Academics are fascinated by the way you invest. You shouldn’t be flattered by their interest.
Most advisory firms send out a holiday greeting card conveying some positive wishes for the season. Here are some issues you might want to consider.
There are a lot of investment gems buried in academic papers. Unfortunately, you probably don’t have access to these publications. Even if you did, you would find them so dry and technical that gleaning actionable advice would be challenging.
Hopefully, understanding how you are being duped by the securities industry will help stop this puzzling investor behavior.
The only honest response to an inquiry about the direction of the price of Cryptocurrency (and stocks) is: I don’t know, and no one else does either.
Helping someone in ways other than reaching their financial goals is a powerful, yet seldom-used way to convert prospects to clients. Put the principle of reciprocity to work.