Bullish Thinking: The Advisors Guide to Surviving and Thriving on Wall Street

Bullish Thinking: The Advisors Guide to Surviving and Thriving on Wall Street


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Bullish Thinking: The Advisors Guide to Surviving and Thriving on Wall Street by Alden Cass, Brian F. Shaw, Sydney LeBlanc

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.

Product Details

ISBN-13: 9780470137703
Publisher: Wiley
Publication date: 03/03/2008
Pages: 208
Product dimensions: 6.10(w) x 9.10(h) x 0.60(d)

About the Author

Dr. Alden Cass, PhD, is a licensed clinical psychologist andperformance coach for competitiveexecutives, athletes, andmusicians. He is President and Chief Consultant of CatalystStrategies Group, a team of psychologists specializing in coachingfinancial services executives and individuals performing understressful job conditions. Dr. Cass conducted the nation's firstclinical investigation in twenty-five years on the mental health ofstockbrokers. He also writes a Web column for Trader Monthlymagazine and TheStreet.com, and is a bimonthly columnist for OnWall Street magazine.

Dr. Brian F. Shaw, PhD, is a professor of psychiatry and publichealth science, a clinical psychologist,and one of the originatorsof applied cognitive-behavioral therapy. He is the coauthor ofAddiction and Recovery For Dummies (Wiley) and Cognitive Therapy ofDepression, and the principal of BFS Consulting, a sports andentertainment consulting firm based in Toronto, Canada.

SYDNEY LeBLANC is a thirty-year financial services industryveteran, journalist, publisher, and author, as well as a codirectorof The Fisher LeBlanc Group.

Cover image courtesy of hornandleather.com

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Table of Contents



About the Authors.


Chapter 1. The Hard Issues on Your Desk.

What Is Driving You to Destruction?

The Reality of Life on the Street—and in the Office.

An Action-Oriented Solution: Introducing "Bullish Thinking".

Chapter 2. Emotional Issues.

The Red Flags of Discontent, Distress, Despair.

Are You a Perfectionist?

Using the Anchor Technique Successfully.

Curing Negative Behavior with Bullish Thinking™.

A Wall Street Tragedy: The Story of Dave.

What You Can Do Now.

Chapter 3. Bullish Thinking™.

How It Helped Dave Get Back on the Bull and Stopped the Bearfrom Growling.

The Continuing Saga of Dave: Helping Him Get Back on theBull!

What Are the Consequences?

Dave Uses Bullish Thoughts.

How Will Dave's Quality of Life Improve?

Bullish Thinking Case in Point.

Irrational Exuberance, Mania, and Hypomania.

Use Bullish Thinking as Your Personal Check-and-BalanceSystem.

Chapter 4. Mirror, Mirror on the Wall.

It's About Introspection, After All.

Who Are You?

You're Happy…Now What's the Problem?

You're Afraid…Who Isn't?

Rookies: Can You Stick Around for a Year?

Rookies Can Do a 180 Degree Turn.

Are Wealth Managers Immune from Stress?

Chapter 5. Plight of the Wholesaler.

Heroes or Villains?

Can't We All Just Get Along?

The Plight of the Wholesaler.

Personal Challenges: The Sales "Monkey" on Your Back.

Wholesaler Personality Types.

Understanding the Personality Types of Advisors.

Chapter 6. Do You Know Your Mindset Style?

Why You Act and React the Way You Do.

"I Don't Disagree with You".

Mindset: The Decision Maker/ Problem Solver.

Mindset: The Catalyst.

Mindset: The Voice of Reason.

Mindset: The Contrarian.

Mindset: The Perfectionist/Facts and Details.

Do It for Your Clients.

Can You Really Change or Adapt Your Style?

Chapter 7. The 10 Investor Styles.

How to Interact with Them Successfully.

Rationale for Understanding Investor Types/Profiles.

Characteristics of the Ten Investor Profiles.

How You Interact With Your Investors' Profiles.

The Top Do's and Don'ts of Working with Specific InvestorProfiles.


Chapter 8. Getting What You Want and Need fromOthers.

How to Use the H.A.R.D - E Technique.

Burnout: The Beast Within.

How to Be Heard: The H.A.R.D - E Technique.

So How Do You Begin?

Working Together over the Long Haul.

Chapter 9. Family Therapy for Brokers.

Your Challenges Away From the Office.

What Is Anger, and What Provokes You?

Channeling the Anger and Rage.

How to Channel a Crisis into Productivity.

How to Ask for Help.

Teams are Families, Too.

Chapter 10. Gender Challenges on the Street.

Role Discrepancies.

Plight of the Female Broker.

Sexual Harassment: Real or Just Hypersensitivity?

Emotion at Work and Home.

Survival Skills in the Wall Street Jungle.

Survival Skills Outside of the Office.

Seeking Treatment: Don't Let Your Emotions Stop You.

Don't Mess With Me; I'm Organized, Ready, and In Control: CaseStudy.

Chapter 11. You Are Not Alone.

How to Ask For the Help You Need.

You Feelings Are Real; But Your Thoughts Are DeceivingYou.

The Darkest Place.

Mental Disorders Rear Their Head.

Case Study: Dennis.

Case Study: Daniel.

The Last Word . . . the First Step.

Appendix A. Dr. Alden Cass' Landmark Research Study.

Casualties of Wall Street: An Assessment of the WalkingWounded.









Appendix B. Bad Medicine for Wall Street.

Alcohol Use and Other Substance Abuse Trends during War andother Catastrophic Events.


Bad Medicine for Wall Street: Alcohol Use Trends During War.




Design and Procedure.


Respondent Information.

Demographic Information of Respondents.

Findings Regarding Hypotheses.

Findings Regarding Specific Drinking Behaviors on the AUDIT.


Recommended Readings and Resources.

Rehabilitation Facilities.



Customer Reviews

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Bullish Thinking: The Advisors Guide to Surviving and Thriving on Wall Street 5 out of 5 based on 0 ratings. 5 reviews.
Guest More than 1 year ago
This book is a thoughtful and helpful guide for anyone plagued by negative thoughts and a stressful work environment. It teaches effective techniques for dealing with others, as well as ones' self, to have a more succuessful and happy life. Highly recommended.
Guest More than 1 year ago
As a professional in a large bureaucracy in which one must answer to various constituencies, I found Bullish Thinking to be a very helpful resource to aid in conflict resolution and stress reduction. I especially benefited from the cogent views and strategies expressed in the chapters dealing with emotional issues, mindset and getting what you want and need from others. Doctors Alden Cass and Brian Shaw have put together a robust and meaningful treatise for all organization professionals.
Guest More than 1 year ago
Bullish thinking is a must read for anyone in the business world.Eventhough it is penned towards persons toiling in the financial arena, it should be a primer for any business professional.This thin red book is chockful of superb advice and calming strategies for anyone stressed out in sales.It is insightful,direct,and totally honest.It is an invaluable tool for persons dealing with job related stress,and difficult personal situations.A terrific read for managers and associates alike. Dr.Cass and his team provide positive therapeutic models for corporate managers,and business individuals craving the path toward total professional and personal success in life.Wow!
Guest More than 1 year ago
Legal Dan I am not a broker or trader. In fact I don¿t work on Wall Street at all. Regardless, my job is extremely stressful and my work hours, extremely long. I am a corporate litigator and was emailed a blurb about this book from one of my buddies on Wall Street. I was having a tough time managing my anger at work when unpredictable things happened during one of my hearings or throughout the course of a case. I would fly off the handle at my colleagues and my wife. The Channeled Rage section of this book helped me gain control over the powerful emotion of anger. Now I no longer feel lethal with my anger. The Bullish Thinking section is also good for helping me focus on the crazy thoughts that often precede my anger and frustration. I guess there is hope for me after all. My message is that Law is just as stressful as Wall Street and anyone working in this job should read this. If you have ever seen the inside of a court room you would see that there are many angry lawyers out there!
Guest More than 1 year ago
In my 14 years as a financial advisor on Wall Street, I've seen almost everything there is to see. Nothing shocks me anymore and I have become weathered by the ups and downs of the markets. I'm good at what I do for others financially, but I'm terrible about helping myself. I work with a guy who actually goes to see Dr. Cass and he recommended this book to me. As jaded and cynical as I have become, I initially thought that psychologists could never understand my daily job description or my stresses. Boy was I wrong! It was scary to read about some of the case studies because it felt like the writers were talking about me and my life! So much so that I actually sat down with my wife to show her the section on the Iceman so she could better understand me. There wasn't a lot of psychobabble and the Bullish Thinking strategies that are offered seemed doable at work and at home. It's rare for me to be impressed with a book, but this one seems to offer me value. Lessons about how to live my life better and how to make more money at the same time. Kind of like a perfect world! Great read, quick and easy. No BS and these psychologists don't seem fake like so many we hear about.