Tommy Dobczyk created a personality-based investor survey tied to his book Complete Wealth. The survey generates a customized portfolio based on your answers, built on his 20-year investment philosophy of "be the bank and rent dirt."
Who is Catherine Bell? Yeah, okay, one more cool thing. One more fun, cool thing, gift I want to send you that we've done, and I'd love just like to do this, is we created an investor survey. And what's super exciting about it, like my second book Complete Wealth talks about it, my 20-year journey of all the different types of investments that I did. And what I came to is I like to be the bank and rent dirt. We created an investor survey that literally is like kind of like a Myers-Briggs for investors, and it takes your personality, asks you all the questions, and literally comes up with your perfect portfolio that would make your heart sing.
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