Reviews written by AndyTilp

48 results - showing 26 - 48  
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AndyTilpAndyTilp   July 11, 2011
(Updated: July 11, 2011)
5.0
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AndyTilpAndyTilp   June 16, 2011
(Updated: June 16, 2011)
4.0
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AndyTilpAndyTilp   May 12, 2011
(Updated: May 12, 2011)
4.0
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alittle too over my head, but was still able to get something out of it.

AndyTilpAndyTilp   April 14, 2011
(Updated: April 14, 2011)
5.0
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Please have Fritz on every month! Great info.

AndyTilpAndyTilp   April 07, 2011
(Updated: April 07, 2011)
5.0
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AndyTilpAndyTilp   March 03, 2011
(Updated: March 03, 2011)
4.0
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AndyTilpAndyTilp   February 10, 2011
(Updated: February 10, 2011)
3.0
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AndyTilpAndyTilp   January 27, 2011
(Updated: January 27, 2011)
4.0
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Great overview of new changes. Very helpful. Thanks

AndyTilpAndyTilp   January 06, 2011
(Updated: January 06, 2011)
4.0
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Good data

AndyTilpAndyTilp   December 16, 2010
(Updated: December 16, 2010)
4.0
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AndyTilpAndyTilp   September 08, 2010
(Updated: September 08, 2010)
3.0
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Interesting to see returns on this set of investments. Some clients are not interested, due to nature of 'sin', but others are looking for return no matter what. Will be...

AndyTilpAndyTilp   August 05, 2010
(Updated: August 05, 2010)
4.0
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Good topic on how to work together and collaborate. This was a good overview, but need to get into the details.

AndyTilpAndyTilp   July 08, 2010
(Updated: July 08, 2010)
5.0
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Extremely helpful info. The consolidated check list of things to do will allow me to take action getting myself going. Otherwise I would be wondering where to start.

AndyTilpAndyTilp   April 29, 2010
(Updated: April 29, 2010)
4.0
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Very helpful topic. Wish the last section wasn't so rushed.

AndyTilpAndyTilp   March 18, 2010
(Updated: March 18, 2010)
4.0
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Having the slides would have been good to take notes with.

AndyTilpAndyTilp   February 11, 2010
(Updated: February 11, 2010)
4.0
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CRM Software
AndyTilpAndyTilp   February 08, 2010
Overall rating 
 
 
2.3
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
3.0
Pricing 
 
 
2.0

Primarily use as email client and method to manage contacts. Ok for sole prop starting out.

Use on a daily basis

AndyTilpAndyTilp   January 28, 2010
(Updated: January 28, 2010)
5.0
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Thanks for running over time and taking questions. Excellent presentation on a chaotic situtation. Directly applicable to helping clients.

AndyTilpAndyTilp   January 14, 2010
(Updated: January 14, 2010)
4.0
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Useful set of data. Of course it was skewed (IMO) to show time periods of the best performance of precious metals. It would have been useful to hear more...

AndyTilpAndyTilp   July 16, 2009
(Updated: July 16, 2009)
4.0
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AndyTilpAndyTilp   July 16, 2009
(Updated: July 16, 2009)
4.0
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Poor Average Excellent

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AndyTilpAndyTilp   July 16, 2009
(Updated: July 16, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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48 results - showing 26 - 48  
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