Reviews written by emzohlen

8 results - showing 1 - 8  
 
 
emzohlenemzohlen   July 30, 2015
(Updated: July 30, 2015)
Rating 
 
 
5.0

Very quick dissemination of information. Well done

emzohlenemzohlen   March 07, 2013
(Updated: March 07, 2013)
Rating 
 
 
4.0

Great information! I"m sure some listeners would have trouble embracing Eileen's narrow approach to niche but she provided excellent data and food for thought. Thanks!

Financial Planning
emzohlenemzohlen   January 16, 2012
Overall rating 
 
 
3.3
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Good system but more capability than we need or use

Good system but more capability than we need or use

CRM Software
emzohlenemzohlen   August 18, 2010
Overall rating 
 
 
3.7
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Solid CRM system.

I do not use the Client Portal so I have no feedback on it.

emzohlenemzohlen   April 29, 2010
(Updated: April 29, 2010)
Rating 
 
 
5.0

One of the best webinars you've had. Her information was terrific!

emzohlenemzohlen   February 11, 2010
(Updated: February 11, 2010)
Rating 
 
 
5.0

Excellent! Terrific information!

emzohlenemzohlen   November 05, 2009
(Updated: November 05, 2009)
Rating 
 
 
4.0

-

emzohlenemzohlen   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
 
5.0

Terrific content! Had some sound troubles but nothing monumental. Wish we had time for more questions.

8 results - showing 1 - 8