Reviews written by emzohlen
8 results - showing 1 - 8
5.0 |
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Very quick dissemination of information. Well done
Webinars
4.0 |
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Great information! I"m sure some listeners would have trouble embracing Eileen's narrow approach to niche but she provided excellent data and food for thought. Thanks!
Financial Planning
emzohlen
January 16, 2012
Overall rating
3.3
Company
5.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Good system but more capability than we need or use
Good system but more capability than we need or use
CRM Software
emzohlen
August 18, 2010
Overall rating
3.7
Company
5.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
3.0
Security
4.0
Pricing
5.0
Solid CRM system.
I do not use the Client Portal so I have no feedback on it.
5.0 |
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One of the best webinars you've had. Her information was terrific!
5.0 |
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Excellent! Terrific information!
Webinars
4.0 |
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Webinars
5.0 |
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Terrific content! Had some sound troubles but nothing monumental. Wish we had time for more questions.
8 results - showing 1 - 8
