Reviews written by jorgep305

11 results - showing 1 - 11  
 
 
Adding Clients And Streamlining Processes In 2012
Webinars
jorgep305jorgep305   November 10, 2011
(Updated: November 10, 2011)
4.0
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Delivering And Monetizing Financial Advice Online
Webinars
jorgep305jorgep305   October 20, 2011
(Updated: October 20, 2011)
4.0
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The Sky Isn't The Limit, You Are! Creating New Habits For 2011
Webinars
jorgep305jorgep305   November 18, 2010
(Updated: November 18, 2010)
5.0
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Rise Up From The Financial Crisis & Reclaim Your Power!
Webinars
jorgep305jorgep305   August 26, 2010
(Updated: August 26, 2010)
4.0
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Deeper Client Connections Through The Power Of Story
Webinars
jorgep305jorgep305   May 13, 2010
(Updated: May 13, 2010)
4.0
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Junxure
CRM Software
jorgep305jorgep305   November 16, 2009
Overall rating 
 
 
4.2
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
4.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Great specialized CRM

Great specialized CRM for advisors looking for a desktop based solution

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Going Paperless 2.0
Webinars
jorgep305jorgep305   November 12, 2009
(Updated: November 12, 2009)
5.0
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2010 Compliance Planning For RIAs
Webinars
jorgep305jorgep305   October 29, 2009
(Updated: October 29, 2009)
5.0
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Very informational

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Using LinkedIn To Attract New Clients
Webinars
jorgep305jorgep305   April 30, 2009
(Updated: April 30, 2009)
3.0
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Increasing Operational Efficiency
Webinars
jorgep305jorgep305   April 23, 2009
(Updated: April 23, 2009)
5.0
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Google AdWords For Advisors
Webinars
jorgep305jorgep305   April 16, 2009
(Updated: April 16, 2009)
5.0
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11 results - showing 1 - 11