Reviews written by marcs973

3 results - showing 1 - 3  
 
 
New Opportunities For Advisors In 401ks
Webinars
marcs973marcs973   February 25, 2010
(Updated: February 25, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Very good and anyprocess template or handouts would be appreciated

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Microsoft Outlook
CRM Software
marcs973marcs973   February 19, 2010
Overall rating 
 
 
2.0
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
3.0
Pricing 
 
 
4.0

Basic Email and Rolodex

Need to get to next level

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ETFs: The Good, Bad and Misunderstood
Webinars
marcs973marcs973   February 18, 2010
(Updated: February 18, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

very good

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3 results - showing 1 - 3