07-31-2008 09:13 AM
Any advice would be appreciated.
I am returning to financial planning after six years in the mortgage business. During my time in the mortgage business I became familiar with (addicted to) ACT!. I don't think I could have conducted business without it.
I would like some input from financial planners on the ACT! for financial planners as to the features that it has versus the regular ACT! system. The version of ACT! that I ran before was specific to the mortgage business and it was great.
I guess I just want to know what I can expect to see that is specific to how we as financial consultants do business.
Again, any input would be appreciated.