Tom Potter Featured in Banking Strategies on "How to Handle Questions About Cryptocurrency from your Customers"

Firm News

In an interview published Friday, February 2 in Banking Strategies, Tom Potter expands on the details of investing in cryptocurrencies and how bankers or investment advisers should handle the client approach. Potter recommends documenting any discussion with clients regarding investment advice surrounding bitcoin or cryptocurrency, detailing, "if it goes really well, the customer is likely to believe that it was their idea and they were really smart, despite your cautionary advice. And if it goes really, really poorly, it's equally likely that they will remember, even wrongfully so, that you encouraged them to do it."

For the full article, you may click here.

Related Professionals

Jump to Page
Arrow icon Top

Contact Us

We use cookies to improve your website experience, provide additional security, and remember you when you return to the website. This website does not respond to "Do Not Track" signals. By clicking "Accept," you agree to our use of cookies. To learn more about how we use cookies, please see our Privacy Policy.

Necessary Cookies

Necessary cookies enable core functionality such as security, network management, and accessibility. These cookies may only be disabled by changing your browser settings, but this may affect how the website functions.

Analytical Cookies

Analytical cookies help us improve our website by collecting and reporting information on its usage. We access and process information from these cookies at an aggregate level.