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Guy E. Baker, MSFS, Ph.D.
Guy E. Baker, MSFS, Ph.D.
in MDRT EDGEFeb 14, 2020

Distinguishing the speculator from the investor

Do you know the difference? Everyone thinks they are an investor, but Baker explains why certain behaviors are more in line with being a speculator and why that's relevant to understand about your clients.
Wealth management
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Author(s):

Guy E. Baker, MSFS, Ph.D.