.0

Security

4.0

Pricing

4.0

Excellent General Purpose CRM -- Needs Customization for RIAs

Potential to be excellent tool if you're willing to customize.

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ETFs: The Good, Bad and Misunderstood

Webinars

christopherj858 February 18, 2010
(Updated: February 18, 2010)

4.0
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-

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2010 Compliance Planning For RIAs

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christopherj858 October 29, 2009
(Updated: October 29, 2009)

3.0
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Very broad overview, would have liked more specific coverage of SEC focus and changes for 2010

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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

christopherj858 July 16, 2009
(Updated: July 16, 2009)

4.0
Average Attendee Rating
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Not as helpful info as in the past sessions, lots of babble type info

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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

christopherj858 July 16, 2009
(Updated: July 16, 2009)

4.0
Average Attendee Rating
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Fritz is getting a bit repetitive with MPT stuff...

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Compliance Issues Posed By LinkedIn, Blogs, And Social Networking

Webinars

christopherj858 April 02, 2009
(Updated: April 02, 2009)

3.0
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Subject is more simple that originally seemed so don't think could improve.

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