Reviews written by Schretter
6 results - showing 1 - 6
Schretter
September 28, 2021
10 |
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Technology went well.
Schretter
February 23, 2021
10 |
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Very good I wish more time
Schretter
January 20, 2021
10 |
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rushed -but good. I wish we could get the slides for free
Schretter
April 29, 2020
9.0 |
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excellent stats - Really like the idea of the almanac. Especially useful because clients always compare my performance versus the index- which is not a real performance...
Webinars
Schretter
February 18, 2010
4.0 |
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Great presehtation - Advisors complain about the data input on our PR tool - data feed is not easy
Thank you for discussing the complexities and benefits of account aggregation in PR tool
6 results - showing 1 - 6
