Reviews written by janettylerjohnson

29 results - showing 1 - 25 1 2 Results per page:
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
April 08, 2013

Report this review
 
Last updated: April 08, 2013
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
March 28, 2013

Report this review
 
Last updated: March 28, 2013
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
January 13, 2013

Report this review
 
Last updated: January 13, 2013
 
 

0 of 0 people found the following review helpful
SRI is a great topic and you picked the best possible presenter. Thanks Andy!!
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
January 10, 2013

Report this review
 
Last updated: January 10, 2013
 
 

0 of 0 people found the following review helpful
I appreciate the facts that Bob shares, but the political bias and fear are tough to listen to. I want strategies, not opinions. And I like Bob :)
Rating:
 
4.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
December 06, 2012

Report this review
 
Last updated: December 06, 2012
 
 

0 of 0 people found the following review helpful
I would like to have seen more about the software and how the first part of the presentation (four quadrants) fits into the software.

Too bad about the technical difficulties :(
Rating:
 
3.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
October 25, 2012

Report this review
 
Last updated: October 25, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
July 05, 2012

Report this review
 
Last updated: July 05, 2012
 
 

0 of 0 people found the following review helpful
Great!
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
June 21, 2012

Report this review
 
Last updated: June 21, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
March 22, 2012

Report this review
 
Last updated: March 22, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
October 27, 2011

Report this review
 
Last updated: October 27, 2011
 
 

0 of 0 people found the following review helpful
Kevin Condon did a great job and is doing great work. Thanks for having him on Andy.
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
October 20, 2011

Report this review
 
Last updated: October 20, 2011
 
 

0 of 0 people found the following review helpful
Fabulous as always. Bob does a great job.
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
September 08, 2011

Report this review
 
Last updated: September 08, 2011
 
 

0 of 0 people found the following review helpful
I've heard better presentations on Niche Marketing.
Rating:
 
3.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
July 07, 2011

Report this review
 
Last updated: July 07, 2011
 
 

0 of 0 people found the following review helpful
Excellent work that Mark is doing.
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
June 16, 2011

Report this review
 
Last updated: June 16, 2011
 
 

0 of 0 people found the following review helpful
Very innovative.
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
June 09, 2011

Report this review
 
Last updated: June 09, 2011
 
 

0 of 0 people found the following review helpful
A lot of information for late on Friday afternoon :)
Rating:
 
3.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
April 14, 2011

Report this review
 
Last updated: April 14, 2011
 
 

0 of 0 people found the following review helpful
Terrific! Great information!
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
April 07, 2011

Report this review
 
Last updated: April 07, 2011
 
 

0 of 0 people found the following review helpful
Good info. None of this was new information to me but Susan did a nice job of explaining all of this.

Thanks, Andy, for offering something a little out of the box that really can have a huge impact on people.

I have not "suffered" through the past few years mainly due to the things Susan talked about today. My clients benefited greatly by me choosing to be positive, keep my energy flowing in a positive and productive manner, and knowing that everything was happening for a reason.
Rating:
 
4.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
August 26, 2010

Report this review
 
Last updated: August 26, 2010
 
 

0 of 0 people found the following review helpful
Terrific!
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
May 06, 2010

Report this review
 
Last updated: May 06, 2010
 
 

0 of 0 people found the following review helpful
Diane was awesome, as always!
Rating:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
April 29, 2010

Report this review
 
Last updated: April 29, 2010
 
Financial Planning
 

They people at MoneyGuide Pro get it. They know what our clients want.

0 of 0 people found the following review helpful
MoneyGuide Pro also integrates with numerous CRM and back office solutions making your data entry only necessary to do one time.
Overall rating: 
 
5.0
Company :
 
5.0
Interface :
 
5.0
Integration :
 
5.0
Pricing :
 
5.0
Monte Carlo Simulation :
 
5.0
Taxes :
 
5.0
Asset Allocation :
 
5.0
LTC-College Planning :
 
5.0
Estate Planning:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
April 02, 2010

Report this review
 
 
 

0 of 0 people found the following review helpful
Good content
Rating:
 
4.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
April 01, 2010

Report this review
 
Last updated: April 01, 2010
 
 

0 of 0 people found the following review helpful
To the fee-only life planners, I don't think there was a lot of new info here, but it still it important info.
Rating:
 
3.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
March 18, 2010

Report this review
 
Last updated: March 18, 2010
 
Portfolio Management
 

You'll love AssetBook!

0 of 0 people found the following review helpful
Give AsetBook a serious look -- you won't be sorry!
Overall rating: 
 
5.0
Company:
 
5.0
Technology Support:
 
5.0
Reconcilliation:
 
5.0
Financial Institution Interfaces:
 
5.0
Reports:
 
5.0
Fixed Income:
 
5.0
Tax Lot Accounting:
 
5.0
Trading:
 
5.0
Integrations:
 
5.0
Security:
 
5.0
Hosting:
 
5.0
Pricing:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
February 08, 2010

Report this review
 
 
CRM Software
 

Redtail Rocks!

1 of 1 people found the following review helpful
I use Redtail for my CRM, email archiving and document imaging. All are terrific! And I love the integration with other applications.
Overall rating: 
 
4.3
Company :
 
5.0
Software Support :
 
5.0
Investment Tracking :
 
4.0
Insurance Tracking :
 
3.0
Workflow Management :
 
5.0
Productivity :
 
5.0
Client Portal :
 
1.0
Integration :
 
5.0
Security :
 
5.0
Pricing:
 
5.0
Was this review helpful to you?
Yes No
janettylerjohnson Reviewed by janettylerjohnson
January 12, 2010

Report this review
 
 
29 results - showing 1 - 25 1 2 Results per page:
Powered by jReviews

Login