Operational Technology Tips For Advisors

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(Updated: April 28, 2011)
5.0
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Great for a non techno geek. Proves that I have much to learn. Andy was great. Really "on his game".

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(Updated: April 28, 2011)
5.0
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This gave me an insight into some great tools that I didn't know were available. Helped me decide to switch to a cloud based CRM even though I've been loyal to a local one for many years.

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(Updated: April 28, 2011)
4.0
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(Updated: April 28, 2011)
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(Updated: April 28, 2011)
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