An Updated Approach To Goal-Driven Investing

 

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0 of 0 people found the following review helpful
one of the best i have attended :when you are looking to icompete innovate and evolve to excel , you appreciate this type of thinking - thank you for bringing this to me
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bobs973 Reviewed by bobs973
June 09, 2011

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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
Excellent presentation. Mr. Rudd is very knowlegeable and his approach is intuitive and practical.
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5.0
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jimb973 Reviewed by jimb973
June 09, 2011

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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
The lecture was a sea change in Investment Advisor reference tools. I am surprised compliance and government regulators are not jumping at using this referential product. Clearly a best in class approach for IA's
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Webinar Attendee Reviewed by Webinar Attendee
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
Goals-based planning has ALWAYS been a primary focus if planning is to be done correctly. Without a goal, there's no way to figure out if the client is even going to come close to remaining solvent during their various financial phases of life. Good topic. Good person to have presented it (even though he's selling something, it still appeared to be from the perspective of a grounded academian).
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keiths512 Reviewed by keiths512
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
great
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5.0
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jessed952 Reviewed by jessed952
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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patricec650 Reviewed by patricec650
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
Thought-provoking and somewhat controversial.
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5.0
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charlesp832 Reviewed by charlesp832
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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Webinar Attendee Reviewed by Webinar Attendee
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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tessiey305 Reviewed by tessiey305
June 09, 2011

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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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nextgenadvisor Reviewed by nextgenadvisor
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
Interesting ideas, not sure how to implement them with my current clients however.
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4.0
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judeb504 Reviewed by judeb504
June 09, 2011

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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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robertal216 Reviewed by robertal216
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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jmcgunni Reviewed by jmcgunni
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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Skipper Reviewed by Skipper
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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chrisa415 Reviewed by chrisa415
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
Much useful information in a relatively compact amount of time. Thank you.
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5.0
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sherwin Reviewed by sherwin
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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donaldw317 Reviewed by donaldw317
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
Great content. Andrew Rudd is not the most dynamic speaker but is so knowledgeable and genuine that it works anyway.
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3.0
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Webinar Attendee Reviewed by Webinar Attendee
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
exciting product - hopefully it will be affordable and available to the small advisory firm
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gibr520 Reviewed by gibr520
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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4.0
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bswaim Reviewed by bswaim
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
interesting approach - would have liked to hear how it was tested
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4.0
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laurab414 Reviewed by laurab414
June 09, 2011

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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
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alvins901 Reviewed by alvins901
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
very basic. I did not kearn any thing new.
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4.0
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georgep410 Reviewed by georgep410
June 09, 2011

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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
The information was interesting but the delivery was a little slow and rough.
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4.0
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craigb925 Reviewed by craigb925
June 09, 2011
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Last updated: June 09, 2011
 

0 of 0 people found the following review helpful
quite informative
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4.0
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jamesr212 Reviewed by jamesr212
June 09, 2011
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Last updated: June 09, 2011
 
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