Reviews written by chuck@gsf

6 results - showing 1 - 6  
 
 
How Much Diversification Is Enough And What's It Cost?
Webinars
chuck@gsfchuck@gsf   March 21, 2018
5.0
Average Attendee Rating
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2018 Tax Planning For Advisors, Two Credits
Webinars
chuck@gsfchuck@gsf   February 07, 2018
(Updated: February 07, 2018)
5.0
Average Attendee Rating
Poor Average Excellent
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
chuck@gsfchuck@gsf   July 26, 2017
(Updated: July 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
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How A Fee-Only RIA Can Advise Clients On Existing Annuities
Webinars
chuck@gsfchuck@gsf   March 21, 2013
(Updated: March 21, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent!

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Microsoft Outlook
CRM Software
chuck@gsfchuck@gsf   July 19, 2010
Overall rating 
 
 
2.4
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Serves basic needs, not designed specifically for financial services practice.

Adequate, but not optimal

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MoneyGuidePro
Financial Planning
chuck@gsfchuck@gsf   June 24, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Solid planning tool

Overall very satisfied with product to date.

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6 results - showing 1 - 6