Reviews written by bswaim

19 results - showing 1 - 19  
 
 
bswaimbswaim   January 08, 2018
(Updated: January 08, 2018)
Rating 
 
 
5.0
bswaimbswaim   June 21, 2017
(Updated: June 21, 2017)
Rating 
 
 
4.0

Most of what was presented I already have implemented in my practice. I did learn a few things thought.

bswaimbswaim   February 09, 2015
(Updated: February 09, 2015)
Rating 
 
 
4.0

Very informative but I had difficulty keeping up. He tries to cover too much info in the allotted time.

bswaimbswaim   January 16, 2014
(Updated: January 16, 2014)
Rating 
 
 
4.0

All this is very theoretical as you would expect from a college professor. I have been working with retirees for 23 years and have found that most everyone's situation...

bswaimbswaim   February 11, 2013
(Updated: February 11, 2013)
Rating 
 
 
5.0

-

Financial Planning
bswaimbswaim   January 12, 2013
Overall rating 
 
 
3.6
Company 
 
 
5.0
Interface 
 
 
3.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Pretty Darn Good

I've used this for a number of years and continue to be pleased.

bswaimbswaim   January 07, 2013
(Updated: January 07, 2013)
Rating 
 
 
5.0

-

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

TIMELY INFO...VERY GOOD PERSPECTIVE.

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

TIMELY INFO...VERY GOOD PERSPECTIVE.

bswaimbswaim   May 03, 2012
(Updated: May 03, 2012)
Rating 
 
 
5.0

Excellent topic.

bswaimbswaim   January 05, 2012
(Updated: January 05, 2012)
Rating 
 
 
4.0

very timely info...very helpful.

bswaimbswaim   August 04, 2011
(Updated: August 04, 2011)
Rating 
 
 
4.0

Good info.

bswaimbswaim   July 28, 2011
(Updated: July 28, 2011)
Rating 
 
 
5.0

Good info about investing and practice mgt.

bswaimbswaim   July 07, 2011
(Updated: July 07, 2011)
Rating 
 
 
5.0

-

bswaimbswaim   June 09, 2011
(Updated: June 09, 2011)
Rating 
 
 
4.0

-

bswaimbswaim   February 17, 2011
(Updated: February 17, 2011)
Rating 
 
 
5.0

Good info...I like any time of market outlook or economic presentation.

CRM Software
bswaimbswaim   February 22, 2010
Overall rating 
 
 
2.8
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Good Overall CRM System

I would recommend it.

bswaimbswaim   January 07, 2010
(Updated: January 07, 2010)
Rating 
 
 
3.0

ok...but i am not a 401k plan advisor...otherwise it was good info.

bswaimbswaim   July 16, 2009
(Updated: July 16, 2009)
Rating 
 
 
5.0

Excellent topic.

19 results - showing 1 - 19