Your "leads" or potential clients are not going to understand some of the industry terms that you might use during your presentation, so they are not going to know what questions to ask.
They are not going to want to look stupid, so don't expect them to ask you what a certain word means.
Here's what I would do:
1) avoid jargon - don't use big words that the average person won't know
2) stay on message - answer every question in terms of how your system or trading rules would perform
This is a brief glimpse of some of what we cover in our courses.
No one wants to hear how great a trader or PM you are in a raging bull market. Everyone has it all figured out.
Then something bad happens and they're equity gets hit by 10%...
You enter the picture and show people how you can remain calm under pressure and capture the majority of the up moves and not capitulate at the market bottom.
Position yourself as a trusted advisor who the HNW individual will hire no differently than...
Any group of unsophisticated investors or traders who are committing real capital can push the markets around based upon what they're reading in social media. You have to respect their collective power.
My job is still to protect capital despite or regardless who I trade against. A group of pikers acting in concert can run me over despite my methodology and 3 decades of experience.
Matt Dula is a former Marine having been honorably discharged from the USMC in 2014 after a 5-year commitment as am an infantry mortarman. He was on 5 different prescription meds when he returned home as a result of a tour in Afghanistan and an MEU in the Middle East. He is currently the CEO of CVRN - the Cannabis Virtual Reality Network.
He replaced all 5 of those prescription drugs through the use of MMJ. Dula feels the US can save billions of dollars a year if we allowed Veterans to...
A small allocation is a strategy. A large allocation is a business. How you handle yourself in market corrections instructs allocators how you will handle yourself with their money.
Have a game plan ahead of time. The market is always right - don't deflect blame. Really good traders understand themselves very well. They have ownership of their emotions and trading.
Pairs trading is a good way to have a hedge that you can actually make money on. Simultaneously long one name and short...
You have to always manage risk with the odds in your favor.
Even if you lose, if you're sticking to your rules, it could be a good trade that just had a bad outcome.
Keep putting on trades with high expected values and over hundreds of trades you'll come out ahead.
How you recover from a drawdown is more important that the duration or magnitude of the drawdown.
Everyone has drawdowns. Therefore, focus on your rules and play superior defense and allocations such as Peter will respect...
We all run two systems: our trading rules and our emotional rules. I think making money over the long term is about being a master of both systems. In the short run, your trading rules can benefit from luck.
Our habits or paradigms really tell us what we are feeling on a deep level and steer our behavior, and our behavior predicts where we end up in life.
I think this is why you can know some really smart people but they can't trade. Two, it can be tied to why some can make money but...