Reviews written by Barnaby Bullard

15 results - showing 1 - 15  
 
 
Practitioner Forum: RIAs Acquiring RIAs: Challenges, Due Diligence, Deal Structure
Webinars
Barnaby BullardBarnaby Bullard   January 17, 2013
(Updated: January 17, 2013)
3.0
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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
Barnaby BullardBarnaby Bullard   July 05, 2012
(Updated: July 05, 2012)
5.0
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Income & Estate Tax Strategies For The Year
Webinars
Barnaby BullardBarnaby Bullard   February 02, 2012
(Updated: February 02, 2012)
5.0
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September 2011 Economy Update From Fritz Meyer
Webinars
Barnaby BullardBarnaby Bullard   September 12, 2011
(Updated: September 12, 2011)
5.0
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July 2011 Economy Update With Fritz Meyer
Webinars
Barnaby BullardBarnaby Bullard   July 11, 2011
(Updated: July 11, 2011)
3.0
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Oil, Gold, And Portfolio Design
Webinars
Barnaby BullardBarnaby Bullard   May 19, 2011
(Updated: May 19, 2011)
3.0
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Industry Trends Affecting RIAs
Webinars
Barnaby BullardBarnaby Bullard   March 24, 2011
(Updated: March 24, 2011)
4.0
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Helping Business Owners Plan Their Exit Strategy
Webinars
Barnaby BullardBarnaby Bullard   February 03, 2011
(Updated: February 03, 2011)
5.0
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Roth IRA: Beyond The Basics
Webinars
Barnaby BullardBarnaby Bullard   June 10, 2010
(Updated: June 10, 2010)
5.0
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Financial Planning Outsourcing To Deepen Client Relationships
Webinars
Barnaby BullardBarnaby Bullard   May 19, 2010
(Updated: May 19, 2010)
5.0
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Great!

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Microsoft Outlook
CRM Software
Barnaby BullardBarnaby Bullard   March 09, 2010
Overall rating 
 
 
1.9
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
1.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
4.0

Outlook review

Why do I have to do this???

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Roth IRA Conversion Techniques
Webinars
Barnaby BullardBarnaby Bullard   February 04, 2010
(Updated: February 04, 2010)
5.0
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The New Estate Planning Landscape
Webinars
Barnaby BullardBarnaby Bullard   January 28, 2010
(Updated: January 28, 2010)
5.0
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Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
Webinars
Barnaby BullardBarnaby Bullard   May 14, 2009
(Updated: May 14, 2009)
3.0
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Compliance Issues Posed By LinkedIn, Blogs, And Social Networking
Webinars
Barnaby BullardBarnaby Bullard   April 02, 2009
(Updated: April 02, 2009)
4.0
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15 results - showing 1 - 15