An Updated Approach To Goal-Driven Investing
User reviews
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I am sure Mr. Rudd is an astute wonk. However, his presentation style has much to be desired. The presentation was a poor use of my time. Also, I am not a fan of people who patent their approach to an idea. The tax community was doing this heavily and I believe that the government is stopping this practice. By patenting intellectual capital, competition in the market is diminished. If he was more forthcoming in his methodology, I might be more interested in his approach and his product that he is sell
alanc919
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As a financial planning, I'm already doing goal-driving investing. Nothing new for me.
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Product looked good, but it was very unclear as to:
A) What features the product would have and
B) Cost etc.
We kinda need this info.
Suggest that Rudd put this FP product into an integrated package with his Tradiing and Reblancing Software, and link it to a CRM for us.
When done, please have another webinar and tell us what is in package and price. Thanks in advance.
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