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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Microsoft Outlook
CRM Software
by Guest October 20, 2009
December 11, 2010
rolandc505
Top 1000 Reviewer
View all my reviews (6)
Overall rating
2.7
Company
3.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
2.0
Client Portal
2.0
Integration
1.0
Security
4.0
Pricing
3.0
review
OK.
User Review
The Good
Best available CRM software
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.