Reviews written by NetGain

18 results - showing 1 - 18  
 
 
NetGainNetGain   July 28, 2011
(Updated: July 28, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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NetGainNetGain   February 17, 2011
(Updated: February 17, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

contains info I can use with clients, like it

NetGainNetGain   January 06, 2011
(Updated: January 06, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

excellent, with clear data

NetGainNetGain   December 16, 2010
(Updated: December 16, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

very good summary

NetGainNetGain   November 18, 2010
(Updated: November 18, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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NetGainNetGain   October 07, 2010
(Updated: October 07, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

I like the technical detail, but all added up to a sales presentation, which I prefer not to sit through thanks

NetGainNetGain   August 26, 2010
(Updated: August 26, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

I liked it, she uses words that have no definition....or another way to say that...have too many definitions

NetGainNetGain   July 14, 2010
(Updated: July 14, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

a little too slow, a little too sales pitch

NetGainNetGain   May 06, 2010
(Updated: May 06, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

one of the best, bringing some sense to a complex, changing topic; thanks, Andy and Duane.

NetGainNetGain   April 29, 2010
(Updated: April 29, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

maybe tell us if it more or less important to have printed out the slides before the webinar

NetGainNetGain   March 04, 2010
(Updated: March 04, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

thoughful, but not much help with decisions, except: could go either way, bull or bear I like thoughful, however

Financial Planning
NetGainNetGain   February 10, 2010
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Moved to MGP to work with less client asset detail, then moved back to MoneyTree, I like detail.

I like the what if calculations

NetGainNetGain   February 04, 2010
(Updated: February 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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NetGainNetGain   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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NetGainNetGain   October 15, 2009
(Updated: October 15, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Would've liked some access to Scott's templates, some sample of free or limited use tools

NetGainNetGain   October 08, 2009
(Updated: October 08, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Everybody knows who these two presenters are, but still, would have appreciated some disclosure, like: our companies depend on you advisors suggesting mutual funds to your clients....

NetGainNetGain   April 30, 2009
(Updated: April 30, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

John could have given more exact detail; a little vague

NetGainNetGain   April 16, 2009
(Updated: April 16, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

seemed to jump around too quickly

18 results - showing 1 - 18