Reviews written by marlenas212

4 results - showing 1 - 4  
 
 
Understanding The 3.8% Excise Tax
Webinars
marlenas212marlenas212   August 02, 2012
(Updated: August 02, 2012)
5.0
Average Attendee Rating
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Roth IRA: Beyond The Basics
Webinars
marlenas212marlenas212   June 10, 2010
(Updated: June 10, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

presentation was good, but first 15 minutes - intro - was a total waste of time! please keep the filler to a minimum

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Successful Marketing For Financial Advisors
Webinars
marlenas212marlenas212   May 20, 2010
(Updated: May 20, 2010)
5.0
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it was good. thanks guys

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Redtail CRM
CRM Software
marlenas212marlenas212   March 15, 2010
Overall rating 
 
 
3.4
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Reasonably good CRM - better than Salesforce

Prefer it over Salesforce.

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4 results - showing 1 - 4