Dallas / Novato / St. Francisville / New York City / /
Company
GoldMine / Horsesmouth LLC / Pareto Systems / Friedman / Raymond James / Albridge Solutions / Salesforce / ACT / /
Currency
USD / /
IndustryTerm
technology firms / workflow management product / Web-based CRM application / industry-specific software / Web-based CRM application compatible / Web-based version / industry-specific software vendors / larger software providers / standalone software / software covers / contact software / federal law / practice management / software / bank / financial services / Web-based CRM subscription service / financial planning tools / Web-based CRM system / practice management software / Practice management tools / Generic contact management tools / contact management software / plan software / /
Movie
Mom and Dad / /
Person
Greg Friedman / Michael Gerber / Joel Bruckenstein / Pam Malara / Mark Terrett / David Schneider / David Miller / Nicole O. Coulter / Greg Gardner / Duncan MacPherson / /
Position
Industry-specific software helps advisors / Editor / advisor / Senior Editor / Advisors / customer service model / wealth advisor / bank-based advisor / business model / Financial planner / manager for Financial Planning Consultants / financial advisors / compliance officer / Manager By / vice president of sales and marketing / independent financial advisors / fee-based advisors / operations manager for Financial Planning / Manager Page / planner / Registered Representative and Bank Investment Representative / Industry-Specific Contact Manager / programmer / independent advisors / /
http://www.horsesmouth.com/panel/PageObject1.asp?ID=78861