Reviews written by dcbrooks

10 results - showing 1 - 10  
 
 
2014 Estate Planning Update For Financial Planners
Webinars
dcbrooksdcbrooks   December 12, 2013
(Updated: December 12, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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The Problem Of Chasing Performance
Webinars
dcbrooksdcbrooks   November 21, 2013
(Updated: November 21, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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A Financial Advisor's Guide To College Admissions
Webinars
dcbrooksdcbrooks   November 14, 2013
(Updated: November 14, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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Fritz Meyer Economic And Investment Update, November 2013
Webinars
dcbrooksdcbrooks   November 11, 2013
(Updated: November 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning
Webinars
dcbrooksdcbrooks   November 07, 2013
(Updated: November 07, 2013)
4.0
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Poor Average Excellent

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Taxation Of REITs, MLPs, Oil & Gas, And Real Estate
Webinars
dcbrooksdcbrooks   October 24, 2013
(Updated: October 24, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

I agree that this program would be better broken into several sessions dealing with the asset classes individually.

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Strategic Alliances With Accountants And Attorneys
Webinars
dcbrooksdcbrooks   October 03, 2013
(Updated: October 03, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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NaviPlan Select
Financial Planning
dcbrooksdcbrooks   May 10, 2010
Overall rating 
 
 
2.8
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Basic but Good

Good for simple situations.

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ACT4ADVISORS
CRM Software
dcbrooksdcbrooks   May 10, 2010
Overall rating 
 
 
2.3
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
4.0

OK program

Ok program

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Performance Reporting For New RIAs
Webinars
dcbrooksdcbrooks   February 17, 2010
(Updated: February 17, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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10 results - showing 1 - 10