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Reviews written by williamy(90

6 results - showing 1 - 6  
 
 
Asset Protection Using Domestic Trusts
Webinars
williamy(90williamy(90   October 21, 2010
(Updated: October 21, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

good information

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Creating Financial Plans Based On Economic Scenarios
Webinars
williamy(90williamy(90   October 07, 2010
(Updated: October 07, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

good but a little long

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Tactical Asset Allocation In Today's Market
Webinars
williamy(90williamy(90   March 04, 2010
(Updated: March 04, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Good information

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Junxure
CRM Software
williamy(90williamy(90   January 11, 2010
Overall rating 
 
 
3.2
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
4.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
3.0

Junxure

Overall, good tool.

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The 401k Upheaval And How It Affects Advisors
Webinars
williamy(90williamy(90   January 07, 2010
(Updated: January 07, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

I thought it was good information. The switching of headsets made some noise on the audio and would be clearer if you did not have to do that. ...

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Using Client Feedback To Drive Referrals
Webinars
williamy(90williamy(90   October 22, 2009
(Updated: October 22, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

Very helpful in dealing with prospects and clients

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6 results - showing 1 - 6