Reviews written by jong763

How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps

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jong763 July 26, 2012
(Updated: July 26, 2012)

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

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jong763 July 05, 2012
(Updated: July 05, 2012)

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Tax Strategies For Business Owners

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jong763 June 21, 2012
(Updated: June 21, 2012)

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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning

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jong763 June 14, 2012
(Updated: June 14, 2012)

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Delivering And Monetizing Financial Advice Online

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jong763 October 20, 2011
(Updated: October 20, 2011)

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An Updated Approach To Goal-Driven Investing

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jong763 June 09, 2011
(Updated: June 09, 2011)

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Always interested in new products. I don't mind even if it is a little salesy - I didn't feel this presentation was salesy. I enjoyed this one, good...

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Building A Better Balanced Portfolio

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jong763 April 07, 2011
(Updated: April 07, 2011)

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