Reviews written by rickr201
15 results - showing 1 - 15
rickr201
April 01, 2020
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High value to my practice and very timely
5.0 |
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Great Preview
5.0 |
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4.0 |
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Great content wit ha high level of relevance to my practice
5.0 |
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5.0 |
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On Point. Well presented
4.0 |
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3 hours of material covered in one hour. May have to listen to it 2 more times.
Webinars
4.0 |
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5.0 |
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Thank goodness for replays.
5.0 |
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Financial Planning
rickr201
April 14, 2012
Overall rating
2.7
Company
4.0
Interface
1.0
Integration
1.0
Pricing
4.0
Monte Carlo Simulation
2.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
good general purpose goal oriented planning software lacking ability to integrate with CRM's and ot
I've been a user since Sterling Wentworth days. Looking for the next generation planning software that fits nicely into an integrated wealth platform.
4.0 |
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Important topic to continue to explore. I have a lunch date with a psychologist friend on Monday and this will help enhance our discussion and our working relationship as well....
15 results - showing 1 - 15
