Reviews written by christopherj858

24 results - showing 1 - 24  
 
 
christopherj858christopherj858   May 10, 2012
(Updated: May 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Relevent given rise in some tech company values/options, and he condensed complex issues into digestible nuggets.

christopherj858christopherj858   May 07, 2012
(Updated: May 07, 2012)
4.0
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Not as helpful info as in the past sessions, lots of babble type info

christopherj858christopherj858   April 09, 2012
(Updated: April 09, 2012)
4.0
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Poor Average Excellent

Fritz is getting a bit repetitive with MPT stuff...

christopherj858christopherj858   March 22, 2012
(Updated: March 22, 2012)
3.0
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Way too general to be of much practical use!

christopherj858christopherj858   March 12, 2012
(Updated: March 12, 2012)
4.0
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christopherj858christopherj858   March 08, 2012
(Updated: March 08, 2012)
4.0
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v good

christopherj858christopherj858   February 09, 2012
(Updated: February 09, 2012)
3.0
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christopherj858christopherj858   February 02, 2012
(Updated: February 02, 2012)
4.0
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christopherj858christopherj858   January 19, 2012
(Updated: January 19, 2012)
3.0
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christopherj858christopherj858   January 12, 2012
(Updated: January 12, 2012)
3.0
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OK, pretty well organized...

christopherj858christopherj858   January 09, 2012
(Updated: January 09, 2012)
4.0
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christopherj858christopherj858   November 04, 2010
(Updated: November 04, 2010)
2.0
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christopherj858christopherj858   October 28, 2010
(Updated: October 28, 2010)
3.0
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christopherj858christopherj858   October 21, 2010
(Updated: October 21, 2010)
4.0
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christopherj858christopherj858   July 14, 2010
(Updated: July 14, 2010)
3.0
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christopherj858christopherj858   April 22, 2010
(Updated: April 22, 2010)
2.0
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terrible; content only slightly helpful; no real insight

christopherj858christopherj858   April 01, 2010
(Updated: April 01, 2010)
4.0
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would have been good to have attorney talk about the actual laws that apply and case history...

CRM Software
christopherj858christopherj858   February 23, 2010
Overall rating 
 
 
3.2
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Excellent General Purpose CRM -- Needs Customization for RIAs

Potential to be excellent tool if you're willing to customize.

christopherj858christopherj858   February 18, 2010
(Updated: February 18, 2010)
4.0
Average Attendee Rating
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christopherj858christopherj858   October 29, 2009
(Updated: October 29, 2009)
3.0
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Very broad overview, would have liked more specific coverage of SEC focus and changes for 2010

christopherj858christopherj858   July 16, 2009
(Updated: July 16, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

Not as helpful info as in the past sessions, lots of babble type info

christopherj858christopherj858   July 16, 2009
(Updated: July 16, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

Fritz is getting a bit repetitive with MPT stuff...

christopherj858christopherj858   April 02, 2009
(Updated: April 02, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

Subject is more simple that originally seemed so don't think could improve.

24 results - showing 1 - 24