7. Stock Market Activity, Defining RIA & Leadership Challenge Practice 1: Model the Way episode artwork

EPISODE · Mar 4, 2020 · 32 MIN

7. Stock Market Activity, Defining RIA & Leadership Challenge Practice 1: Model the Way

from Seriously Though Podcast · host Michael D Manjarrez & Alisa Manjarrez

Coronavirus got you down? Does the stock market have you in a tizzy? In today's episode, Michael gives a short history lesson on economic swings to help us make informed decisions on our investments. He also explains fiduciary responsibility and what it means to be a financial adviser working for an RIA. Then, Alisa asks us to ask ourselves, "what do I really want?" and gives some tips on how to get out of a never ending conversation. She also gives a full breakdown on the first practice of exemplary leadership from The Leadership Challenge: Model the Way. Do your actions match up to your values? Lots of good stuff, Serious Fam! #seriousfamporvida If you have questions for Michael or Alisa (or both), please submit them for our new "Serious Fam Q&A" at [email protected]. To schedule an introductory coaching session, visit Alisa.Coach. For more information on financial planning, visit Bolt Wealth Management.  Links: Alisa's IG pick: Soulbbatical JP Morgan | Guide to the Markets 2019Q4 - Michael references pages 15 & 64 21 Polite Ways to Leave a Never-Ending Conversation Without Being Rude The Leadership Challenge on Amazon Bolt Wealth Management  Alisa.Coach  Michael on Instagram Alisa on Instagram

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7. Stock Market Activity, Defining RIA & Leadership Challenge Practice 1: Model the Way

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This episode was published on March 4, 2020.

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Coronavirus got you down? Does the stock market have you in a tizzy? In today's episode, Michael gives a short history lesson on economic swings to help us make informed decisions on our investments. He also explains fiduciary responsibility and...

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