Before anyone touches your trading account, make them sit through 21 questions. Here's the full list, what a good answer sounds like, what a bad one sounds like, and which answers should end the meeting on the spot.
21 min read
Forget gut feeling. Every warning sign on this list can be checked in under ten minutes, with a specific procedure for each one. If a manager fails two of these, you walk.
21 min read
Most people pick an account manager the way they pick a restaurant: whoever markets loudest. Here's the elimination funnel we'd want used on us — five filters, cheapest first, one survivor.
21 min read
Handing your account to a stranger is a hiring decision, not a shopping trip. Here's how to source, interview, reference-check and trial a trader the way a careful employer would.
22 min read
