Reviews written by jmcgunni

8 results - showing 1 - 8  
 
 
An Updated Approach To Goal-Driven Investing
Webinars
jmcgunnijmcgunni   June 09, 2011
(Updated: June 09, 2011)
4.0
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Year-End Tax Moves For 2010
Webinars
jmcgunnijmcgunni   September 30, 2010
(Updated: September 30, 2010)
5.0
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Roth IRA Conversion Techniques
Webinars
jmcgunnijmcgunni   February 04, 2010
(Updated: February 04, 2010)
5.0
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Great information!

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Embedding Processes In Your CRM
Webinars
jmcgunnijmcgunni   November 05, 2009
(Updated: November 05, 2009)
4.0
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2010 Compliance Planning For RIAs
Webinars
jmcgunnijmcgunni   October 29, 2009
(Updated: October 29, 2009)
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Using Client Feedback To Drive Referrals
Webinars
jmcgunnijmcgunni   October 22, 2009
(Updated: October 22, 2009)
5.0
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Great topic! Very timely as we just received back results from our client survey.

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One Year After The Global Financial Crisis
Webinars
jmcgunnijmcgunni   October 08, 2009
(Updated: October 08, 2009)
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Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
Webinars
jmcgunnijmcgunni   May 14, 2009
(Updated: May 14, 2009)
4.0
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8 results - showing 1 - 8