Reviews written by williamp843

32 results - showing 1 - 25  
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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
williamp843williamp843   March 08, 2012
(Updated: March 08, 2012)
5.0
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Very timely topic!

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Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly
Webinars
williamp843williamp843   February 23, 2012
(Updated: February 23, 2012)
4.0
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Best Practices In Document Management
Webinars
williamp843williamp843   December 08, 2011
(Updated: December 08, 2011)
4.0
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Increasing Credibility With Clients
Webinars
williamp843williamp843   December 01, 2011
(Updated: December 01, 2011)
5.0
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Adding Clients And Streamlining Processes In 2012
Webinars
williamp843williamp843   November 10, 2011
(Updated: November 10, 2011)
5.0
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Great ideas to implement.

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Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You
Webinars
williamp843williamp843   September 22, 2011
(Updated: September 22, 2011)
5.0
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Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You
Webinars
williamp843williamp843   September 22, 2011
(Updated: September 22, 2011)
5.0
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Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You
Webinars
williamp843williamp843   September 22, 2011
(Updated: September 22, 2011)
5.0
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How Advisors Can Use Niches In Marketing
Webinars
williamp843williamp843   July 07, 2011
(Updated: July 07, 2011)
5.0
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OK once the microphone issues worked out.

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An Updated Approach To Goal-Driven Investing
Webinars
williamp843williamp843   June 09, 2011
(Updated: June 09, 2011)
3.0
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Interesting product. Would be interested in Beta testing.

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June 2011 Economy Update From Fritz Meyer
Webinars
williamp843williamp843   June 06, 2011
(Updated: June 06, 2011)
5.0
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Success Factors Driving Top Advisory Firms
Webinars
williamp843williamp843   February 24, 2011
(Updated: February 24, 2011)
5.0
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Very useful and thought provoking.

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State Securities Chiefs Speak About RIA Regulatory Overhaul
Webinars
williamp843williamp843   December 02, 2010
(Updated: December 02, 2010)
5.0
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Great content but try to keep it to an hour.

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Asset Protection Using Domestic Trusts
Webinars
williamp843williamp843   October 21, 2010
(Updated: October 21, 2010)
4.0
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Managing Email Overload: Tips From An Email Best-Practices Consultant
Webinars
williamp843williamp843   September 23, 2010
(Updated: September 23, 2010)
5.0
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Well done and relevant.

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Collaborating With Estate Planning Attorneys
Webinars
williamp843williamp843   August 05, 2010
(Updated: August 05, 2010)
5.0
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New insights into the barriers of the advisor / attorney relationship.

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Lock In Loyalty With Continuous Client Service
Webinars
williamp843williamp843   July 29, 2010
(Updated: July 29, 2010)
5.0
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Data Security Product Recommendations
Webinars
williamp843williamp843   June 17, 2010
(Updated: June 17, 2010)
3.0
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Secure Solutions To Protect Client Data And Comply With New Privacy Laws
Webinars
williamp843williamp843   April 01, 2010
(Updated: April 01, 2010)
4.0
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Comprehensive

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Eight Strategic Steps To Grow Your Advisory Firm
Webinars
williamp843williamp843   March 25, 2010
(Updated: March 25, 2010)
4.0
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Good tips.

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The New Estate Planning Landscape
Webinars
williamp843williamp843   January 28, 2010
(Updated: January 28, 2010)
5.0
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Poor Average Excellent

Great content on a relevant topic. Good speaking points on which clients to contact afterwards.

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The 401k Upheaval And How It Affects Advisors
Webinars
williamp843williamp843   January 07, 2010
(Updated: January 07, 2010)
4.0
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ACT
CRM Software
williamp843williamp843   November 06, 2009
Overall rating 
 
 
2.9
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Very customizable and flexible but we are pushing its limits and looking for other CRM that integrat

ACT! has served us well for many years.

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Embedding Processes In Your CRM
Webinars
williamp843williamp843   November 05, 2009
(Updated: November 05, 2009)
4.0
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Poor Average Excellent

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2010 Compliance Planning For RIAs
Webinars
williamp843williamp843   October 29, 2009
(Updated: October 29, 2009)
5.0
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Well done and useful

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32 results - showing 1 - 25  
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