Reviews written by johnw727

As always Mr. Keebler is top notch.

Good Content but complex to run this rapidly through in a one hour presentation

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Provides a good basis in the use of Social Media as an Advisor.

Useful for everyday practice management

Excellent Presentation

Great subject and applicable to my clients. Would like to see the client presentation also.

Great intro into product Camtasia

I brought to light some of the misconceptions floating around in the financial world and from the talking heads.

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Great presentation and very applicable since I predominately work in this market of retirement plans.

Vastly different than Mark Hurley's (I should give up now, since my firm will not be worth much in the future when I want to exit) presentation.

Great resource and I really like the model of questions to ask and get answers to prior to forming that working relationship. Gee, if only we had these same tools...

Very good presentation on a subject that grows and changes so rapidly it is hard to get a handle on. Seperating personal info from business is a blur sometimes in...

The folks from SEI are always knowledgeable and have great presentations. I get update from them on a regular basis.

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I did not know that there were so many options for incryption

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I have a dual practice where I am a CPA and Financial Professional. I use ACT! for the accounting side of the practice and have customized the screens for our...

Good presentation on CRM solutions. There are quite a few to choose from and it is all a matter of what you get use to and the faults of the...

Andrew your have a penchant for having great guests...Keep up the good works.