Reviews written by connieh310

8 results - showing 1 - 8  
 
 
connieh310connieh310   June 07, 2012
(Updated: June 07, 2012)
Rating 
 
5.0

Great... one of the best ones.

connieh310connieh310   June 07, 2012
(Updated: June 07, 2012)
Rating 
 
5.0

Great... one of the best ones.

Financial Advisor Webinar Series
connieh310connieh310   July 28, 2011
(Updated: July 28, 2011)
Rating 
 
5.0

One of the Best. We need to hear from Harold more often.

Financial Advisor Webinar Series
connieh310connieh310   July 11, 2011
(Updated: July 11, 2011)
Rating 
 
5.0

economic information

Financial Advisor Webinar Series
connieh310connieh310   May 12, 2011
(Updated: May 12, 2011)
Rating 
 
4.0

Excellent pace, very thorough, perfect amount of background leading into each point. Very valuable.

connieh310connieh310   January 27, 2011
(Updated: January 27, 2011)
Rating 
 
4.0

not too bad

ACT
CRM Software
connieh310connieh310   December 14, 2010
Overall rating 
 
2.7
Company  
 
3.0
Software Support  
 
3.0
Investment Tracking  
 
1.0
Insurance Tracking  
 
1.0
Workflow Management  
 
3.0
Productivity  
 
3.0
Client Portal  
 
3.0
Integration  
 
3.0
Security  
 
3.0
Pricing 
 
4.0

Ok for the price

CRM is not bad. I don't use all its features. I like the older version for printing a contact list.

Financial Advisor Webinar Series
connieh310connieh310   December 09, 2010
(Updated: December 09, 2010)
Rating 
 
4.0

great

8 results - showing 1 - 8