Reviews written by wavernr

13 results - showing 1 - 13  
 
 
wavernrwavernr   July 24, 2019
Rating 
 
5.0

Always Great! Thanks, Bob

wavernrwavernr   May 13, 2019
Rating 
 
5.0
wavernrwavernr   March 20, 2019
Rating 
 
3.0

We had hoped to learn some of the finer points, and only got some of them. FYI - 529s can not fund k-12 in Illinois as of yet, don't...

wavernrwavernr   June 27, 2018
Rating 
 
5.0

Exactly what we are working on with clients. We will be buying Craig's spreadsheet

wavernrwavernr   March 28, 2018
Rating 
 
4.0

Too much material. Use fewer examples even if you have to do a follow up webinar

wavernrwavernr   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
5.0

Great given the few hours to prep! It's helpful to know what to watch for on the compromise bill

wavernrwavernr   November 29, 2016
(Updated: November 29, 2016)
Rating 
 
5.0

Great concept, a bit too much detail

wavernrwavernr   March 23, 2016
(Updated: March 23, 2016)
Rating 
 
5.0

Awesome. I'd like to see a follow up presentation

wavernrwavernr   January 14, 2016
(Updated: January 14, 2016)
Rating 
 
4.0
wavernrwavernr   June 09, 2014
(Updated: June 09, 2014)
Rating 
 
5.0

Great job as always

CRM Software
wavernrwavernr   February 12, 2013
Overall rating 
 
2.7
Company  
 
4.0
Software Support  
 
4.0
Investment Tracking  
 
1.0
Insurance Tracking  
 
2.0
Workflow Management  
 
4.0
Productivity  
 
4.0
Client Portal  
 
1.0
Integration  
 
1.0
Security  
 
2.0
Pricing 
 
4.0

Improvements keep us from changing to another program

Two years ago we were ready to abandon for another program. We had missed two generations of upgrades. After upgrading and changing our CRM consultant we have once...

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

Well Done! Keep having Fritz present. I would enjoy a point/counterpoint approach sometime if you could find a well respected economist to take another view (eg the Reinhart...

13 results - showing 1 - 13  
 
 

 

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