Reviews written by jeanner336

13 results - showing 1 - 13  
 
 
Year End Income Tax Planning
Webinars
jeanner336jeanner336   September 06, 2012
(Updated: September 06, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

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July 2011 Economy Update With Fritz Meyer
Webinars
jeanner336jeanner336   July 11, 2011
(Updated: July 11, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Very Good

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How Advisors Can Use Niches In Marketing
Webinars
jeanner336jeanner336   July 07, 2011
(Updated: July 07, 2011)
2.0
Average Attendee Rating
Poor Average Excellent

-

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Building A Better Balanced Portfolio
Webinars
jeanner336jeanner336   April 07, 2011
(Updated: April 07, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

-

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Getting Referrals Perpetually
Webinars
jeanner336jeanner336   January 20, 2011
(Updated: January 20, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

-

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Tactical Asset Allocation In Today's Market
Webinars
jeanner336jeanner336   March 04, 2010
(Updated: March 04, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

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ETFs: The Good, Bad and Misunderstood
Webinars
jeanner336jeanner336   February 18, 2010
(Updated: February 18, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

End it on time.

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NaviPlan Extended
Financial Planning
jeanner336jeanner336   November 11, 2009
Overall rating 
 
 
4.0
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
5.0

Naviplan Review

May want to use another planning software for quick retirement planning calculations.

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PortfolioCenter
Portfolio Management
jeanner336jeanner336   November 11, 2009
Overall rating 
 
 
4.2
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Portfolio Center Review

Would recommend to any advisor.

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2010 Compliance Planning For RIAs
Webinars
jeanner336jeanner336   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Great webinar. The best one that I've seen from Advisor Products.

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Junxure
CRM Software
jeanner336jeanner336   October 25, 2009
Overall rating 
 
 
4.9
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
5.0
Insurance Tracking  
 
 
5.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
4.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Junxure is the best CRM software on the market.

Best CRM product for financial advisors.

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2010 Business Planning
Webinars
jeanner336jeanner336   October 15, 2009
(Updated: October 15, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

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One Year After The Global Financial Crisis
Webinars
jeanner336jeanner336   October 08, 2009
(Updated: October 08, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

Speakers were hard to hear at the beginning of the webinar.

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13 results - showing 1 - 13