Reviews written by johnw727

23 results - showing 1 - 23  
 
 
johnw727johnw727   September 06, 2012
(Updated: September 06, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

As always Mr. Keebler is top notch.

johnw727johnw727   May 10, 2012
(Updated: May 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Good Content but complex to run this rapidly through in a one hour presentation

johnw727johnw727   March 08, 2012
(Updated: March 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

johnw727johnw727   January 26, 2012
(Updated: January 26, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Provides a good basis in the use of Social Media as an Advisor.

Portfolio Management
johnw727johnw727   November 21, 2011
Overall rating 
 
 
4.1
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Morningstar Office empowers the advisor to analyze, select, and report client portfolios.

Useful for everyday practice management

johnw727johnw727   November 10, 2011
(Updated: November 10, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent Presentation

johnw727johnw727   October 27, 2011
(Updated: October 27, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Great subject and applicable to my clients. Would like to see the client presentation also.

johnw727johnw727   June 02, 2011
(Updated: June 02, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Great intro into product Camtasia

johnw727johnw727   February 17, 2011
(Updated: February 17, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

I brought to light some of the misconceptions floating around in the financial world and from the talking heads.

johnw727johnw727   January 20, 2011
(Updated: January 20, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

johnw727johnw727   December 09, 2010
(Updated: December 09, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great presentation and very applicable since I predominately work in this market of retirement plans.

johnw727johnw727   August 19, 2010
(Updated: August 19, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Vastly different than Mark Hurley's (I should give up now, since my firm will not be worth much in the future when I want to exit) presentation.

johnw727johnw727   August 05, 2010
(Updated: August 05, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great resource and I really like the model of questions to ask and get answers to prior to forming that working relationship. Gee, if only we had these same tools...

johnw727johnw727   July 08, 2010
(Updated: July 08, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Very good presentation on a subject that grows and changes so rapidly it is hard to get a handle on. Seperating personal info from business is a blur sometimes in...

johnw727johnw727   May 20, 2010
(Updated: May 20, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

The folks from SEI are always knowledgeable and have great presentations. I get update from them on a regular basis.

johnw727johnw727   May 06, 2010
(Updated: May 06, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

johnw727johnw727   March 25, 2010
(Updated: March 25, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

johnw727johnw727   December 03, 2009
(Updated: December 03, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

I did not know that there were so many options for incryption

johnw727johnw727   November 19, 2009
(Updated: November 19, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

ACT
CRM Software
johnw727johnw727   November 06, 2009
Overall rating 
 
 
3.5
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
5.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Flexible for Client tracking and manangement but not great for the true Financial Professional

I have a dual practice where I am a CPA and Financial Professional. I use ACT! for the accounting side of the practice and have customized the screens for our...

johnw727johnw727   November 05, 2009
(Updated: November 05, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Good presentation on CRM solutions. There are quite a few to choose from and it is all a matter of what you get use to and the faults of the...

johnw727johnw727   October 15, 2009
(Updated: October 15, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Andrew your have a penchant for having great guests...Keep up the good works.

23 results - showing 1 - 23