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Module Six: How To Onboard New Clients

Funded Trading Course Week Five Module Six: How To Onboard New Clients

In this module we cover:

  • Setting your ROI goal
  • How to sign up a consulting client
  • Collecting consultation payments
  • Management client on-boarding process
  • Milestones tracking

>> Open Lead Tracking Spreadsheet (google sheets)

Management-Contract-Example (.docx)Download

Program Navigation

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Week One
3 Topics
Module One: Preparing For The Journey
Module Two: The Fundamentals of Rules-Based Trading
Action Items
Week Two
6 Topics
Module One: How To Find An Edge
Module Two: How To Get Years Of Results In Days
Module Three: Strategy Building Principles
Module Four: How To Back Test In OptionNET Explorer
Module Five: Automated Back Testing And Analysis
Action Items
Week Three
5 Topics
Module One: Your Management Account
Module Two: The Simulation Phase
Module Three: Going Live
Module Four: Prepare To Spread The Word
Action Items
Week Four
4 Topics
Module One: Scaling and Compounding Methods
Module Two: Survive First
Module Three: Multiple Ways To Fund Your Trading Business
Actions Items
Week Five
7 Topics
Module One: Polish The Message For High Visceral Impact
Module Two: A $10,000-looking website for about $100
Module Three: Polish Your Delivery
Module Four: Your Lead Processing System
Module Five: How To Conduct Your Consultation Calls
Module Six: How To Onboard New Clients
Action Items
Week Six
4 Topics
Module One: Modern Portfolio Theory For Traders
Module Two: Portfolio Analysis
Module Three: Portfolio Optimization
Action Items
Q&A Meetings
30 Topics
February 10, 2020
February 18, 2020
February 24, 2020
March 2, 2020
March 9, 2020 Alternative Tracks
April 7, 2020
February 3, 2020
January 27, 2020
January 22, 2020
January 9, 2020
December 16, 2019
December 9, 2019
December 23, 2019
December 30, 2019
December 2, 2019
November 12, 2019
November 18, 2019
October 21, 2019
October 14, 2019
October 28, 2019
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