Reviews written by Colorado

Very helpful

I don't feel like there is enough "science" here.

good comparative information

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Amazing. Every advisor who gets frustrated from time to time needs to at least consider Rick's point of view.

It was very good. I would love to listen to it again as a replay.

Very helpful, still need more direction.

This was a great topic, and as we approach year end communications, it was very timely.

Admit to not following the very very end of this one, but did get a lot out of the Target Fund discussion

Very good, I know that you don't want to make this an advertisement for their firms, but I wouldn't mind ending the webinar with a short spot from each of...

informative, will definitely motivate me to get this done professionally

The process of converting historical client data from the Advent format was long and challenging, but once it was complete, things have worked very well. The importing, reconciliation, and...

It was pretty good, I guess I am a little hung up on the price, and it would have been good to have more explanation of what you get for...

This continues to be the simple financial planning software we use, but we are exploring other modules and competing products

There are lots of changes going on in CRM, and Junxure seems to be doing a good job keeping up. We love the fact that we can manage our...

This one was fantastic

More time for Q&A