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One-on-One Consultation

We have been through the struggles of trading, the hard times, the frustrating times, the ups & downs of trading, and we know how to help you get through those difficult times.  Sometimes all it takes is a little motivation, other times it takes a real solution like a trading tactic or a method to overcome a trading rut. Sometimes it takes persistent skill development, other times traders just need someone to help them stay accountable. Often traders just need to hear some words of experience to help get over a hurdle in their trading/investing.

Here are some common examples of what traders go through that we can help with during private consultation:

  1. Trade Plan/Business Plan development

  2. Buying too soon or too late, not at all (scared)

  3. Selling too soon or too early

  4. Confidence to trade (or lack thereof)

  5. Not letting profits run

  6. Trade Management issues

  7. Psychological issues

  8. Risk Management

  9. Structure, routine development & accountability 

  10. Fellowship with other serious, committed traders and investors

  11. Focus on improving skill

  12. Overtrading

  13. Afraid to trade

  14. Impulsive trading

  15. Revenge trading

  16. Missing too many trades

  17. “Chasing” trades

  18. Blowing up account(s)

  19. Rule breaking

  20. Hesitating

  21. Moving Stop Losses too soon (and getting stopped out too soon)

  22. Missing too many “Big Moves”

  23. Discipline (or lack thereof)

  24. Skill, skills, skills – Focusing on Skill Development!

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Why did you create the Young Emerging Leaders Program?

I have always been a go-getter and self-starter. I knew I could outwork anyone in the room but I always felt like I needed some help. My goal with the YEL program is to give high achievers a forum to grow together and push each other to be high performers. It gives them monthly encouragement and energy to tackle their work and bring more value to those around them.

What can I expect from the monthly coaching?

Between each monthly meeting, we will schedule a coaching call for each member individually. During this call, we will discuss how you've been implementing the material we discussed and challenge you to pursue your goals, increase your performance, and bring greater value to those around you.

What happens when I sign up?

After your application is reviewed, you will be notified if a seat is available or if you have been added to the waiting list. Applicants will be accepted into the program in the order that we receive the applications. Once accepted, you'll receive a link to an online profile where you will keep coaching call notes, your goals, and anything else that helps you through the program. You'll receive an invoice for the program, get started at the next meeting, and schedule your monthly coaching call. Welcome to the program!

When are the meetings and coaching sessions?

The monthly meetings will be held on a consistent day of the month, i.e. the 2nd Tuesday of each month. They are typically scheduled from 7-9am but as more groups are added, other times may become available. The coaching phone calls will be scheduled 2-3 weeks after each meeting. You can select the best day and time that works for you.

What if I miss a monthly meeting?

We understand your schedule may cause you to miss a meeting. If that happens, we will add up to one additional meeting to your membership.

What happens if I leave the company who paid for me to attend?

We understand people change companies. We feel people should do everything in their power to work out the issue before leaving. If you find yourself leaving the company who paid for your membership, the best thing to do in this case is to offer to pay your company back.

Ready to book an appointment?