Foundations of the Market

Discover the core market principles that the top 1% of advisors use to protect and grow multi-million-dollar portfolios. We’ll decode the real drivers behind market movement—far beyond what you see on CNBC—and reveal the secret language of the charts that Wall Street’s best quietly rely on.

Once you learn this language, everything changes:

• Your client meetings become authority-building conversations.

• Your seminars, radio spots, and podcasts command instant respect.

• Prospects recognize you as a true market insider, not just another financial advisor.

You’ll also gain an insider’s look at the key players and forces shaping the markets, giving you the same tactical awareness elite AUM managers use to anticipate moves, position portfolios, and safeguard client wealth before the rest of the industry catches on.

Market Dynamics & Asset Types

Why this matters: Whether you run your own trade desk or work exclusively with third-party managers, your ability to understand market dynamics directly impacts client outcomes, retention, and growth. This system doesn’t require you to overhaul your current process—it simply makes you better at executing within it. You’ll learn to spot opportunities, manage risk, and give clients the confidence that their portfolio is being managed with precision.

Master the full spectrum of asset classes—equities, fixed income, commodities, and alternatives—and understand exactly how each plays a role in building and defending your AUM book. You’ll learn how to read price action and market trends with the precision needed to make allocation shifts before the headlines, capturing upside while minimizing drawdowns.

We’ll break down:

• Momentum as a market driver — how to identify and ride it to maximize performance.

• The mechanics of buy and sell orders — including institutional order flow, and how to rotate your book before the big moves.

With this knowledge, you’ll elevate your conversations with clients, improve tactical collaboration with your trade desk or outside managers, and strengthen the kind of performance track record that attracts high-net-worth families.

Do you want me to also go back and add this “why this matters” framing to the first Foundations of the Market section so the tone is consistent?

AUM - Secret Language of the Market

Why this matters: High-net-worth clients aren’t impressed by generic market commentary—they want an advisor who can explain why a move is happening and what’s coming next. Whether you manage money directly or collaborate with a trade desk or third-party managers, learning the language of the market gives you the authority to guide conversations, set expectations, and make tactical shifts with confidence.

Once you can look at a chart and instantly identify the trend, momentum, and price action, you’ll know exactly which side of the market to be on and why. This is a true confidence-builder—and the edge that separates elite advisors from everyone else.

These are insights you won’t hear on the news, radio, or podcasts. High-net-worth investors are starving to find someone who actually understands how the market works. When you master this language, you stop chasing wealthy clients—and they start chasing you.

Language of the Market

Why this matters: The fastest way to protect and grow your AUM is by recognizing exactly when a trend has ended—and acting before the rest of the market catches up. Whether you execute trades in-house or rely on third-party managers, this skill allows you to rotate assets with precision, protect client portfolios, and deliver performance that strengthens retention and drives referrals.

When you truly understand the language of the market, you can quickly identify the end of a trend. There are only three types of reversals you need to master:

1. Price Home to Price Home

2. Structural Reversals

3. V-Reversals

Spotting these in real time lets you rotate out of fixed income into growth—or vice versa—at the exact right moment. This tactical shift adds alpha to client portfolios and to your firm’s bottom line. We call it the Alpha Boost.

With the average market cycle lasting 18–24 months, being early to a trend and exiting before it’s over means you keep clients fully engaged, continue billing through every market phase, and protect your revenue.

We teach you how to see these structures in the charts, so you can make moves with confidence—long before the headlines tell the rest of the world what just happened.

Plus much more.  When you leave the first day's training, you're going to see why most financial advisors fail and provide their clients with lacklustre results.   

Leaving the first day, you should be able to pick up any chart and identify the market structure know how to proceed.   

Understanding Market Trends

Why this matters: Your ability to recognize market conditions—and rotate assets accordingly—is the single most powerful lever you have for protecting client portfolios, boosting returns, and strengthening your AUM book. Whether you make these moves in-house or through a third-party manager, timing your rotations can mean the difference between outperforming the market or simply riding it.

On Day Two, we focus on mastering bullish, bearish, and neutral market environments so you can adjust your strategy with confidence. You’ll learn the exact signals that tell you when to:

• Rotate from equities into fixed income before a market decline.

• Re-enter growth portfolios at the bottom of the cycle to capture the rebound.

Here’s the math: if you only shifted 20% of your AUM into fixed income at a market top, and rotated that same 20% back into growth at the bottom, you’d create an incredible Alpha Boost for both your clients and your firm.

We’ll show you exactly how to spot these moments in the charts, make the rotation decisively, and use this strategy to generate consistent performance that clients can see, understand, and brag about.

Advanced Market Analysis & Portfolio Management

Why this matters: High-net-worth clients expect more than generic asset allocation—they expect you to have a repeatable, data-driven process for finding opportunities, managing risk, and delivering performance in any market. Whether you build portfolios in-house or work through a third-party manager, mastering advanced market analysis gives you the insight to guide strategy, influence allocation, and maximize results.

In this session, you’ll sharpen your market analysis skills to directly enhance your bottom line and optimize portfolio performance. We’ll cover how to:

• Build and manage portfolios with precision—whether for growth, preservation, or a balanced approach.

• Construct high-probability buy lists that fit your clients’ objectives and current market conditions.  If you work with 3rd party managers, you will learn how to use their portfolios better. 

• Determine when to lean conservative or go aggressive based on market structure and momentum.

• Leverage proprietary tools like the Predictive Trader to identify timing signals with confidence.

By the end, you’ll have a systematic framework that allows you to deliver measurable alpha, strengthen client trust, and set your practice apart from the competition.

 **Practical Application & Portfolio Optimization**

- Gain practical insights into portfolio construction and optimization, with real-time chart examples illustrating effective investing techniques.

- Learn how to execute buy and sell decisions for single or multiple positions, and master the art of portfolio construction to achieve your financial goals.

**AUM Navigator & Portfolio Builder Live In Action**

- Immerse yourself in ongoing learning with weekly analysis sessions, expanding your knowledge and honing your skills to become a more proficient trader.

- Unlock the potential of the AUM Navigator to increase your understanding of market dynamics and make informed decisions that drive your investment success.

**6-Figure Trader  & Strategies**

- Explore the diverse landscape of trading with insights into four distinct trader types and the strategies they employ to achieve their goals.

- Learn to identify major and minor patterns in market movements, gaining a deeper understanding of trend trading and its applications across various asset classes.

**Advanced Trading Techniques & Risk Management**

- Dive into advanced concepts of position, risk, and money management, equipping yourself with essential tools to navigate the complexities of the market.

- Develop proficiency in chart analysis and trading across multiple asset classes, including stocks, futures, options, forex, and cryptocurrency.

**Crafting Trade Plans & Mastering Psychology**

- Learn the art of creating effective trade plans and executing them with precision, leveraging insights into market psychology and mindset to optimize trading outcomes.

- Experience hands-on learning as you open and close live trades during class sessions, gaining practical experience with brokerage platforms and real-time market execution.

**Exploring Tax Benefits & Advanced Setups**

- Uncover special tax breaks for traders and explore advanced trading setups to take your trading to the next level.

- Immerse yourself in a wealth of additional knowledge and resources, ensuring you're equipped with the tools and strategies needed for success in the dynamic world of trading.

**Mastering Technical Analysis & Market Execution**

- Hone your skills in chart analysis, mastering technical indicators and chart patterns to make informed trading decisions across various asset classes including stocks, futures, options, forex, and cryptocurrency.

- Develop comprehensive trade plans tailored to your trading style and objectives, and gain practical experience by opening and closing live trades during class sessions, refining your ability to execute trades with confidence and precision.