The Bullish Thinking Guide for Managers serves as an educational tool for proactively dealing with emotional distress that may affect advisors in the high-risk/high-reward world of finance. In it, Dr. Alden Cass and Dr. Brian Shaw--with the help of Sydney LeBlanc--explore strategies that will help you recognize potential job stressors, manage office conflicts, and implement appropriate solutions. It will also assist you in developing a specific set of skills that will allow you to deal with the unpredictability of this environment.
Autorentext
Dr. Alden Cass, PhD, is a licensed clinical psychologist and performance coach for competitive executives, athletes, and musicians. He is Presidentand Chief Consultant of Catalyst Strategies Group, a team of psychologists specializing incoaching financial services executives andindividuals performing under stressful jobconditions. Dr. Cass conducted the nation'sfirst clinical investigation in twenty-five yearson 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.
Klappentext
Praise for The Bullish Thinking Guide for Managers
"Many of us in the financial services industry have, regrettably, known an advisor or executive who we should have helped but through our ignorance or inaction needlessly suffered. Our industry needs guidance on how to identify those in trouble, and in The Bullish Thinking Guide for Managers, we now have it. Please use this book to help those in need with whom we work every day."
Christopher L. Davis, President, The Money Management Institute
"Bullish Thinking is a tool that all branch managers must have in their arsenal. It doesn't sugar-coat the problems and challenges these heroes face every day. The real case studies provide substantive food for thought and solutions that are easy to implement. It helps the manager on a personal level and shows him or her how to help their advisors who may be in crisis."
Keith Gregg, President and co-CEO, First Allied Securities
"Dr. Cass's Bullish Thinking coaching, seminars, and private sessions have helped countless managers deal with personal challenges on the job, and the challenges their advisors face. The Bullish Thinking Guide for Managers 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
"With the minute-by-minute demands on financial advisors and their managers, it is hard not to believe that many, if not most, of these dedicated professionals experience some form of anxiety, depression, or burnout at a point in their careersat least once! These professionals can embrace the Bullish Thinking strategies contained in this book to help them understand the emotional roller coaster their advisors and brokers are riding, how to deal with these stressful emotions, and discover the healthy and positive solutions to keep productive advisors on top of their game. An intelligent and unique read, an immense help for managers, and a positive solution for all in our industry!"
J. William "Bill" Cooley, President and founder, Success Continuing Education
Zusammenfassung
The Bullish Thinking Guide for Managers serves as an educational tool for proactively dealing with emotional distress that may affect advisors in the high-risk/high-reward world of finance. In it, Dr. Alden Cass and Dr. Brian Shawwith the help of Sydney LeBlancexplore strategies that will help you recognize potential job stressors, manage office conflicts, and implement appropriate solutions. It will also assist you in developing a specific set of skills that will allow you to deal with the unpredictability of this environment.
Inhalt
Preface.
Acknowledgments.
About the Authors.
Introduction.
Take Stock of Your Advisors Today.
Is There any Doubt This Book Can Help You and Your Advisors?
Bullish Thinking Strategies for Positive Change.
Chapter 1. Stop the "Dance".
Are You Turning a Blind Eye to Problems in Your Office?
Unsung Heroes: Kicking or Kissing Butt?
Finding Your "Inner Coach".
Help Yourself First; Then You Can Help Others.
Facing the Hard Issues on Your Desk.
Chapter 2. Bullish Thinking™.
How to Change Negative Behavior and Destructive Thoughts.
Are You Listening to Their "Silent Cries" for Help?
The Symptoms Emerge.
A Wall Street Tragedy: The Descent of Dave.
What are the Consequences of Dave's Bearish Thinking?
Chapter 3. Linking Emotions/Feelings, Behavior and Thinking.
The Science Behind Bullish Thinking.
The Science: Or, "How to Be A Mind Reader".
Are You a Good Poker Player?
Chapter 4. Getting to Know Yourself and Your Advisors.
Introducing the O.C.E.A.N System of Personalities.
Mirror, Mirror on the Wall.
You've Got Personality!
Personality Meets a Challenge: The O.C.E.A.N. System and the Big Five.
The Four Management Leadership Styles.
Pros and Cons of the Most Common Leadership Styles.
Chapter 5. Advisor Mindset Categories.
What is Driving Their Behavior?
The Five Common Advisor Mindsets: Take Your Advisors on an OCEAN Cruise.
The Soup: Get the Right People on the Bus.
Are You Ready for Monday Morning?
Case Study: Command and Control Manager vs. Contrarian Advisor.
Case Study: Decision Maker Manager vs. Catalyst Advisor.
Case Study: Igniter Manager vs. Perfectionist/Facts and Details Advisor.
Reverse Engineering.
Mindsets, Leadership Styles, and Bullish Thinking.
Chapter 6. How to Talk to Each Type of Advisor.
Top Do's and Don'ts.
Establishing Clear Lines of Communication.
Define the Problem or Situation.
Ways to Get Your Advisor to Open Up.
Get Out Your Crystal Ball: The Five Advisor Mindsets Under Stress, and How to Predict Their Reactions and Help Them.
When Problem-Solving Doesn't Work.
I Have This Teenager I'd Like You to Meet.
Chapter 7. Emotion Commotion.
The Moods, Vulnerabilities, and Emotional States of Your Advisors.
The Bottom Line: The Numbers.
What's All the Commotion? Knowing How to Approach Emotion.
Understand the Core Conflicts.
Bullish Thinking Resolves Core Stressors, Negative Thoughts.
How Bearish Thoughts Affect Performance.
The Quiet Spirit-Killer.
Using the H.A.R.D - E Technique with Your Advi…