Reduce Portfolio Uncertainty, Improve Your Risk Calculation

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How the Brain Works in Relation to Investing or Trading

Our mind functions differently when making investment and trading decisions. So we need to avoid investing with a trading mentality or trading with an investment mindset. Using controlled processes to make investment conclusions and automatic processes for trading decisions will produce far better outcomes for your clients and your own personal wealth.

Brain Waves That Stand in the Way of Success

While cognitive thinking may lead us to recognize opportunities, our affective process can keep us from moving forward. Understand what produces those mixed reactions, and find prospecting venues that offer you lucrative opportunities and feelings that motivate you to take action.

Spare the Detail: Keep It Simple and Universal

When introducing your ideas to investors, avoid complexity. Help prospects and clients look at your investment approach subjectively by presenting an image of what you're trying to achieve. And then let their imagination go to work on the icons you provide.

Protect Portfolios Against Wild Market Rides

Use the insights of Nobel Prize–winning economist Myron Scholes to start conversations with prospects and create interest in your efforts to deliver value and positive outcomes. Put his theories to work and you'll safeguard investors' portfolios against market upheavals.