Reviews written by BronxBoy57

Webinars

BronxBoy57 December 22, 2020

9.0
Average Attendee Rating
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Informative.

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Roth IRAs Transformed By New Tax Rules & Low Rates

Webinars

BronxBoy57 November 20, 2019

5.0
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Positive

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2018 Tax Planning For Advisors, Two Credits

Webinars

BronxBoy57 February 07, 2018
(Updated: February 07, 2018)

5.0
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Useful

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The Investment Accident Waiting To Happen

Webinars

BronxBoy57 January 15, 2015
(Updated: January 15, 2015)

5.0
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Data Security Product Recommendations

Webinars

BronxBoy57 June 17, 2010
(Updated: June 17, 2010)

4.0
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-

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Microsoft Outlook

CRM Software

BronxBoy57 February 13, 2010

Overall rating

2.4

Company

3.0

Software Support

2.0

Investment Tracking

1.0

Insurance Tracking

1.0

Workflow Management

1.0

Productivity

2.0

Client Portal

1.0

Integration

4.0

Security

4.0

Pricing

5.0

Outlook not a true CRM

Not a true CRM system

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Sizing Up Performance Reporting Outsourcing Solutions

Webinars

BronxBoy57 December 17, 2009
(Updated: December 17, 2009)

4.0
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-

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Embedding Processes In Your CRM

Webinars

BronxBoy57 November 05, 2009
(Updated: November 05, 2009)

4.0
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-

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Life Planning And The Financial Crisis

Webinars

BronxBoy57 May 21, 2009
(Updated: May 21, 2009)

5.0
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-

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