Reviews written by sherrya607

4 results - showing 1 - 4  
 
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
sherrya607sherrya607   March 08, 2012
(Updated: March 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Could have used more time for a complicated subject matter.

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Microsoft Outlook
CRM Software
sherrya607sherrya607   October 22, 2010
Overall rating 
 
 
3.3
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Good tool for teams to use in tracking client info, mtgs, discussions, follow up activities, etc.

Best for teams who are comfortable with technology.

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Asset Protection Using Domestic Trusts
Webinars
sherrya607sherrya607   October 21, 2010
(Updated: October 21, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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4 results - showing 1 - 4