Reviews written by golden mesa

9 results - showing 1 - 9 Results per page:
 
Time Management For Investment Advisors (Event)
 

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I was hoping for a few more take-aways. Maybe I have just sought the holy grail on this topic for too long!
Rating:
 
 4.0
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golden mesa Reviewed by golden mesa
March 16, 2012

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Last updated: March 16, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012 (Event)
 

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I always like these
Rating:
 
 4.0
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golden mesa Reviewed by golden mesa
January 10, 2012

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Last updated: January 10, 2012
 
Operational Technology Tips For Advisors (Event)
 

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I love it when there are actionable items!
Rating:
 
 5.0
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golden mesa Reviewed by golden mesa
April 29, 2011

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Last updated: April 29, 2011
 
Financial Services Reform Update (Event)
 

0 of 0 people found the following review helpful
timely!
Rating:
 
 4.0
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golden mesa Reviewed by golden mesa
May 07, 2010

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Last updated: May 07, 2010
 
Roth IRA Conversion Techniques (Event)
 

Good presentation and great resource

0 of 0 people found the following review helpful
I always learn a great deal from Bob Keebler.
Rating:
 
 5.0
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golden mesa Reviewed by golden mesa
February 08, 2010

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The 401k Upheaval And How It Affects Advisors (Event)
 

0 of 0 people found the following review helpful
Please give Andy a mic for the Q & A. Very hard to hear.
Rating:
 
 3.0
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golden mesa Reviewed by golden mesa
January 08, 2010

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Last updated: January 08, 2010
 
Embedding Processes In Your CRM (Event)
 

0 of 0 people found the following review helpful
The audio was very choppy today. (Lack of bandwidth?)
Rating:
 
 4.0
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golden mesa Reviewed by golden mesa
November 06, 2009

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Last updated: November 06, 2009
 
ACT
CRM Software
 

The ultimate in flexibility

0 of 0 people found the following review helpful
I have been able to customize ACT! over the last 12 years to grow with my company and adapt to workflow changes.
Overall rating: 
 
 3.2
Company :
 
 5.0
Software Support :
 
 5.0
Investment Tracking :
 
 1.0
Insurance Tracking :
 
 2.0
Workflow Management :
 
 5.0
Productivity :
 
 5.0
Client Portal :
 
 1.0
Integration :
 
 1.0
Security :
 
 2.0
Pricing:
 
 5.0
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golden mesa Reviewed by golden mesa
October 30, 2009

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9 results - showing 1 - 9
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