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CFP Ethics Class
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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Reviews written by tims303
3 results - showing 1 - 3
ProTracker
CRM Software
tims303
August 09, 2010
Overall rating
3.2
Company
4.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
1.0
Integration
3.0
Security
3.0
Pricing
5.0
PT does a good job of covering the basics needed in a CRM system.
..
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Comments (0)
Successful Marketing For Financial Advisors
Webinars
tims303
May 20, 2010
(Updated: May 20, 2010)
4.0
Average Attendee Rating
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Average
Excellent
-
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Financial Planning Outsourcing To Deepen Client Relationships
Webinars
tims303
May 19, 2010
(Updated: May 19, 2010)
3.0
Average Attendee Rating
Poor
Average
Excellent
-
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Comments (0)
3 results - showing 1 - 3
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.