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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 danm321
1 results - showing 1 - 1
ACT
CRM Software
danm321
November 03, 2009
Overall rating
2.4
Company
4.0
Software Support
1.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
2.0
Client Portal
1.0
Integration
2.0
Security
3.0
Pricing
4.0
Slow as molasses, weak support service, and laborious to customize
The costs (all forms of cost) is all that has prevented us from changing
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1 results - showing 1 - 1
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.