Ep. #22: Promo Problem 5: Low Confidence Offers

If you want more customers and more revenues, your offers must convey confidence. Today we’re going to discuss three features of a low-confidence offer, and how they keep you from getting what you want in business and in life. If you have a profitable trading program that isn’t attracting customers, I can help. Go to profitablecta.com where you can access my calendar and schedule a free but very valuable call with me.

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Ep. 21: Promo Problem #4: Unusable Track Records

If you don’t have the brokerage statements that support your track record, you don’t have a track record, and that means you don’t have a business. Too many commodity trading advisors find themselves without a usable track record because they can’t support the returns in their track records. Today’s episode discusses five common reasons that critical brokerage statements go missing. Don’t let these happen to you!

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Ep. 20: Promo Problem 3: Multiple Trading Programs

Commodity trading advisors often wonder how many trading programs they should offer. Generally, less is more. Too many trading programs can communicate a lack of confidence, confuse your customers, undermine sales, and thwart the development of your own expertise. Listen to this episode to find out why too much diversification can be harmful to your business!

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Ep. 18: Promo Problem 1: Jargon

Many CTAs have a hard time attracting customers, and their promotional materials are a big part of the problem. One reason CTA promotional materials repel rather than attract customers is that they are riddled with jargon that prospective investors (including institutional investors) find confusing and difficult to understand. This episode explains what jargon is, gives examples (that you might not think of as jargon), and explains why CTAs are tempted to use jargon.

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Ep. 17: When You Don’t Know Any Suitable Customers

In the last episode, we discussed the problem of not knowing anyone to invest with your CTA. This week we discuss what to do when you know people who want to participate in your trading program, but you think they’re not suitable to invest. We also discuss the customer suitability rules applicable to registered CTAs, and why writing your own more stringent rules about suitability hurts your profitability.

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