Reviews written by Patricia

59 results - showing 1 - 25  
1 2 3  
 
PatriciaPatricia   October 13, 2016
(Updated: October 13, 2016)
Rating 
 
5.0
Financial Advisor Webinar Series
PatriciaPatricia   August 24, 2015
(Updated: August 24, 2015)
Rating 
 
5.0
PatriciaPatricia   July 13, 2015
(Updated: July 13, 2015)
Rating 
 
5.0
Financial Advisor Webinar Series
PatriciaPatricia   January 15, 2015
(Updated: January 15, 2015)
Rating 
 
5.0

this was great! I was really in the dark as to how diversified portfolios did for 2014, and I feel a lot better (and less guilty) now! I...

PatriciaPatricia   January 12, 2015
(Updated: January 12, 2015)
Rating 
 
4.0
PatriciaPatricia   August 11, 2014
(Updated: August 11, 2014)
Rating 
 
4.0

if they are going to run long, please set them up that way (and provide the appropriate CE); hard to plan my day if the sessions always go over...

Financial Advisor Webinar Series
PatriciaPatricia   May 12, 2014
(Updated: May 12, 2014)
Rating 
 
5.0

-

PatriciaPatricia   February 10, 2014
(Updated: February 10, 2014)
Rating 
 
5.0

-

PatriciaPatricia   February 06, 2014
(Updated: February 06, 2014)
Rating 
 
5.0

-

CRM Software
PatriciaPatricia   September 28, 2013
Overall rating 
 
4.0
Company  
 
5.0
Software Support  
 
5.0
Investment Tracking  
 
3.0
Insurance Tracking  
 
2.0
Workflow Management  
 
4.0
Productivity  
 
5.0
Client Portal  
 
3.0
Integration  
 
4.0
Security  
 
4.0
Pricing 
 
5.0

My Assistant is Ecstatic!

also, their customer support is excellent.

PatriciaPatricia   November 12, 2012
(Updated: November 12, 2012)
Rating 
 
5.0

-

PatriciaPatricia   October 08, 2012
(Updated: October 08, 2012)
Rating 
 
5.0

-

PatriciaPatricia   August 13, 2012
(Updated: August 13, 2012)
Rating 
 
5.0

-

PatriciaPatricia   July 26, 2012
(Updated: July 26, 2012)
Rating 
 
3.0

I liked it for the most part; I'm beginning to use mind maps in my own practice (I use MindJet on the iPad) especially for clients who do NOT have...

PatriciaPatricia   July 09, 2012
(Updated: July 09, 2012)
Rating 
 
5.0

-

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

-

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

-

Financial Advisor Webinar Series
PatriciaPatricia   May 10, 2012
(Updated: May 10, 2012)
Rating 
 
5.0

-

PatriciaPatricia   May 07, 2012
(Updated: May 07, 2012)
Rating 
 
5.0

-

PatriciaPatricia   March 12, 2012
(Updated: March 12, 2012)
Rating 
 
5.0

-

PatriciaPatricia   March 08, 2012
(Updated: March 08, 2012)
Rating 
 
5.0

-

PatriciaPatricia   February 13, 2012
(Updated: February 13, 2012)
Rating 
 
5.0

already subscribing to slide shows, hence "no" answer below

Financial Advisor Webinar Series
PatriciaPatricia   February 09, 2012
(Updated: February 09, 2012)
Rating 
 
5.0

-

Financial Advisor Webinar Series
PatriciaPatricia   February 02, 2012
(Updated: February 02, 2012)
Rating 
 
4.0

-

PatriciaPatricia   January 09, 2012
(Updated: January 09, 2012)
Rating 
 
5.0

-

59 results - showing 1 - 25  
1 2 3