Reviews written by NetGain

18 results - showing 1 - 18  
 
 
Financial Advisor Webinar Series
NetGainNetGain   July 28, 2011
(Updated: July 28, 2011)
Rating 
 
5.0

-

NetGainNetGain   February 17, 2011
(Updated: February 17, 2011)
Rating 
 
5.0

contains info I can use with clients, like it

Financial Advisor Webinar Series
NetGainNetGain   January 06, 2011
(Updated: January 06, 2011)
Rating 
 
5.0

excellent, with clear data

Financial Advisor Webinar Series
NetGainNetGain   December 16, 2010
(Updated: December 16, 2010)
Rating 
 
5.0

very good summary

NetGainNetGain   November 18, 2010
(Updated: November 18, 2010)
Rating 
 
4.0

-

Financial Advisor Webinar Series
NetGainNetGain   October 07, 2010
(Updated: October 07, 2010)
Rating 
 
4.0

I like the technical detail, but all added up to a sales presentation, which I prefer not to sit through thanks

NetGainNetGain   August 26, 2010
(Updated: August 26, 2010)
Rating 
 
4.0

I liked it, she uses words that have no definition....or another way to say that...have too many definitions

NetGainNetGain   July 14, 2010
(Updated: July 14, 2010)
Rating 
 
3.0

a little too slow, a little too sales pitch

Financial Advisor Webinar Series
NetGainNetGain   May 06, 2010
(Updated: May 06, 2010)
Rating 
 
5.0

one of the best, bringing some sense to a complex, changing topic; thanks, Andy and Duane.

Financial Advisor Webinar Series
NetGainNetGain   April 29, 2010
(Updated: April 29, 2010)
Rating 
 
5.0

maybe tell us if it more or less important to have printed out the slides before the webinar

Financial Advisor Webinar Series
NetGainNetGain   March 04, 2010
(Updated: March 04, 2010)
Rating 
 
3.0

thoughful, but not much help with decisions, except: could go either way, bull or bear I like thoughful, however

Financial Planning
NetGainNetGain   February 10, 2010
Overall rating 
 
3.3
Company 
 
4.0
Interface 
 
3.0
Integration 
 
4.0
Pricing 
 
4.0
Monte Carlo Simulation 
 
4.0
Taxes 
 
2.0
Asset Allocation 
 
3.0
LTC-College Planning 
 
3.0
Estate Planning 
 
3.0

Moved to MGP to work with less client asset detail, then moved back to MoneyTree, I like detail.

I like the what if calculations

Financial Advisor Webinar Series
NetGainNetGain   February 04, 2010
(Updated: February 04, 2010)
Rating 
 
5.0

-

Financial Advisor Webinar Series
NetGainNetGain   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
5.0

-

Financial Advisor Webinar Series
NetGainNetGain   October 15, 2009
(Updated: October 15, 2009)
Rating 
 
5.0

Would've liked some access to Scott's templates, some sample of free or limited use tools

Financial Advisor Webinar Series
NetGainNetGain   October 08, 2009
(Updated: October 08, 2009)
Rating 
 
5.0

Everybody knows who these two presenters are, but still, would have appreciated some disclosure, like: our companies depend on you advisors suggesting mutual funds to your clients....

Financial Advisor Webinar Series
NetGainNetGain   April 30, 2009
(Updated: April 30, 2009)
Rating 
 
4.0

John could have given more exact detail; a little vague

Financial Advisor Webinar Series
NetGainNetGain   April 16, 2009
(Updated: April 16, 2009)
Rating 
 
4.0

seemed to jump around too quickly

18 results - showing 1 - 18