Reviews written by todds602

3 results - showing 1 - 3  
 
 
Silver Financial Planner
Financial Planning
todds602todds602   February 27, 2010
Overall rating 
 
 
2.7
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
2.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

it's ok

None

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Sizing Up Performance Reporting Outsourcing Solutions
Webinars
todds602todds602   December 17, 2009
(Updated: December 17, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

Not read from a script. Use less lingo for new people. Not sure how it interfaces with my custodian's services when i choose one. Went to url to get hardcopy...

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Marketing And Compliance Essentials For A New RIA
Webinars
todds602todds602   December 16, 2009
(Updated: December 16, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

Not sure.

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3 results - showing 1 - 3