Bullish Thinking is packed with hard-hitting true stories of financial professionals who have faced the many job stressors that fill this competitive industry. In it, you'll learn how to identify particular problems and initiate the process of getting help, all while reading in-depth case studies and extensive examples that exemplify the obstacles you may face. Throughout the book, the authors take the time to introduce you to action-oriented approaches that will help you survive and thrive during even the toughest times.
Autorentext
Dr. Alden Cass, PhD, is a licensed clinical psychologist and performance coach for competitive executives, athletes, and musicians. He is President and Chief Consultant of Catalyst Strategies Group, a team of psychologists specializing in coaching financial services executives and individuals performing under stressful job conditions. Dr. Cass conducted the nation's first clinical investigation in twenty-five years on the mental health of stockbrokers. He also writes a Web column for Trader Monthly magazine and TheStreet.com, and is a bimonthly columnist for On Wall Street magazine.
Dr. Brian F. Shaw, PhD, is a professor of psychiatry and public health science, a clinical psychologist,and one of the originators of applied cognitive-behavioral therapy. He is the coauthor of Addiction and Recovery For Dummies (Wiley) and Cognitive Therapy of Depression, and the principal of BFS Consulting, a sports and entertainment consulting firm based in Toronto, Canada.
Sydney LeBlanc is a thirty-year financial services industry veteran, journalist, publisher, and author, as well as a codirector of The Fisher LeBlanc Group.
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Praise for Bullish Thinking
"Bullish Thinking is a great read. The members of the Silver Institute truly enjoy Alden Cass's thought process as it relates to surviving in the fast-paced world of trading precious metals. I recommend this book to anyone involved in the financial services industry."
Michael DiRienzo, Executive Director, The Silver Institute
"Bullish Thinking is a must-read book for sales professionals in every industry. Coping with adversity and emotional stress is an art that stock brokers, wealth advisors, and other financial professionals should acquire, in order to maintain stability, focus, and success in the office and in their personal life. I highly recommend this book to new and experienced advisors alike, as well as their managers, assistants, and staff."
Tom Froehlich, CIMC, CIMA, Froehlich Financial Group, LTD, President, Wealth Advisor Institute
"Bullish Thinking is a powerful volume filled with positive thinking and hands-on strategies to help advisors and brokers change negative attitudes that affect their production, the running of their business, and their clients. A blueprint for success."
Keith Gregg, President and co-CEO, First Allied Securities
"Dr. Cass's Bullish Thinking coaching, seminars, and private sessions have helped countless financial advisors, both in terms of their professional lives and their personal lives. Bullish Thinking is an excellent resource. The teamwork of Dr. Cass and Dr. Shaw is unmatched in the financial services industry."
Leo Pusateri, President, Pusateri Consulting and Training, LLC, Buffalo; author, Mirror Mirror on the Wall Am I the Most Valued of Them All?
"Dr. Cass's and Dr. Shaw's observations are powerful and cut right to the underlying issues in our industry. Our only assets are people. They enter and leave the building every day. The health of our industry and the success of our clients are directly linked to the emotional well being of the professionals that serve."
Timothy J. Pagliara, Managing Partner, Capital Trust Wealth Management
Cover image courtesy of hornandleather.com
Inhalt
Preface ix
Acknowledgments xiii
About the Authors xv
Introduction 1
Chapter 1 The Hard Issues on Your Desk 5
Chapter 2 Emotional Issues 11
Chapter 3 Bullish Thinking 27
Chapter 4 Mirror, Mirror on the Wall 49
Chapter 5 Plight of the Wholesaler 61
Chapter 6 Do You Know Your Mindset? 71
Chapter 7 The 10 Investor Styles 81
Chapter 8 Getting What You Want and Need from Others 99
Chapter 9 Family Therapy for Advisors 115
Chapter 10 Gender Challenges on the Street 131
Chapter 11 You Are Not Alone 141
Appendix A Dr. Alden Cass's Landmark
Research Study 151
Appendix B Bad Medicine for Wall Street 167
Recommended Readings and Resources 179
Index 181