![Joe McLean – How to be a Pro’s Pro - [Invest Like the Best, EP.143]](https://megaphone.imgix.net/podcasts/0e58c7b0-ccce-11ed-87bf-d7144c73f0e6/image/Joe_McLean_v2.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Invest Like the Best with Patrick O'Shaughnessy
Joe McLean – How to be a Pro’s Pro - [Invest Like the Best, EP.143]
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Show Notes
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My guest this week is Joe McLean, the founder of Intersect Capital, which provides financial advisory services to a variety of clients, including a number of NBA players and other professional athletes.
What I loved about this conversation was the weaving of sport, coaching, and finance into a cohesive whole. There’s so much to take from this discussion—from the importance of service and low self-orientation to the impact of strict standards for who you work with, to common mistakes we all tend to make with money.
Please enjoy my conversation with Joe McLean.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
(First Question) – His backstory and the combination of athleticism and finance
– His time in Ireland
– Moving away from basketball and into finance
– What the Intersect business is today and his early lessons
– Most important coach/mentor
– Where the name Intersect came from
– Setting high standards early on
– Biggest mistakes he saw in his early clients
– Developing his value proposition to clients
– Michael Kitces Podcast Episode
– Process when he’s working with a client signing a new athletic contract
– The concept of a Pro’s Pro and Top 50 Reasons Professional Athletes Remain Wealthy
– Managing clients’ interest in creating businesses off their brand
– The role media plays in athletes’ long-term strategies
– Getting early clients into compliance with his strategy
– Daily maintenance role he plays with clients
– What has impressed him most from his young clients
– What makes for a great coach
– The meaning of “all in” to Joe
– His assessment of the financial services industry today
– Where his value in service came from
– Longer term vision for his business
– Unique ways he finds himself helping his clients
– Watching his client’s mentor the next generation
– Historical players and teams he personally admires
– Athletes and venture capital investing
– Who makes up his trust network
– What he’s most excited about for the future of the business
– Kindest thing anyone has done for Joe
– Biggest impact a coach had on his life
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
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