Reviews written by janettylerjohnson

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SRI is a great topic and you picked the best possible presenter. Thanks Andy!!

I appreciate the facts that Bob shares, but the political bias and fear are tough to listen to. I want strategies, not opinions. And I like Bob :)...

I would like to have seen more about the software and how the first part of the presentation (four quadrants) fits into the software. Too bad...

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Great!

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Kevin Condon did a great job and is doing great work. Thanks for having him on Andy.

Fabulous as always. Bob does a great job.

I've heard better presentations on Niche Marketing.

Excellent work that Mark is doing.

Very innovative.

A lot of information for late on Friday afternoon :)

Terrific! Great information!

Good info. None of this was new information to me but Susan did a nice job of explaining all of this. Thanks, Andy, for offering something...

Terrific!

Diane was awesome, as always!

MoneyGuide Pro also integrates with numerous CRM and back office solutions making your data entry only necessary to do one time.

Good content

To the fee-only life planners, I don't think there was a lot of new info here, but it still it important info.

Give AsetBook a serious look -- you won't be sorry!

I use Redtail for my CRM, email archiving and document imaging. All are terrific! And I love the integration with other applications.