Reviews written by riac206

3 results - showing 1 - 3  
 
 
Practical Tips For RIAs To Move To The Cloud Compliantly
Webinars
riac206riac206   April 19, 2012
(Updated: April 19, 2012)
5.0
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super helpful, especially to show the Boss

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Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records
Webinars
riac206riac206   March 29, 2012
(Updated: March 29, 2012)
5.0
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super helpful, especially to show the Boss

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How Financial Advisors Can Create Video Demos Marketing Their Services
Webinars
riac206riac206   June 02, 2011
(Updated: June 02, 2011)
4.0
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Good; more detail than I was needing today, so I dropped off; but GREAT INTRO INFO!

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3 results - showing 1 - 3