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Home
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CFP Ethics Class
Purchased Electives
Reviews written by blankst
1 results - showing 1 - 1
Redtail CRM
CRM Software
blankst
February 09, 2010
Overall rating
3.7
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
4.0
Excellent web based solution that is very helpful particularly when they serve as email host.
.
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1 results - showing 1 - 1
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.