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Lessons From the Desk
Five standards from the toughest floor on Wall Street. Tap the one you're adopting this week.
Trust scorecard
The Desk Standards Scorecard
@fmaunlv
Rate yourself 1 to 5 on the five standards that keep people employed at the top desks. Be honest, the score only helps if it stings a little.
Answer the red light
Same-day replies to every recruiter, professor, and teammate, even when the answer is "I don't know yet."
Bad news in 3 minutes
They hear it from you first, with the fix already moving. Trust goes UP after a failure handled fast.
Long-term greedy
You protect the relationship even when the quick win is sitting right there.
Teach in frameworks
You explain the thinking, not just the answer, so people trust your next call.
Ask for the script
You ask how the best person does it before winging your own version. Coachable beats know-it-all.
Your trust score: 0 / 25
An AI coach reads your work against the FMA playbook. Education, not financial advice.
FMA coach
Talent gets you in. Trust keeps you there.
Take the knowledge with you: the PDF is the full framework, worked examples, and the printable version of this tool.
Download the guide (PDF)One-page card
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