Success Factors Driving Top Advisory Firms
Webinars
User reviews
20 reviews with 5 stars
(Updated: February 24, 2011)
adamr512
5.0 |
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It was a very interesting webinar. Probably more timely than anything, as I am currently evaluating our processes and looking for an appropriate CRM tool.
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(Updated: February 24, 2011)
5.0 |
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Great data and presentations skills
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(Updated: February 24, 2011)
5.0 |
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wish the slides on the site of API matched the slides of the presentation
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(Updated: February 24, 2011)
5.0 |
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Lots of info
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(Updated: February 24, 2011)
nancyh206
5.0 |
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I've already asked for copies of the 2 studies and the PDFs. We're just at the cusp of needing this kind of insight and assistance. We've been growing very quickly and barely hanging on, in terms of managing our Advisor's time and energy. Personally, I know I'm capable of taking on much more in the support staff role, if only the Advisor could feel confident about adequate systems being in place, and the follow through expected.
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