Reviews written by NetGain
| 18 results - showing 1 - 18 | Results per page: |
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contains info I can use with clients, like it
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excellent, with clear data
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2011 Compliance Planning (Event)
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very good summary
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I like the technical detail, but all added up to a sales presentation, which I prefer not to sit throughthanks |
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I liked it, she uses words that have no definition....or another way to say that...have too many definitions
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a little too slow, a little too sales pitch
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Financial Services Reform Update (Event)
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one of the best, bringing some sense to a complex, changing topic; thanks, Andy and Duane.
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maybe tell us if it more or less important to have printed out the slides before the webinar
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thoughful, but not much help with decisions, except: could go either way, bull or bearI like thoughful, however |
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Financial Planning
Moved to MGP to work with less client asset detail, then moved back to MoneyTree, I like detail.
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I like the what if calculations
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Roth IRA Conversion Techniques (Event)
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2010 Business Planning (Event)
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Would've liked some access to Scott's templates, some sample of free or limited use tools
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0 of 0 people found the following review helpful
Everybody knows who these two presenters are, but still, would have appreciated some disclosure, like: our companies depend on you advisors suggesting mutual funds to your clients....
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John could have given more exact detail; a little vague
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Google AdWords For Advisors (Event)
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seemed to jump around too quickly
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| 18 results - showing 1 - 18 |
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