Reviews written by janettylerjohnson

29 results - showing 1 - 25  
 
 
janettylerjohnsonjanettylerjohnson   April 08, 2013
(Updated: April 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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janettylerjohnsonjanettylerjohnson   March 28, 2013
(Updated: March 28, 2013)
5.0
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janettylerjohnsonjanettylerjohnson   January 13, 2013
(Updated: January 13, 2013)
5.0
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janettylerjohnsonjanettylerjohnson   January 10, 2013
(Updated: January 10, 2013)
5.0
Average Attendee Rating
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SRI is a great topic and you picked the best possible presenter. Thanks Andy!!

janettylerjohnsonjanettylerjohnson   December 06, 2012
(Updated: December 06, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

I appreciate the facts that Bob shares, but the political bias and fear are tough to listen to. I want strategies, not opinions. And I like Bob :)...

janettylerjohnsonjanettylerjohnson   October 25, 2012
(Updated: October 25, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

I would like to have seen more about the software and how the first part of the presentation (four quadrants) fits into the software. Too bad...

janettylerjohnsonjanettylerjohnson   July 05, 2012
(Updated: July 05, 2012)
5.0
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janettylerjohnsonjanettylerjohnson   June 21, 2012
(Updated: June 21, 2012)
5.0
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Poor Average Excellent

Great!

janettylerjohnsonjanettylerjohnson   March 22, 2012
(Updated: March 22, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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janettylerjohnsonjanettylerjohnson   October 27, 2011
(Updated: October 27, 2011)
5.0
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Poor Average Excellent

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janettylerjohnsonjanettylerjohnson   October 20, 2011
(Updated: October 20, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Kevin Condon did a great job and is doing great work. Thanks for having him on Andy.

janettylerjohnsonjanettylerjohnson   September 08, 2011
(Updated: September 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Fabulous as always. Bob does a great job.

janettylerjohnsonjanettylerjohnson   July 07, 2011
(Updated: July 07, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

I've heard better presentations on Niche Marketing.

janettylerjohnsonjanettylerjohnson   June 16, 2011
(Updated: June 16, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent work that Mark is doing.

janettylerjohnsonjanettylerjohnson   June 09, 2011
(Updated: June 09, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Very innovative.

janettylerjohnsonjanettylerjohnson   April 14, 2011
(Updated: April 14, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

A lot of information for late on Friday afternoon :)

janettylerjohnsonjanettylerjohnson   April 07, 2011
(Updated: April 07, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Terrific! Great information!

janettylerjohnsonjanettylerjohnson   August 26, 2010
(Updated: August 26, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Good info. None of this was new information to me but Susan did a nice job of explaining all of this. Thanks, Andy, for offering something...

janettylerjohnsonjanettylerjohnson   May 06, 2010
(Updated: May 06, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Terrific!

janettylerjohnsonjanettylerjohnson   April 29, 2010
(Updated: April 29, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Diane was awesome, as always!

Financial Planning
janettylerjohnsonjanettylerjohnson   April 02, 2010
Overall rating 
 
 
5.0
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
5.0

They people at MoneyGuide Pro get it. They know what our clients want.

MoneyGuide Pro also integrates with numerous CRM and back office solutions making your data entry only necessary to do one time.

janettylerjohnsonjanettylerjohnson   April 01, 2010
(Updated: April 01, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Good content

janettylerjohnsonjanettylerjohnson   March 18, 2010
(Updated: March 18, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

To the fee-only life planners, I don't think there was a lot of new info here, but it still it important info.

Portfolio Management
janettylerjohnsonjanettylerjohnson   February 08, 2010
Overall rating 
 
 
5.0
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

You'll love AssetBook!

Give AsetBook a serious look -- you won't be sorry!

CRM Software
janettylerjohnsonjanettylerjohnson   January 12, 2010
Overall rating 
 
 
4.3
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Redtail Rocks!

I use Redtail for my CRM, email archiving and document imaging. All are terrific! And I love the integration with other applications.

29 results - showing 1 - 25