A. Facts of the case summary (Keep this short. Focus on the most important details and Try for one paragraph of no more 2 – 3 sentences for each element.) B. Red flags and symptoms 1. Individual Red Flags and Symptoms 2. Organizational Red Flags and Symptoms 3. Behavioural science Red Flags and Symptoms 4. Other Red Flags (only if needed) C. Lessons learned (Pretend you’re a new investor choosing an investment advisor- how would you choose your advisor) D. Conclusion Referencin …

| February 14, 2018

A. Facts of the case summary (Keep this short. Focus on the most important details and Try for one paragraph of no more 2 – 3 sentences for each element.) B. Red flags and symptoms 1. Individual Red Flags and Symptoms 2. Organizational Red Flags and Symptoms 3. Behavioural science Red Flags and Symptoms 4. Other Red Flags (only if needed) C. Lessons learned (Pretend you’re a new investor choosing an investment advisor- how would you choose your advisor) D. Conclusion Referencin …

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