Reviews written by toddw919

11 results - showing 1 - 11 Results per page:
 
Deeper Client Connections Through The Power Of Story (Event)
 

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Rating:
 
 4.0
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toddw919 Reviewed by toddw919
May 14, 2010

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Last updated: May 14, 2010
 
Financial Services Reform Update (Event)
 

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Rating:
 
 5.0
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toddw919 Reviewed by toddw919
May 07, 2010

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Last updated: May 07, 2010
 
Four Challenges Plaguing Advisors And The Solutions (Event)
 

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 5.0
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toddw919 Reviewed by toddw919
April 30, 2010

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Last updated: April 30, 2010
 
ACT
CRM Software
 

There's better out there

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Nothing else
Overall rating: 
 
 1.5
Company :
 
 2.0
Software Support :
 
 2.0
Investment Tracking :
 
 1.0
Insurance Tracking :
 
 1.0
Workflow Management :
 
 2.0
Productivity :
 
 2.0
Client Portal :
 
 1.0
Integration :
 
 1.0
Security :
 
 2.0
Pricing:
 
 1.0
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toddw919 Reviewed by toddw919
April 18, 2010

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Managing Portfolio Risk With Stock Collars (Event)
 

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Can't anyone other than Mr. Gluck moderate these things. Please.
Rating:
 
 3.0
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toddw919 Reviewed by toddw919
April 09, 2010

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Last updated: April 09, 2010
 
Tactical Asset Allocation In Today's Market (Event)
 

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Rating:
 
 4.0
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toddw919 Reviewed by toddw919
March 05, 2010

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Last updated: March 05, 2010
 
ETFs: The Good, Bad and Misunderstood (Event)
 

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Rating:
 
 4.0
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toddw919 Reviewed by toddw919
February 19, 2010

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Last updated: February 19, 2010
 
Performance Reporting For New RIAs (Event)
 

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Rating:
 
 3.0
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toddw919 Reviewed by toddw919
February 18, 2010

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Last updated: February 18, 2010
 
MoneyGuidePro
Financial Planning
 

Very good program

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Excellant tool for retirement goal planning
Overall rating: 
 
 3.9
Company :
 
 5.0
Interface :
 
 5.0
Integration :
 
 4.0
Pricing :
 
 3.0
Monte Carlo Simulation :
 
 4.0
Taxes :
 
 3.0
Asset Allocation :
 
 4.0
LTC-College Planning :
 
 4.0
Estate Planning:
 
 3.0
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toddw919 Reviewed by toddw919
February 12, 2010

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A Roundup Of Leading Advisor CRM Systems (Event)
 

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Rating:
 
 4.0
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toddw919 Reviewed by toddw919
February 12, 2010

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Last updated: February 12, 2010
 
Roth IRA Conversion Techniques (Event)
 

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Rating:
 
 5.0
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toddw919 Reviewed by toddw919
February 05, 2010

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Last updated: February 05, 2010
 
11 results - showing 1 - 11
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