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Reviews written by t scottw316

14 results - showing 1 - 14  
 
 
Successful Marketing For Financial Advisors
Webinars
t scottw316t scottw316   May 20, 2010
(Updated: May 20, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Deeper Client Connections Through The Power Of Story
Webinars
t scottw316t scottw316   May 13, 2010
(Updated: May 13, 2010)
3.0
Average Attendee Rating
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Managing Portfolio Risk With Stock Collars
Webinars
t scottw316t scottw316   April 08, 2010
(Updated: April 08, 2010)
5.0
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Good topic and interesting webinar.

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Roth IRA Conversion Techniques
Webinars
t scottw316t scottw316   February 04, 2010
(Updated: February 04, 2010)
5.0
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Liked it, very helpful

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Precious Metals: Can The Rally Continue?
Webinars
t scottw316t scottw316   January 14, 2010
(Updated: January 14, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Seizing The Roth IRA Opportunity With Clients And Prospects
Webinars
t scottw316t scottw316   December 10, 2009
(Updated: December 10, 2009)
5.0
Average Attendee Rating
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Very good presentation.

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Privacy Law, Data Security And Financial Advisors
Webinars
t scottw316t scottw316   November 19, 2009
(Updated: November 19, 2009)
4.0
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Junxure
CRM Software
t scottw316t scottw316   November 19, 2009
Overall rating 
 
 
4.1
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Good and very useful

.

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Embedding Processes In Your CRM
Webinars
t scottw316t scottw316   November 05, 2009
(Updated: November 05, 2009)
4.0
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2010 Compliance Planning For RIAs
Webinars
t scottw316t scottw316   October 29, 2009
(Updated: October 29, 2009)
4.0
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Using Client Feedback To Drive Referrals
Webinars
t scottw316t scottw316   October 22, 2009
(Updated: October 22, 2009)
5.0
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2010 Business Planning
Webinars
t scottw316t scottw316   October 15, 2009
(Updated: October 15, 2009)
5.0
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Poor Average Excellent

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Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
Webinars
t scottw316t scottw316   May 14, 2009
(Updated: May 14, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

Thought it was good all around discussion on upcoming tax issues.

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Twitter For Advisors
Webinars
t scottw316t scottw316   May 07, 2009
(Updated: May 07, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

Compliance seems to be a big issue with twitter, maybe a little more focus on how to deal with that.

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14 results - showing 1 - 14