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CE Webinars
CFP Ethics Class
Purchased Electives
Reviews written by Joe G
1 results - showing 1 - 1
Microsoft Outlook
CRM Software
Joe G
March 17, 2010
Overall rating
2.5
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
2.0
Integration
3.0
Security
3.0
Pricing
3.0
JG Review
None
Read Review
Comments (0)
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.