Reviews written by Patricia
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
this was great! I was really in the dark as to how diversified portfolios did for 2014, and I feel a lot better (and less guilty) now! I...
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
if they are going to run long, please set them up that way (and provide the appropriate CE); hard to plan my day if the sessions always go over...
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
CRM Software
Patricia
September 28, 2013
Overall rating
4.0
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
5.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
5.0
My Assistant is Ecstatic!
also, their customer support is excellent.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
I liked it for the most part; I'm beginning to use mind maps in my own practice (I use MindJet on the iPad) especially for clients who do NOT have...
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
already subscribing to slide shows, hence "no" answer below
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
