Michael J Wilson
GBLearning about the service I'm still trying to understand the business and what it might offer me. I was disappointed that the issues that I had questions about (potential conflicts of interest, tax deductibility, and diversity) were unknown or not considered. Finally, I was not happy with the hard sell ("You have to decide this today.") when I was sincerely trying to learn and inform myself.
J.D. Cronin
GBExcellent First Meeting Jai answered all questions and was engaged. Excellent first meeting. I look forward to digging in with this company.
Carey Manhertz
GBAdvisory Feedback Excellent experience. RipeMetrics is gaining steam. Strong potential for adoption. We reviewed and provided feedback to improve the presentation. Shared questions and answers for the CEO. Listened to responses by the collective group and provided more feedback as required.
Ariel
CAMaryia offered fantastic assistance to… Maryia offered fantastic assistance to come up with appropriate wording, language and strategy to help us get our message out to our advisors and achieve our objectives. Thank you so much!
Bridget G
GBI think there could be a more succinct… I think there could be a more succinct overview - the onboarding specialist was great however it was very scripted - it felt more like reading a script and therefore answers to questions were not new information or information worded in a new way - but repeating the same script. Please note Julienne was great my suggestions is minute in that I often am a trainer - thank you!