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Guest Expert: Michael Collins, WinCap FinancialIn this webinar, financial planner Mike Collins shared his experience with the technology that he uses, which include the following: Core Tech Stack: Red Tail, Black Diamond, eMoney Marketi...
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A few comments from listeners when they were asked what the learned from the webinar:
Great speaker and very insightful. Loved the he truly "pulled back the curtains" with the way he does things. I thought it was fantastic!
- John L.
Better understanding of SMART Asset and Chat GPT
- Cathy B.
A wonderful fellow and generous with his insights. I use Smart Asset relatively inefficiently. Happy to learn how to make better use of it.
- Frederick F.
Good overview of Black Diamond and free research.
- Janice L.
Great speaker and very insightful. Loved the he truly "pulled back the curtains" with the way he does things. I thought it was fantastic!
- John L.
Better understanding of SMART Asset and Chat GPT
- Cathy B.
A wonderful fellow and generous with his insights. I use Smart Asset relatively inefficiently. Happy to learn how to make better use of it.
- Frederick F.
Good overview of Black Diamond and free research.
- Janice L.
Great speaker and very insightful. Loved the he truly "pulled back the curtains" with the way he does things. I thought it was fantastic!
- John L.
Better understanding of SMART Asset and Chat GPT
- Cathy B.
A wonderful fellow and generous with his insights. I use Smart Asset relatively inefficiently. Happy to learn how to make better use of it.
- Frederick F.
Good overview of Black Diamond and free research.
- Janice L.