Trading Systems Supremacy How to Develop, Optimize and Backtest an effective trading strategy
Intro Packet Workshop, $27
Streamline Client Screening & Onboarding
In this 45-minute video workshop, you’ll learn how to create your own intro packet that walks potential clients through all your major policies, the basic steps of the process, and helps both you AND your potential clients decide if you’re going to be a great match. And the best part? The Intro Packet does all that before you waste time going back and forth via email or hop on a call.
Taught by: Erin Flynn