Podcast Episodes
Back to SearchYou're in a good place when clients ask you about more than PM
Subscribe to the show A good advisor has wisdom across many areas in life and business. Clients will rely on those advisors for more than por…
5 years, 10 months ago
How to keep a tidy portfolio using Stops
Subscribe to the show If you sell your losers regularly, all your clients will see are what's left: the winners. Click here to get your fre…
5 years, 10 months ago
Why clients should trade their own spec ideas
Subscribe to the show You don't want clients asking you about names you don't own. Have them set up a second account for all their great tra…
5 years, 10 months ago
Why it pays to be proactive with clients
Subscribe to the show Clients like to know that you have a plan. You're not likely to anticipate everything, but it pays to have discussions…
5 years, 10 months ago
How to better control your daily vol
Subscribe to the show Clients are looking at the daily swings in their account when they see big moves in the market. You might consider hav…
5 years, 10 months ago
How to win over prospects by losing less
Subscribe to the show The ultra-wealthy already have all the money in the world. They don't need you to double their money. Their main c…
5 years, 10 months ago
Are you the right person for the job?
Subscribe to the show Imagine if you had to interview yourself for the job you want. How would you grade yourself for the job you're doing? …
5 years, 10 months ago
One way to know if you're wrong on a trade
Subscribe to the show Good trades make you money right away. Use a time stop to offset risk. Else, you might be too forgiving and acting…
5 years, 10 months ago
How to avoid putting yourself in bad spots
Subscribe to the show Bad spots in this context can mean trades that you have no business being in. Been there, done that. Click here to…
5 years, 10 months ago
How to know if you are compatible with your trading rules
Subscribe to the show Doing something once is easy. Doing it over and over is another ball of wax. Here's one way to know if you are com…
5 years, 10 months ago