Bullish Thinking

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.

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