Reviews written by connieh310

8 results - showing 1 - 8 Results per page:
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

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Great... one of the best ones.
Rating:
 
 5.0
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connieh310 Reviewed by connieh310
June 08, 2012

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Last updated: June 08, 2012
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

0 of 0 people found the following review helpful
Great... one of the best ones.
Rating:
 
 5.0
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connieh310 Reviewed by connieh310
June 08, 2012

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Last updated: June 08, 2012
 
Harold Evensky On What's New In Wealth Management (Event)
 

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One of the Best. We need to hear from Harold more often.
Rating:
 
 5.0
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connieh310 Reviewed by connieh310
July 29, 2011

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Last updated: July 29, 2011
 
July 2011 Economy Update With Fritz Meyer (Event)
 

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economic information
Rating:
 
 5.0
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connieh310 Reviewed by connieh310
July 12, 2011

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Last updated: July 12, 2011
 
Crucial Concepts In Prudent Asset Allocation (Event)
 

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Excellent pace, very thorough, perfect amount of background leading into each point. Very valuable.
Rating:
 
 4.0
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connieh310 Reviewed by connieh310
May 13, 2011

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Last updated: May 13, 2011
 
New Law Means Advisors Must Battle Client Indifference To Estate Planning (Event)
 

0 of 0 people found the following review helpful
not too bad
Rating:
 
 4.0
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connieh310 Reviewed by connieh310
January 28, 2011

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Last updated: January 28, 2011
 
ACT
CRM Software
 

Ok for the price

0 of 0 people found the following review helpful
CRM is not bad. I don't use all its features. I like the older version for printing a contact list.
Overall rating: 
 
 2.7
Company :
 
 3.0
Software Support :
 
 3.0
Investment Tracking :
 
 1.0
Insurance Tracking :
 
 1.0
Workflow Management :
 
 3.0
Productivity :
 
 3.0
Client Portal :
 
 3.0
Integration :
 
 3.0
Security :
 
 3.0
Pricing:
 
 4.0
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connieh310 Reviewed by connieh310
December 15, 2010

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Transform Your 401(k) Advice Business (Event)
 

0 of 0 people found the following review helpful
great
Rating:
 
 4.0
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connieh310 Reviewed by connieh310
December 10, 2010

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Last updated: December 10, 2010
 
8 results - showing 1 - 8
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