Reviews written by Advisor

13 results - showing 1 - 13

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Getting Referrals Perpetually (Event)

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5.0

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Reviewed by Advisor
January 21, 2011

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Last updated: January 21, 2011

How Financial Advisors Can Optimize For Local Listings In Search Engines (Event)

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5.0

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Reviewed by Advisor
January 14, 2011

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Last updated: January 14, 2011

The Sky Isn't The Limit, You Are! Creating New Habits For 2011 (Event)

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I liked the presentation very much. Bob introduced himself and how he does business(good plug) and gave us a takeaway. It has caused me to reevaluate the need for a coach.

Thanks!

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5.0

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Reviewed by Advisor
November 19, 2010

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Last updated: November 19, 2010

Improve Returns With Liquid Alternative Investments (Event)

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Great Topic!

Rating:

5.0

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Reviewed by Advisor
October 15, 2010

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Last updated: October 15, 2010

Year-End Tax Moves For 2010 (Event)

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Very Good! Thanks!

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5.0

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Reviewed by Advisor
October 01, 2010

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Last updated: October 01, 2010

Compliant Social Media Marketing For Advisors (Event)

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5.0

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Reviewed by Advisor
July 09, 2010

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Last updated: July 09, 2010

A Roundup Of Leading Advisor CRM Systems (Event)

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5.0

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Reviewed by Advisor
February 12, 2010

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Last updated: February 12, 2010

Seizing The Roth IRA Opportunity With Clients And Prospects (Event)

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5.0

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Reviewed by Advisor
December 11, 2009

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Last updated: December 11, 2009

Secure Hardware For Advisors (Event)

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5.0

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Reviewed by Advisor
December 04, 2009

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Last updated: December 04, 2009

Embedding Processes In Your CRM (Event)

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Very Good! I always like the examples, when you can show how to do it in real life. Mentioning how the various CRM programs work and how is important for me.

Rating:

5.0

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