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The Psychology of Success
Get to know your blind spots and try to remedy them and you will thrive.
Stock Doc: Get Back On Track
Now that the crisis has passed, you need to get proactive.
Stock Doc: Don't Put All Your Ego In One Basket
The wealthy suffer financial setbacks in unique ways. Here's a prescription for protecting yourself in the future.
Stock Doc: A Look Back, A Step Forward | Registered Rep. September 2009
As the psychologist and performance coach to countless financial advisors, the pressures of being actively engaged in other people's lives can certainly take its toll on me. So at the end of every summer, I take my wife out to Montauk on Long Island, for the purpose of getting some much needed rest and relaxation. While sitting out on my balcony, I was able to think about the past 12 months and the
Stress of Managing Other People's Money
It has been a sobering year for Wall Street, in many more ways than one. But for a tiny minority, the financial losses wrought by the careening market were nothing short of unbearable. Here, for example, is what Russell K. Smith, a stockbroker at Deutsche Bank, wrote in a final, despairing memo to some of his clients, shortly before his suicide in October 2008: Since you are reading this, I have just
White Collar Criminal Psychology
The psychology of the white collar criminal. What makes them tick?
Bullish Thinking - Advisors Remain Emotionally Disciplined During Crisis
With the market tanking and scandal marring Wall Street, many financial advisors are feeling stuck and hopeless. This little exercise can change the way you think, and put you back on track.
How to change old and tired formula for goal setting | New Year, New Habits
It was yet another cold and rainy January morning in New York City and the NYSE's morning bell would not be rung for another hour. I sat in my office waiting for my client let's call him Joe, a top producing financial advisor for a major firm in the city. Like so many of my other successful advisor clients, Joe would be working on setting some goals for the New Year with me. I do this exercise with
Registered Representative Magazine Current Issue
The current magazine issue of Registered Rep., the financial professionals' source for breaking news, advice, and what is happening in the industry.
Helping Advisors Talk Clients Down Off The Ledge
After an absolutely dizzying few weeks on Wall Streetwhich have included a chain of bank failures and near failures, several uncertain rescue attempts and the largest one-day point drop in the Dow Jones Industrial Average everfinancial advisors and investors are exhausted.
Managing Stressed-Out Advisors
The good thing about the financial advisors you manage is that they tend to be ambitious, Type-A personalities.
