Reviews written by Patricia

57 results - showing 1 - 25 1 2 3 Results per page:
 
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
July 13, 2015

Report this review
 
Last updated: July 13, 2015
 
 

0 of 0 people found the following review helpful
this was great! I was really in the dark as to how diversified portfolios did for 2014, and I feel a lot better (and less guilty) now! I know I do this right, just sometimes carry the burden a bit too much! I totally agree that an informed investor/client is a better investor/client!
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
January 15, 2015

Report this review
 
Last updated: January 15, 2015
 
 

0 of 0 people found the following review helpful
Rating:
 
4.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
January 12, 2015

Report this review
 
Last updated: January 12, 2015
 
 

0 of 0 people found the following review helpful
if they are going to run long, please set them up that way (and provide the appropriate CE); hard to plan my day if the sessions always go over
Rating:
 
4.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
August 11, 2014

Report this review
 
Last updated: August 11, 2014
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
May 12, 2014

Report this review
 
Last updated: May 12, 2014
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
February 10, 2014

Report this review
 
Last updated: February 10, 2014
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
February 06, 2014

Report this review
 
Last updated: February 06, 2014
 
CRM Software
 

My Assistant is Ecstatic!

0 of 0 people found the following review helpful
also, their customer support is excellent.
Overall rating: 
 
4.0
Company :
 
5.0
Software Support :
 
5.0
Investment Tracking :
 
3.0
Insurance Tracking :
 
2.0
Workflow Management :
 
4.0
Productivity :
 
5.0
Client Portal :
 
3.0
Integration :
 
4.0
Security :
 
4.0
Pricing:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
September 28, 2013

Report this review
 
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
November 12, 2012

Report this review
 
Last updated: November 12, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
October 08, 2012

Report this review
 
Last updated: October 08, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
August 13, 2012

Report this review
 
Last updated: August 13, 2012
 
 

0 of 0 people found the following review helpful
I liked it for the most part; I'm beginning to use mind maps in my own practice (I use MindJet on the iPad) especially for clients who do NOT have a linear thought process! I think the title perhaps made people believe that this would be a presentation on using this tool with prospective clients - it would be great to have such a session. There are a lot of ways to work with mindmaps just to get client thinking organized - not so necessary to have it link to everything (I use Worldox for that).
Rating:
 
3.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
July 26, 2012

Report this review
 
Last updated: July 26, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
July 09, 2012

Report this review
 
Last updated: July 09, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
June 07, 2012

Report this review
 
Last updated: June 07, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
June 07, 2012

Report this review
 
Last updated: June 07, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
May 10, 2012

Report this review
 
Last updated: May 10, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
May 07, 2012

Report this review
 
Last updated: May 07, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
March 12, 2012

Report this review
 
Last updated: March 12, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
March 08, 2012

Report this review
 
Last updated: March 08, 2012
 
 

0 of 0 people found the following review helpful
already subscribing to slide shows, hence "no" answer below
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
February 13, 2012

Report this review
 
Last updated: February 13, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
February 09, 2012

Report this review
 
Last updated: February 09, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
4.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
February 02, 2012

Report this review
 
Last updated: February 02, 2012
 
 

0 of 0 people found the following review helpful
-
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
January 09, 2012

Report this review
 
Last updated: January 09, 2012
 
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
January 05, 2012

Report this review
 
Last updated: January 05, 2012
 
 

0 of 0 people found the following review helpful
too lightweight - nothing I didn't already know
Rating:
 
2.0
Was this review helpful to you?
Yes No
Patricia Reviewed by Patricia
November 17, 2011

Report this review
 
Last updated: November 17, 2011
 
57 results - showing 1 - 25 1 2 3 Results per page:
Powered by jReviews