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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Reviewed by bobs973June 10, 2011 View all my reviews Report this review |
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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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Reviewed by jimb973June 10, 2011 View all my reviews Report this review |
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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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Reviewed by Webinar AttendeeJune 10, 2011 #1 Reviewer View all my reviews Report this review |
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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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Reviewed by keiths512June 10, 2011 View all my reviews Report this review |
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0 of 0 people found the following review helpful
great
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Reviewed by jessed952June 10, 2011 Top 1000 Reviewer View all my reviews Report this review |
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Reviewed by patricec650June 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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Thought-provoking and somewhat controversial.
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Reviewed by charlesp832June 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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Reviewed by Webinar AttendeeJune 10, 2011 #1 Reviewer View all my reviews Report this review |
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Reviewed by tessiey305June 10, 2011 View all my reviews Report this review |
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Reviewed by nextgenadvisorJune 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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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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Reviewed by judeb504June 10, 2011 View all my reviews Report this review |
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Reviewed by robertal216June 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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Reviewed by jmcgunniJune 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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Reviewed by SkipperJune 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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Reviewed by chrisa415June 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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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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Reviewed by sherwinJune 10, 2011 Top 50 Reviewer View all my reviews Report this review |
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Reviewed by donaldw317June 10, 2011 Top 50 Reviewer View all my reviews Report this review |
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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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Reviewed by Webinar AttendeeJune 10, 2011 #1 Reviewer View all my reviews Report this review |
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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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Reviewed by gibr520June 10, 2011 Top 100 Reviewer View all my reviews Report this review |
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Reviewed by bswaimJune 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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0 of 0 people found the following review helpful
interesting approach - would have liked to hear how it was tested
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Reviewed by laurab414June 10, 2011 View all my reviews Report this review |
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Reviewed by alvins901June 10, 2011 Top 1000 Reviewer View all my reviews Report this review |
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0 of 0 people found the following review helpful
very basic. I did not kearn any thing new.
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Reviewed by georgep410June 10, 2011 View all my reviews Report this review |
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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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Reviewed by craigb925June 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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0 of 0 people found the following review helpful
quite informative
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Reviewed by jamesr212June 10, 2011 Top 500 Reviewer View all my reviews Report this review |
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