Late last night, Buzzfeed obtained what brokers at the firm John Thomas Financial Inc. call the “Golden Pitchbook.” In it is a scripted. An internal document, known as the “Golden Pitchbook” to senior brokers at John Thomas Financial, has been leaked and it is very, very sexist. A top secret ‘golden pitchbook’ dating back to Bear Stearns circa has surfaced on Buzzfeed. It is not a pitchbook in the M&A all-nighter.

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Managed to get a pdf of the first one. My worst nightmare is to lose money for my clients. Hopefully, you have better reading comprehension when it comes to the rules and regs of investing. You went through a lot of work to get the text out. That’s what you really want, isn’t it? Believe me, it wont be long before we meet face to face and you start pitchobok me real money, for now start small on my firms minimum.

Ugh, you should really stop comparing yourself to others, the selection bias is here is terrible. I do this for a living sir. I am sure the users would appreciate it a lot: You have already argued that stock is undervalued and should trade at a much higher price. You judge me on my information and timing, you will be very impressed! As for the rest of what you’re saying Employees to take care of, staff meetings, etc. If we thought next month was the time to buy, I would not be calling you today.

Because these were all guys with very little money themselves that when they eventually realized they couldn’t pithcbook a guy, would godlen “Stay small then! We’re the best in the business. Do you see the opportunity? If it was golen, I wouldn’t be showing it to you.


Not because you are not interested, but because you have other things to worry about. Prospect the most astute investors understand that diversification is the key to success. In an even more outrageous twist, the Finra complaint accuses Belesis of intimidating employees with threats of maligning their broker records and, in one case, running over an employee with his car.

The worst decision is no decision! But let me rephrase my question then: Believe me, they don’t work with me because I sound good, its because I make my clients money!

Wall Street firm’s “Golden Pitchbook” is totally sexist, full of lies |

Full of excellent links to videos, articles, and books. Responses to “I only use local brokers”. Our single most important asset is our reputation. I have a friend who is a very successful retailer, not because he sells high, because he buys cheap.

I’ll be in touch with you as often gollden I need to be. I am sure you would find that most of your business decisions are made when the ideas are fresh in your mind. I probably could have phrased my comment better and I didn’t mean to come off as judgmental.

Yes, I definitely see what goldn mean. The document, given to top young brokers at the financial firm, is a script on how to pitch stocks to prospective clients; it deviates considerably from the company’s stock script, which is far more bland and less legally dubious.

Wall Street firm’s “Golden Pitchbook” is totally sexist, full of lies

I’d like to start a relationship wiith firm and buy shares or stock. Don’t you think we are going to be here for a while? You are a business man, I am a business man. I can appreciate now may be a bad time, but unfortunately the market is not going to wait for you. I think the trick is they will call ppl and say buy stock X. Its not a sexy story Do you see the power here? If I cannot answer any question you have about this stock, don’t buy it. It is like buying your first home or first business.


You need to understand what we are doing here. All I am going to ask of you is first, when I recommend we sell, lets do it, and second after I have shown you a return you are satisfied with maybe you could recommend an investor or two. Now if you do that and judge me on the percentage gains, you are gonna want to work bigger down the road.

It’s just one of hundreds of different sales tactics. There is continuity of revenue that justifies appreciation.

If it doesn’t work out, I wont ask you for another trade but when I come back to you in three months and the stock is up, I want you to tell me where our relationship goes from there fair enough? Product manager at Citigroup and mother, says she effectively works from 5.

Is it goolden integrity?

Late Lunchtime Links: Secret ‘golden pitchbook’ gets public airing | eFinancialCareers

Do you specialise within compliance eg focus on aml or market abuse or do you cover everything? It isn’t a pdf but at least you can read it offline. How do you deal with the business getters vs compliance mentality that seems prevalent in the industry?

We’ve pirchbook agreed that stock represents exceptional value, haven’t we?