Reviews written by williamy(90

Webinars

williamy(90 October 21, 2010
(Updated: October 21, 2010)

4.0
Average Attendee Rating
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good information

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Creating Financial Plans Based On Economic Scenarios

Webinars

williamy(90 October 07, 2010
(Updated: October 07, 2010)

4.0
Average Attendee Rating
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good but a little long

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Tactical Asset Allocation In Today's Market

Webinars

williamy(90 March 04, 2010
(Updated: March 04, 2010)

4.0
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Good information

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Junxure

CRM Software

williamy(90 January 11, 2010

Overall rating

3.2

Company

3.0

Software Support

3.0

Investment Tracking

2.0

Insurance Tracking

1.0

Workflow Management

4.0

Productivity

4.0

Client Portal

4.0

Integration

4.0

Security

4.0

Pricing

3.0

Junxure

Overall, good tool.

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The 401k Upheaval And How It Affects Advisors

Webinars

williamy(90 January 07, 2010
(Updated: January 07, 2010)

4.0
Average Attendee Rating
Poor	Average	Excellent

I thought it was good information. The switching of headsets made some noise on the audio and would be clearer if you did not have to do that. ...

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Using Client Feedback To Drive Referrals

Webinars

williamy(90 October 22, 2009
(Updated: October 22, 2009)

4.0
Average Attendee Rating
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Very helpful in dealing with prospects and clients

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