Reviews written by davids614

Webinars

davids614 January 28, 2010
(Updated: January 28, 2010)

3.0
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MoneyGuidePro

Financial Planning

davids614 October 23, 2009

Overall rating

3.7

Company

4.0

Interface

5.0

Integration

5.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

4.0

LTC-College Planning

2.0

Estate Planning

2.0

PFA MGP Experience

Good program which is graphically appealing for clients. It interfaces and integrates with all the programs I use which makes my life easier. I like the what if...

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Using Client Feedback To Drive Referrals

Webinars

davids614 October 22, 2009
(Updated: October 22, 2009)

4.0
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One Year After The Global Financial Crisis

Webinars

davids614 October 08, 2009
(Updated: October 08, 2009)

4.0
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Twitter For Advisors

Webinars

davids614 May 07, 2009
(Updated: May 07, 2009)

4.0
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Using LinkedIn To Attract New Clients

Webinars

davids614 April 30, 2009
(Updated: April 30, 2009)

3.0
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Increasing Operational Efficiency

Webinars

davids614 April 23, 2009
(Updated: April 23, 2009)

4.0
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Google AdWords For Advisors

Webinars

davids614 April 16, 2009
(Updated: April 16, 2009)

5.0
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After The Fall: Asset Allocation And Rebalancing

Webinars

davids614 April 09, 2009
(Updated: April 09, 2009)

5.0
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