Reviews written by karenl215

3 results - showing 1 - 3  
 
 
Roth IRA Conversion Techniques
Webinars
karenl215karenl215   February 04, 2010
(Updated: February 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great Seminar. Thanks Andy! I'm a CPA/PFS and not a CFP. Can I get CPE credit for these webinars?

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ACT
CRM Software
karenl215karenl215   November 11, 2009
Overall rating 
 
 
2.3
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
3.0
Pricing 
 
 
4.0

Updating of fields and tabs can be painful but overall have it working for us

We feel it may be time to explore/review other options in CRM technology as we have used ACT for over 11 years.

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Embedding Processes In Your CRM
Webinars
karenl215karenl215   November 05, 2009
(Updated: November 05, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

It confirmed with what we are planning to do and where we are now with Advantages and Disadvantages with our current CRM software.

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3 results - showing 1 - 3