Reviews written by toddw919

14 results - showing 1 - 14  
 
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
toddw919toddw919   March 08, 2012
(Updated: March 08, 2012)
4.0
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Deeper Client Connections Through The Power Of Story
Webinars
toddw919toddw919   May 13, 2010
(Updated: May 13, 2010)
4.0
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Financial Services Reform Update
Webinars
toddw919toddw919   May 06, 2010
(Updated: May 06, 2010)
5.0
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Four Challenges Plaguing Advisors And The Solutions
Webinars
toddw919toddw919   April 29, 2010
(Updated: April 29, 2010)
5.0
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ACT
CRM Software
toddw919toddw919   April 18, 2010
Overall rating 
 
 
1.5
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
1.0

There's better out there

Nothing else

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Managing Portfolio Risk With Stock Collars
Webinars
toddw919toddw919   April 08, 2010
(Updated: April 08, 2010)
3.0
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Can't anyone other than Mr. Gluck moderate these things. Please.

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Tactical Asset Allocation In Today's Market
Webinars
toddw919toddw919   March 04, 2010
(Updated: March 04, 2010)
4.0
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ETFs: The Good, Bad and Misunderstood
Webinars
toddw919toddw919   February 18, 2010
(Updated: February 18, 2010)
4.0
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Performance Reporting For New RIAs
Webinars
toddw919toddw919   February 17, 2010
(Updated: February 17, 2010)
3.0
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MoneyGuidePro
Financial Planning
toddw919toddw919   February 12, 2010
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Very good program

Excellant tool for retirement goal planning

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A Roundup Of Leading Advisor CRM Systems
Webinars
toddw919toddw919   February 11, 2010
(Updated: February 11, 2010)
4.0
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Roth IRA Conversion Techniques
Webinars
toddw919toddw919   February 04, 2010
(Updated: February 04, 2010)
5.0
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One Year After The Global Financial Crisis
Webinars
toddw919toddw919   October 08, 2009
(Updated: October 08, 2009)
5.0
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14 results - showing 1 - 14