Reviews written by laurenl713
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0 of 0 people found the following review helpful
Apollo was great!
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0 of 0 people found the following review helpful
Not something I would have thought I enjoyed but I learned a lot. KC was not the best presenter but sure was interesting. I liked Brien as a moderator very much! It ran a bit long but that is my only negative comment.
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Time Management For Advisors (Event)
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0 of 0 people found the following review helpful
I LOVE Diane. She is always so positive and genuine and I thought she gave such good ideas on not only improving your practice but improving your life! I like how she had references for more info but also concrete ideas on things you can do NOW. As you mentioned her energy is great and she shares it. The world needs more Dianes. Thank you for sharing her with us today! Lauren Lindsay
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Roth IRA: Beyond The Basics (Event)
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0 of 0 people found the following review helpful
Excellent. So much good information it was almost a bit much at times but he explains it well. Giving away the books at the beginning was painful and a waste of our time. It's a nice idea but just pick a name at random or something quicker. |
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0 of 0 people found the following review helpful
Really helpful tips and nothing that was too challenging. I thought it interesting that 33% responded they could not use social networking tools but he didn't address that.
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0 of 0 people found the following review helpful
More suggestions on how to get referrals.
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