Reviews written by robertp303

Webinars

robertp303 November 11, 2010
(Updated: November 11, 2010)

5.0
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Four Challenges Plaguing Advisors And The Solutions

Webinars

robertp303 April 29, 2010
(Updated: April 29, 2010)

5.0
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Managing Portfolio Risk With Stock Collars

Webinars

robertp303 April 08, 2010
(Updated: April 08, 2010)

1.0
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Junxure

CRM Software

robertp303 February 05, 2010

Overall rating

3.5

Company

5.0

Software Support

5.0

Investment Tracking

1.0

Insurance Tracking

2.0

Workflow Management

5.0

Productivity

4.0

Client Portal

1.0

Integration

4.0

Security

4.0

Pricing

4.0

Junxure review

Great

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Roth IRA Conversion Techniques

Webinars

robertp303 February 04, 2010
(Updated: February 04, 2010)

5.0
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The New Estate Planning Landscape

Webinars

robertp303 January 28, 2010
(Updated: January 28, 2010)

4.0
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Seizing The Roth IRA Opportunity With Clients And Prospects

Webinars

robertp303 December 10, 2009
(Updated: December 10, 2009)

5.0
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Increasing Operational Efficiency

Webinars

robertp303 April 23, 2009
(Updated: April 23, 2009)

4.0
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Compliance Issues Posed By LinkedIn, Blogs, And Social Networking

Webinars

robertp303 April 02, 2009
(Updated: April 02, 2009)

5.0
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