
How to achieve your goals faster by staying on message
About this episode
Some investors will test you by asking you questions that are deliberately off the mark.
Stick to you message throughout even if they try to knock you off balance.
You might take a meeting as a CTA and someone interviewing you might say something along the lines of "We're looking to allocate $10MM to a crypto-only portfolio in the next 5 days" when they know you're looking for assets.
It's ok to laugh at them and say "good luck - I hope there is a short selling component to the model."
Tell them that it's "not terribly wise to make such an allocation on short notice." Most want some fight in the dog.
Stick to your message and what it is you can do and leave it at that. Otherwise, you'll look amateurish if you're all over the place.
Get every episode summarized
Each time Trader Mindset publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Trader Mindset

Why you should trade in a simulator
Trader Mindset

How chasing trades only leads to sadness and anxiety
Trader Mindset

Build an Awesome Portfolio with Jared Dillian
Trader Mindset

Unrealized gains don't just disappear
Trader Mindset