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
NOW PLAYING
7. Stock Market Activity, Defining RIA & Leadership Challenge Practice 1: Model the Way
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m