Small Talk:

Perfect, well let's start from the top, so:

• Hey [name], how’s your day been? Where are you calling from? How is everything there?
• Great to hear, and just to check, do you have a pen and a piece of paper handy to make notes?
• Alright, well we can dive right in and get started with the call if you want?

Wait for them to agree

OK well how this call will go is I'll start by asking you some questions about your trading and the application that you filled out for
us, and then if it sounds like we can help and if it sounds like we’re a good fit to work together I’ll walk you through the program that
we offer and how it works and everything. And at the end, you can make a decision on whether you'd like to be a part of it or not.
How does that sound?

Understand Current Situation & Isolate The Problem:

Perfect, well let's start from the top, so:

• What motived you to book in the call with me?

• What's holding your trading back right now?
• What do you feel that you need to succeed? If I could wave a magic wand and give you anything…?

We want them to realize their problem here, to realize what's missing or what's wrong.

• Would you say that you have a proven trading process in-place to follow? Clear rules to keep you on track etc?
• If yes; Oh, ok. Great. And do you have statistical proof behind that process too?
• If no; I see, and I'm guessing you likely won't have any statistical proof behind what you're doing now either?
• If yes; Ok, got it. Well usually the people that we tend to get on these calls are people who are perhaps
lacking a strategy, lacking a process, and overall they're struggling with something that they need our
help with. But it sounds like you're absolutely fine so, I mean, what's the problem here? Why are we on
this call?
• If yes; Ok, understood. Well, most often the people who book in these calls, they do so for a
reason. So they might have a process and they might also even have the statistical proof
behind that process like you've just said you do yourself, but the fact that they actually took
the time to schedule a call usually indicates that there's something missing. Whether that's
confidence in their process, confidence in themselves. I mean, what struggles are you facing
if any?

Create Pain And Cause Doubt:

• Got it. So it seems like the biggest problem/s here are [summarize]. Would you agree with me on that?
• Ok, got it. And it sounds like you've tried a lot of other stuff... Why do you think none of it's worked?
• What do you think is stopping you from figuring all of that out on your own?
• If they don't give a clear answer: Got it. So, just to get further clarity here, typically what I find
is that there's usually one or two reasons that people book in these calls. It's either;
• 1. There's a knowledge gap and basically they don't know what they don't know, or it's
• 2. They know that given a few years, they could probably crack this themselves, they just
don't want to waste the time and lose the money to the markets that that approach takes...
• Which one of those do you feel like you fall into?
• Got it, and why do you say that?
• Have you ever traded using mechanical rules before?
• Understood. So, it sounds like what we do here is completely new to you?

We want them to realize here that, wow, this is brand new. This is unlike the other stuff that hasn't worked. I don't have a proper
strategy, a framework, clear rules to follow. I don't know what I'm doing. I need help. We want them to think, this person knows me,
they've listened, and yes, that is my exact problem.
Qualify Them Financially:

• Ok, understood. And can I run a personal question by you?

• Great, so, I mean, what's the impact been financially here so far? Are you up overall, down overall, or?
• Understood. And how much capital are you trading with at the moment?
• Got it, ok, and you'll know this already as we all do, but as a trader, it takes money to make money, right, so with
that in mind, and so that I can help you to understand where we can help you get to income and returns-wise,
ball-park, what kind of capital-base are you working with at the moment?
• Why are you asking: Sure, no problem, I mean, just to be totally transparent here, the only reason I
ask that question is because, y'know, if you said to me “Look Will, I've only got $1,000 in the world”,
ok, we probably wouldn't be a good fit to work together purely because it'd just take you way too long
to see a return on investment on the price of working with us. And it's important to me that, if you do
decide to work with us, you see a return on investment as quickly as possible.
• Now, all that we can typically help you achieve is between seven and eleven percent per-month, ok,
over the long-term. Now obviously, on a $500 account let's say, that is, not very much. That's like, $5
per-month, so, that's the whole reason I ask that question. Just to, temp-check whether we are a good-fit
to work together, y'know. I mean, we can certainly help, we can certainly help you put rules in-place,
gain consistency and start ramping things up, but again, as we all know, doing so it's going to take
capital, right. So just coming back to that question, and just so that I can help you to understand where
we can get you to income and returns-wise, what kind of capital-base are you working with at the mo?
• And is that capital to invest in your education, or is that capital to fund an account with?
• Got it, got it, and what's the budget for education looking like specifically?
• Yeah, no worries at all. The upfront fee to work with us, so there's no subscription
costs, there's no up-sells, it's one flat fee of £4,800. Now, we can break that up, and
actually y'know, build out a payment plan for you to get you in, so it doesn't have to
be the whole fee upfront at once, but how does that sit with you? Would you be
open to a payment plan, or is that kind of amount completely out of the window?
• Got it, no problem at all. Well in that case, let's continue with the conversation, I
just want to ask a few questions just to, y'know, make sure that everything makes
sense to you, and then we can discuss the payment plan, see if we can make it work
for you. Does that sound ok with you?

Here we are removing the 'I can't afford it' objection by understanding how much capital they currently have. You must say this part
with genuine care. Say it lightly and respectfully. As soon as you know they have the capital, move on. You might get this early, or
you might get it after you've said everything above. If they don't have the capital, then politely end the call.

Trigger Their Imagination:

• Got it, and with that in mind, I mean, what's the ultimate goal here income-wise would you say?
• If we had to put a monthly number on this, what would be your first target do you think?
• Understood, and what's the motivation behind getting to that specific amount?
• Ok, I hear you. So, that [amount], would that be enough for you to quit work, or would you need more
than that? Is that ultimately the goal, to transition out of the day job?
• Ok, understood. So, what's the long-term vision here?

Self-Admission. The prospect will not buy without the belief that they cannot fix their problem on their own:

Ok, so you'd like to get to [income] and we know why you want to get there, for the reasons you've just said, so...

• What would you say is stopping you from achieving all of that on your own?
• Got it, and can I ask you an honest question here? Just a bit of a curve-call question, but, why not just
stay where you are? Keep things as-is, stick with what's going on right now?
• Ok, got it. Now, three quick questions for you. Have you read our website as of yet? [pause]. Got it, and have you
had a watch through the YouTube channel as of yet? [pause]. Got it. And have you Google'd us and read the
reviews from past clients? [pause]. Got it. Now, the fact that you've taken the time to, y'know, read the website,
watch the YouTube channel, book in a call with me, actually attend the call too which I appreciate, that tells me
that there's something important about this whole trading thing to you. I mean, why is this so important to you?
• Understood. And I always hesitate to ask this, but purely so we're on the same page here, let's say that you threw
in the towel on this whole trading thing and again, kept things as-is, what impact would that have?
• When did all of this become so important? Why are you so focused on this right at this moment?
• Where would you say your commitment level is? What makes you say that?
• Why now?

Eliminate the 'I need to think about it' objection by getting them admit, this needs to happen now. This is important, I'm committed.
Understanding Husband-Wife Positioning

• Family mention: Absolutely, and in fact that aside, I mean, you mentioned family briefly earlier...
• What does your wife think about this whole thing?
• Are they supportive of you trying to pursue this, do they also know it’s a problem?
• No family mention: Can I run one last personal question by you?
• Great, now one thing we find is that some clients involve their partner in their trading journey and they like to
take on this venture together, so if we imagine that we did work together here, would your [spouse] be involved
in any way, in let's say going through our program, helping you with your trading, helping you with your
decision-making or anything, or is this purely your own pursuit here when it comes to your money?
• Own pursuit: Ok, got it. So when it comes to your trading and your money, it's solely your own
pursuit, no-one else involved but you, you take the trades, you make the decisions, everything?
• Joint pursuit: Ok, got it. Well in that case before we go any further and cover the strategies, how the
mechanical rules work, the program that we offer and so on, let's set up a second call together because
if your wife plays an important role here and this needs to go through them, we'd better also cover
everything together, between us. Let me pull up my calendar...
• “Tell me the info and I'll take it to them”: I couldn't do that unfortunately because one of
my own person values is actually making sure that the people I work with have all the
accurate info that they need before we go anywhere near getting them enrolled, and if your
wife is a part of the decision here, from a values-perspective on my side, I'd feel like I was
being disrespectful towards them if I didn't properly explain everything to both of you. But,
look, if you can by-chance make decisions solo, we can move forwards
here. Completely your choice...
• Could you make a decision solo, or would they need to sign off on it?
• If no, move forwards.
• If yes, book a second call with them present.

Eliminate all escape here and 'I need to think about it or 'I need to speak to my wife' or 'I don't have the money' etc.

Transition To The Pitch:

• Got it, ok, well, that's me done questions-wise...

• Is there anything that you think we haven't covered that you feel like I need to know?
• Great, well, from what you've told me [name], we can, definitely, help here. And essentially, the strategies that
we trade, and the whole mechanical approach really, actually exists to solve every single one of the problems that
we outlined together earlier, that you said were holding you back. But with that said, where do you think we
should go from here? I mean, if you'd like, I can walk you through the whole process of how the strategies
work, but tell me where you wanna head.
• If they say 'yeah, anything' or any other directionless answer, then say; Sure, no worries. Well, why
don't we do this, so why don't we start by covering the strategies and how they work as a next-step, and
then from there I'll walk you through the program and how it works. Would you be on-board with that?

Pitch:

• Sure, no problem, so, to begin with, let me actually walk you through how our strategies work, now, …
• Unlike most other strategies out there that tell you 'roughly' what to do and then leave you to guess at the rest, we use an
actual set of step-by-step, really 'if-then' rules to tell us exactly what to do at all times. Now, the rules are based on just
price itself, so no indicators, no analysis, no reading the news or anything, and to help you understand how they work, let
me share a quick example just to kind of paint the picture, ok.
• So, you might discover that on 'x' market, let's say a currency market, at 11:00am every day, by letting the first 10-minute
candle form between 11:00am and 11:10am and then actually using this candle to execute in the direction of it, so if it
closes upwards you'd buy, downwards you'd sell, with let's say a fixed 10-pip stop-loss and a 40-pip target, that over time,
the profit-target is hit more often than the stop-loss, which then continually pushes your account-balance ahead.
• Or in other words, we're actually told; One, this is the market to trade and why, along with exactly when to be at the screen
and how long for. Two, at that time, wait for 'x' to happen, and when 'x' happens, take the trade, place a stop-loss 'here', a
target 'here', and walk away. Completely mechanical, completely rule-based with every single step of the process mapped
out for you in advance. Would that help you do you think?
• Great, and any questions at this stage or should I run you through the program? Are you sure?
• Perfect, now, within the program, essentially, what we do is take you through a three-step process that’s going to
take you from stuck on the problems that we outlined earlier, through to not just being consistently profitable, but
actually generating an average of seven to eleven percent per-month within a two to six week period, on top of
providing you with, most importantly, absolute certainty in the trade-decisions that you’re making, and...
• How we’ll actually do this is by firstly laying out a clear, proven set of if-then rules for you to follow,
along with walking you through exactly how and why they work and are actually applied, and what this
will do for you is completely remove the need to guess, or predict, or do any analysis whatsoever,
essentially freeing you from all of the uncertainty that comes with trading using discretion, like you
 mentioned yourself earlier, right.
• Now, within this step, you're going to learn two short-term day trade strategies, two long-term swing
trade strategies, and in terms of time-efficiency, well, they cut screen-time down from, what, six-eight-
ten hours per-day, to roughly sixty to ninety minutes, and the reason for this is because the short-term
strategy setups take place as of the start of each session, so London, New York and so on, and the long-
term strategy setups take place within the last hour of the day, between 8pm/9pm within your time-zone
• Does that make sense so far? Great, any questions at this stage or should I run you through steps 2-3?
• Second to that, we’ll actually be laying out and walking you through the statistical data that proves, as a
mathematical fact, that not only do the rules themselves work, but also on which exact markets, too, so
that you can know, for absolutely certain, that the strategies work. One hundred percent, as a statistical
fact, ...
• And thirdly, we’ll be hand-holding you every step of the way, too, by assigning a success manager
specifically to you who's your point of contact 7 days a week via Email, along with providing both
group coaching on a lifetime-basis so that's free forever, plus in-person one-to-one coaching, too, just
you and one of our in-house coaches, so that, whatever you need, whenever you need it, and whatever
questions you have along the way, they get answered instantly, and by a real person, too, which I think
makes a big difference, doesn't it, to have that much support behind you.
• Perfect. Now, lastly I just want to walk you through how this is all fulfilled, so, as soon as we get you
enrolled we'll be opening up our training portal for you and providing you with a login, and within this
you'll find the video-course-contents which are roughly five-hours in length which you have lifetime
access to, and on top of that, we'll also be meeting once a week for what we call a 'development
meeting' each Saturday UK 1pm where we pretty much just get everyone together, so myself, our in-
house coaches, all clients are welcome, and we pretty much just take a deep-dive into not just what's in
the training itself, but we also open up the floor for questions from yourself, our other clients, so it's
really an immersive, community feel to make sure you're getting the best results possible, and to really
“cement” everything in. Make sense?
Gain commitment:

• Great. So, just curious here, but in terms of the process specifically… how do you feel?
• Ok, understood and just to be totally clear here, what’s really important to me is alignment. When you come in
and work with us, we are genuinely rolling up the sleeves and jumping into the trenches with you on this. I mean,
me and the team are all, in, so it’s really important to us that you feel solid, feel one hundred percent, on the
process, d, d'you know what I mean?
• Absolutely, so just to be 100% clear here, on like a scale of 1-10 let's say, 1 being I just don't think this is going to
help, and 10 being Will, this is literally exactly what I need let's go, right, where do you feel like you fall exactly?
• 9 or above: Move on
• 8 or below: Right, got it, and I appreciate you being honest here, too. So, just curious here but what
exactly do you think is keeping you from say being an eight or a nine or a ten?
• Handle objections and re-temperature-check them.

100% commitment:

• Sure, no problem, and just before we get to that, just to check; Now, price-aside here, is there anything else that's keeping
you from being like, a hundred percent certain here on feeling that the process, of trading using what we have here, is what
you need to solve the problems of yours that we outlined together earlier?
• Got it, so if I'm hearing you correctly, price-aside, you're one hundred percent in?

Share the next steps:

• Alright, sounds good. So, we've covered the strategies, the program, questions answered, you're a hundred percent in, so
what's next? Where do you feel like you wanna go from here? I mean, if you like I could walk you through enrollment and
next steps but, yeah, you tell me where you wanna head?
• Sure, so what we'll do next is we'll get your account opened up inside the portal, get you the training so that you can access
that straight away, then we'll process the investment together, and then after the call I'll be dropping you an Email with two
things. One will be your login details so that we can get you straight in there, and two will be introducing you to your
success manager Paul and your coach Tom, and from there we'll get straight to work together. How's that sound?
• Alright, sounds good, so the only thing left to cover is the investment. Are you comfortable going over that at this point?

Share the investment:

• Sure, so the investment's just £4,800 and for that you have full access to the entire program for life, so all three steps that
we just covered, you've got full access to the two weekly group coaching-calls for life plus the archive of recordings as
well, you've got a success manager assigned, again, specifically to you who'll be your own point of contact to help with
anything that you need for life, everything is in there. And with that, we can get straight to work together and get you
finally trading profitably, and with confidence, too. Would that help?
• Sounds good, well we can go ahead and get you enrolled if you like?
Payment terms:

• Full-pay: 1 x £4,800
• Payment plan: 2 x £2,500 / 3 x £1,650 / 4 x £1,250 / 5 x £995
• Testimonial close: 1 x £3,800 but provide us with a testimonial in 6 months' time
• Transfer of trust close: 1 x £2,400 and pay the rest out of your profits with a testimonial in 6 months' time
• Ascension model close: 1 x £1,500 via the ascension model with two strategies instead of four, and no in-person coaching

Isolate the first objection:

• No problem. And I can appreciate that. Now, for a second, let's just pretend that money is out of the equation, ok. How do
you feel about the process here specifically? Do you feel like ultimately, it’s what you need to get those problems that we
laid out earlier solved, or?
• Ok, got it, so just to be clear, I don't feel like you’re in a 'should' I do this place where you’re going back and
forth on if this is the best next step for your trading, it sounds like your more in a 'how' can I do this place, where,
look, you’re one hundred percent in, it’s just a price thing and if this was, like, £100 or £500... You'd just
be in right now, wouldn't you?
• Ok, got it. So, would you say it’s the whole payment that’s the problem, or perhaps if we could just break it up
for you and spread it across a few months, would that help you out?

It's too expensive:

• No problem, I hear you and can I ask you an honest question on that?
• You said it's too expensive, and when you say that, what are you comparing it to?
• Got it, understood, and would you mind if I realign you on this for a second on that, would that be ok?
• Great, so just to realign you on this, I feel like you're comparing this to [what they said] when you should be
comparing it to [outcome], because that's where you'll be headed when you're working with us. So with that said,
I mean, do you think the investment here is too expensive, considering we can get you to [outcome]?
• Great, so with that said, what can we do to make this work for you?

'Transfer of trust' close, for use when all that's holding them back is either trust, or 'the proof is in the pudding' or similar:

• No problem, and just before we part ways for now, to stay organized on my end, if there was a way that we could make this
work for you today from a price-perspective, would you be open to coming in today, or would this – No matter what price
looks like – Be something you absolutely need to sit on. No matter what?
• Ok, got it and, look, from what you've said, it feels to me like it's just, y'know, you just want to get in the
program, see that the strategies actually work, right, then, problem solved?
• Right, ok, well, as an idea, y'know just to kind of run it by you, how would you feel about this, ok, so,
how about if we did 2.4 instead of 4.8, ok, I will put the trust in your hands and just say look [name],
come in for just that 2.4 today, see the value of the program, see that the strategies work, make use of
support, and just give us the other £2.4K back out of your profits in the future. Would you be on-board
with that?
Ascension model

• No problem at all. Now, one thing we introduced a couple of weeks ago that we're just trialling at the moment is something
we call our ascension model where essentially we allow you to come into an adjusted version of the program with slightly
adjusted contents for obviously a slightly adjusted price-point which might help you out slightly. I mean, would you be
open to me running you through how it works and what's included to see if it'd be a fit for you?
• Sure, no worries, so what we do is we take out two of the four strategies and we allow you to just choose which
of the two you're left with, and we take out the in-person one-to-one coaching and just provide you with a success
manager and the two weekly group coaching calls, and because of that we're able to bring the program pricing
down to £1,500 because of the time and resources we save. Would that feel a little less top-heavy for you?
• Good to hear. Well, we can go ahead and get you started with it if you like?

I just need to think about it, or I'm not ready now:

• What would you need to think about specifically?

• What would you need to see, or be shown, that would allow you to feel comfortable making a decision?
• You told me earlier… What’s really holding you back?
• Have you ever made decisions on the spot before? Were any of them good in the end?
• If you look at the good decisions, what were the outcomes of them?
• So you've made on-the-spot decisions before, and they yielded good outcomes?
• I want you to come in with peace of mind, so let's look at all possible outcomes here and really boil this
down and simplify it. On the one hand, you come in, everything works as it does, you get the result you
want, fantastic, right. Or on the other hand, and this is the true absolute worst case scenario, you come
in, I'm a paid actor, all of my team of eleven staff are paid actors, all of the hundreds of client reviews
turn out to be made up, all of my half a decade of online content turns out to be made up and I steal
your money and move to Mexico tomorrow. You'd just call your bank, tell them you've just been
 scammed by a phone scammer and you'd have your money back in your account by the next
day, and you've lost absolutely nothing but the time we've spent on this call. Could you live
with that worst-case outcome?
• And what about the best-case scenario. Again, you come in, it all works and you get the result you're
looking for here and you get to where you told me you wanted to get to financially. Could you
live with that outcome? Perfect. So what do you think, should we go for it?

Deposit:

• No worries at all, fine by me. But, I mean, just to check [name], you definitely want to do this don’t you?
• Great to hear, so yeah, so, thinking and pausing on this aside, it sounds like you’re a hundred percent in on this?
• Spot on. Well, why don’t we do this. So, why don’t we get the follow-up call booked in together now, get that on
the calendar, and then if any questions come to mind between now and then, write them down, we’ll cover them
on the next call and if you wait in, we’ll get you enrolled. And if not, then at least I can hand over some helpful
resources to send you away with. Does that sound ok with you?
• Perfect, and just before we get that booked-in, what we do in these scenarios is we just process a tiny deposit and
that's just there to show us that you are being serious when you say you definitely want to do this and you are one
hundred percent in, because what we've found in the past is that people say that stuff, when really they're just too
polite to say “no” and they use it as an excuse just to get off the phone. I know that's not the case here because I
know you're serious about this, like you just told me, but it's just to stop us setting time aside and booking up the
calendar with someone who's not even going to attend the call. So let's go ahead and get that processed, could
you just confirm your first and last name for me?
• If they push back; Wait. I feel like I might be missing something here. You just told me that you
definitely want to do this, and you told me you were a hundred percent in. If that's true, what's holding
you back on paying such a small deposit? Especially a fully-refundable one. Something doesn't add up
in my mind, do you know what I mean? Can you help me understand your thinking here?
• Sure, understood. Well, again, just going back to our past experience. We've actually tracked this and
what we find is, statistically speaking this is, when people say they need to think about it, what they
mean is “it's a no” but they're just too polite to say it. Now, if it is a “no” then that's absolutely fine.
We'll just jump off the call right now, no hard feelings. But again, you just told me that you definitely
want to do this, and you told me you were a hundred percent in. And if that's true, a tiny fully-
refundable deposit makes no difference because you're either about to come in, in which case we'll just
knock that off the price-tag when we get you in, or you'll Email me before then and just say “Will, I've
decided this isn't for me, can you refund the deposit” and I'd just literally do that the minute I see the
Email. Does that make sense?
• Perfect. So let's go ahead and get that processed for you, could you just confirm your first and last
name for me?

Run it by my wife – If they said they make the decisions:

• No problem, and didn’t you say earlier that you make the decisions when it comes to your finances etc?
• No problem. I respect that, and aside from running it by the wife, just so we're on the same page here, you're a hundred
percent in and you absolutely want to do this, right? Great, so from your side, this is a straight up yes let's go?
• Awesome, well that’s really great to hear, and why do you feel so strongly about doing this specifically?
• Understood. And, when you run this by your wife, what do you think she'll say?
• Ok, and what if she says no? [pause] Got it, again, no problem. In fact I actually had another client of ours who
said the same thing last week and he actually took it to his wife and said to her “I’m thinking of investing in a
mechanical trading program, y’know, R-multiple this, risk-percentage that, annual-yield this, and in the end his
wife just said to him “Look, you know I don’t understand any of this stuff, as my husband I trust you, you’ve
spoken to them, you do what you think’s best for us” because, let’s face it, not many wives out there know the
in’s and out’s of mechanical trading, right? [make a joke out of it]
• So do you think your wife would say something similar, not really understand the in’s and out’s of all of the
mumbo jumbo, and just trust your decision-making as her husband? Or does she need to jump on a call with
maybe us, so that I can run her through how it all works myself?
• Sounds good. Well with that said, we can go ahead and get you started if you like?
• If they’re still not sold: You know this is the next step that you need to take don't you, or you wouldn't
have told me that yourself earlier. I saw a clear path forwards, but now I'm running into a wall in my
mind here and I feel like you're completely gone back on everything you told me. What's really going
on here? What's holding you back?
• No worries at all. Well look, there is one thing I can do to completely
remove any worry you have here and seeing as you've told me you're a
hundred percent in, I know it's going to be perfect for you, so let's do this.
We'll get you enrolled right now, and if your wife says no when you run
this by her later on, I'll give you my personal phone number and my
Email address and you can drop me a call and I'll just refund you
immediately, no questions asked. And that way, if it's a no, then no
worries you have the money back, and if it's a yes you're already enrolled
and progressing through the program content. Win-win. And for your
peace of mind I'll also give you that in writing, too. I'll get that over for
 you right now and we'll get you started. What's your Email?
• I'm confused... you told me you were ten-ten, you absolutely
want to do this, and I'm letting you into the full program with
literally absolutely zero risk. If your wife says no, you get a
refund, and you have that in writing along with my number and
my Email address... What's really going on here?

Do you offer payment plans?

• Well, it depends. Generally, most clients do it up-front, but for certain clients depending on where they're at, and if it's
appropriate for their cashflow, we break it up. But all that's all customised depending on what you need, but before we even
get into that, I guess the most important question is, like, how do you feel about this entire thing? Money and everything
aside, is there anything else that's keeping you from being a hundred percent certain that this is what you need to get those
problems that we talked about earlier solved?
• No problem at all. So, I mean, would you say you’re more in a 'should' I do this place to where you’re going back
and forth on if this is the best next step for you, or are you in more of a 'how' can I do this place to where it’s your
goal to do this, you know this is going to solve the problems we outlined together earlier, it’s just a matter of
making it work financially?
• Got it, ok, well I'm more than willing to talk about breaking it up for you. Now, we don’t actually have any set
payment plans, it's really all customized depending on what’s best for the client. So based on where you’re at
financially, it might be possible for us to make something work now, or at the very least we can create a game
plan for you to work towards in the future so you can do it sometime down the road. Now, with that said, would
you be open to having an open and honest conversation here about where you’re at financially right now, and
based on that we can figure out what’s the best next step from here? Would that be ok with you?
• Great, let's do it. So, across let's say the next 30 days, cash-wise, what exactly is coming in?
• Ok, understood, and after y'know, bills, mortgage and so on, what do you think will be left over?
• Got it, and what’s your cash on hand exactly right now?
• Got it, and capital is ultimately the lifeblood of any trader, so in a lot of cases, it’s important we protect that, and
with that said, do you have access to credit to fund your development as a trader?
• How's availability looking specifically on the card/s at the moment?
• If they're not open on the questions; Can I be honest with you for a second? You told me earlier that,
price aside, you're a hundred percent certain that this is what you needed to get the problems solved
that we outlined together earlier, and that this is very important to you to find success as a trader, and
that ultimately it’s your goal to make this work. But now, it seems like you’re not willing to be open
and honest with me about where you’re at financially so we can, together, figure out a way we can
possibly make this work for you. So look, and I'm certainly not trying to be mean or invasive here, but
how can you expect me to be able to support you in how we can make this work so that you can get
those problems solved, if you’re not willing to be open with me about what resources you really have?
• If they do have the resources to proceed; Can I tell you what I would do if I was you? And you’re
sure this is what you want to do, correct? Then I would do it upfront [shut up].
• [wait for them to speak, then interrupt them]. Let me tell you why that is; Two reasons:
• 1. The people who commit one hundred percent to going all in here are the same ones who show up
powerfully and get really brilliant results, and quickly, too, all because they decided to burn the boats
and metaphorically draw a line in the sand and go all-in on committing to their goals here, and
• 2. When you’re able to go all in on yourself, and I know this sounds a bit fairy-dust'y but the universe
tends to favour it in my experience and just provide massive growth, it's almost like the whole karma
thing if you believe in that. All because you took the leap of faith and committed to what you truly
want. Make sense?
• You sure? Feel good? Alright, let's do this.
• If they do have the resources, but need a payment plan: Got it, ok, and you still feel good about the
process here, right? You sure? Great, because look, the real beauty here is that making successful
decision as a trader's all about maximizing your upside while minimizing your downside, and this isn’t
coming from me, but look at Warren Buffet, Ray Dalio, Carl Icohn, the most successful investors in the
world. They all focus on maximizing upside while minimizing downside, right. So take your upside,
you come in and you do exactly what we tell you to do and you learn how to safely, consistently
generate between seven and eleven percent per-month, reliably. You’re downside, is that at the end of
the day, it’s what? Depending on account-size it's, well, a few months of trading profitably to break
even here. That’s it.
• And because of that fact, what I’d be willing to do for you, is let you in for half. So, £1,500 to start.
And that way, you can come in, learn the rules, gain profitability as soon as you're through the training,
start actually pulling in that percentage return reliably, and then we can take care of the rest thirty days
down the road when you've already gained momentum and started pulling money out of the markets
way before then. Make sense?
• Great, so, if that’s something I’m willing to do for you, is that something you’re willing to move
forward with right now? You sure? Feel good? Alright, let's do this.
I need to think about it:

• I hear you, and I can appreciate that. Now, for a second, let's just pretend that money is out of the equation, ok. How do you
feel about the process here specifically? Do you feel like ultimately, it’s what you need to get those problems that we laid
out earlier solved, or?
• Ok, got it, so just to be clear, you’re not in a 'should' I do this place where you’re going back and forth on if this
is the best next step for your business, it sounds like your more in a 'how' can I do this place, where you’re one
hundred percent certain here that this is going to get those problems that we laid out together earlier solved,
it’s just a matter of covering a specific thought that's sitting in your mind right now?
• I hear you. And what specific thoughts or questions or doubts are standing in the way for you at the moment?
• “Nothing, I just need to think about it”: Again, I hear you, but let's level with each other here.
Earlier in the call you said you were one hundred percent in. Now you're telling me you need to think
about something, but you won't tell me what that is. What's going on here?
• Understood, and look, if this isn't something you don't want to do, you can absolutely say 'no' here and
we can close off the call, no problem at all. This call is all about you and getting your problems solved,
that's why we're here, isn't it. But we can't do that unless we're straight with each other. And at the
moment, you're holding something back that's preventing us from getting your problems solved, so
again, let's level with each other here. What's the problem or the doubt? Let's cover it together.
• One thing that's important to me is keeping my word and I'm sure you're the same, right, and
if I let you think about it, I have to let everyone think about it. And before you know it, I'm
filling up my calendar with people who are all thinking about it, but no-one is getting their
problems solved which is the reason we're here in the first place. So again [name], if it's a
'yes' then I'd love to help you and work with you. If it's a 'no' we'll jump off the call and you
can go back to the same struggles that prompted you to book this call in the first place.
Which of those two options – Get the problems solved, or continue struggling with the things
that brought you here in the first place – Makes the most sense to you?
• “Just give me time”; I can't do that and let me explain why. See, I keep a log of all
of these calls and their outcomes and I can tell you that statistically, 93% of people
who've asked me to re-schedule or told me they'll pay later never come on-board.
93% of people. Imagine if I re-booked all of those people in on my calendar, or I
tried to keep track of all of those people that I'd extended the discount for. It's just
not possible. So, let's level with each other here. Is this a 'yes' like you said that it
was earlier when you said you were 100% in, or is it a a 'no' and you'd prefer to
carry on struggling on your own, which you said earlier that you were against?

Do you offer a guarantee?

• Absolutely, so, to begin with, we are actually one of the only trading companies who do actually offer a guarantee, and the
reason that we're able to do that is because of the nature of the strategies in that, because they're rule-based, you can see
every trade triggered, we can see every trade triggered, and therefore we can both actually track performance side-by-side.
• Now, in regards to how it works, all we ask of you are two things; One, watch the whole of the five-hour program, and two,
make use of at least one of the strategies across two quarters, and if you'll do that for us and you don't make money, we just
refund you in-full, no questions asked, and that's also in writing inside the program.

Do I need to decide whilst on this call?

• [name], I respect that. In fact you've just reminded me of a conversation I had a couple of weeks ago with a guy who said
the same thing and was thinking the same thing. In fact, would you mind if I share the story?
• Well, the thing was, he was on the fence about joining us and he was thinking the same [objection] as you.
• And I asked him, what's the worst that can possibly happen here? Ignoring the fact that I've been trading successfully for
almost a decade, ignoring how many clients we've helped, I said to him;
• Let's just pretend that after he joined us, the strategies didn't work and he lost a few thousand pounds. Was that going to put
him on the streets flat broke? And I said to him, if it is, if investing a couple of thousand pounds was going to make him
homeless, we definitely shouldn't work together.
• But he said to me, no, of course it won't. He wasn't a rich man, but setting aside a couple of thousand pounds wasn't going
to hurt him, right. So I said to him, on the up-side, let's say that the strategies do in fact work as they do, and you finally
gain profitability and unlock this goal, this dream of being a successful trader for the rest of his life. And in the coming
weeks and months he makes let's say a few thousand pounds. I mean, it's gonna feel good, but it's not going to make him a
multi-millionaire, right.
• Come next month or next quarter, I was straight with him, I said he's not going to be rich, he's not going to be poor, ok, but
what he would be is trading with consistency and most importantly, peace of mind. Knowing that he can actually control
his own income for one. So I said to him, why don't we do this; If it was easier for him, why doesn't he come in at just
above half of the usual price using a payment plan – £1,500 instead of £2,800 – And that'd allow him to start making
money before he'd even had to pay the full amount.
• And in the end, with the guarantee behind him, with all of the support we provide behind him, he came in to the
programme and he's literally gone from stuck where he was, struggling with everything that was holding him back, to
consistently profitable and again, completely confident in himself and his trading now. And I actually spoke to the guy a
couple of days ago, he's already up I think it was +16% or +18% on his account, and between me and you, we both know,
 don't we, that he never would have achieved that if he'd sat on the fence.
• You'll know this already, but if you don't take action in life, nothing changes, does it, because it doesn't have the chance to
change. And I'm guessing, from what you've told me so far, that you'd like to achieve the same and go the same path, right?
• Awesome to hear, well we can get you started right now if you like?

Can we schedule another call later?

• Ok, well, I mean, I'm happy you'd like to get another call on the calendar, that's great, but unfortunately I'm actually fully-
booked for the next few weeks, and we're actually stopping offering these 'strategy session' calls from then onwards, but it
sounds like you're unsure about something, or there's something standing in the way of you getting started here...
• Can I ask what that is, what is it that's keeping you from being a hundred percent on feeling like this is exactly what you
need to get those problems that we outlined earlier solved?

How do I even know that the strategies work?

• Yeah, look, that's a completely fair question to ask, and it's a very easy one to answer, purely down to the fact that we
actually verify strategy performance using statistics, and we also actually share these inside the program, too, so that, as
soon as you're in later on, you can actually verify first-hand that they work by just looking over the statistics, and you can
actually check each trade that's ever taken place, too, so that you know for absolutely certain that the strategies work.
• In fact, I can walk you through one of the trde-records if that would help? Then, load up the Price Reversion +1R sheet.
• Does that bring peace of mind?

I need to run the numbers

• Ok, sounds good. And just to understand better you, what do you mean by that?
• Ok, and assuming for a sec that the numbers check out, based on everything else we've discussed, would there be anything
else holding you back from wanting to move forward?
• Ok, great. And, I mean, when you do run the numbers, what do you think they'll tell you?
• Nice, makes sense, because typically from here, we'll set up a second time to chat again so that we can make sure you're
happy before moving forward, so I just figured if you had a rough idea and knew the numbers wouldn't work out, then
there'd be no sense in allocating that time together, in which case we should just get you in now to save you time.
• Sure, no problem. Well in that case, let's get a follow-up call booked in together. How would [day] be?

Book in the follow-up call there and then, on the spot. Add their Email and mobile number.

I don't want to have to decide now

• I get that. Is it maybe too soon to consider an investment amount like this, or maybe there's something else that I'm missing
or that we haven't discussed?
• I understand, and I wouldn't want you to jump in not feeling comfortable that this is the right fit, so let me ask; What else
do you need from me to help with your decision-making process?
• I can only help you if you're transparent with me, and it sounds like this is a 'no' which is absolutely fine. What I can say is
that statistically, and I do track this, 94% of people who say to me that they need to 'think about it', I never hear from them
again. What they really mean is, Will, it's a 'no' but I'm too polite to tell you that, or I have a question or a doubt I don't
want to share. Which one of those things is true for you?

If you can share what they need then and there, share it. If not, tell them you'll send it over after the call, and as them; “With that info
sent over, do you think you'd be able to reach a decision within a few days' time?” and then; “Great, well in that case, let's book in a
follow-up call together. Would [day] work for you?” and then book the follow-up call there and then, on the spot. Add their Email
and mobile number.

Tell me about strategy performance

• There are four strategies, each of a different style between day and swing, short-term and long-term. The risk-reward varies
between each, depending on style i.e. The short-term strategies are of a higher win-rate, yet a smaller win-size. The long-
term strategies are of a lower win-rate, yet a larger win-size.

*If they can make a decision within 24 hours, offer an extension. Make the deadline clear.

Now's not a good time

• Do you mind if I ask a question about that?

• How will you know when it is a good time to put the things that are holding you back behind you? You told me earlier that
trading is important to you didn't you, so with that being the case. Surely it's best to get the problems solved now rather
than later, right?
I don't understand how the rules work? / I don't understand how the entry-trigger works?

• No problem at all, in fact if it would help, I can actually walk you through an example of an entry-trigger if you like?
• Ok, let's do it. So, as an example, our entry-trigger that actually tells us to take a mechanical trade could be waiting for the
first 5-minute candle of the day that closes across let's say yesterday's open-price, and then executing in the direction of
this, so for example if the candle is closing over the open-price level to the up-side, we'd buy when the candle closes. If the
candle is closing over the open-price level to the downside, we'd sell when the candle closes. That would be the 'trigger'
that gets us into a trade. Would that amount of clarity help you to trade with more certainty?

What's an edge?

• Great question. Well, if we really boil an edge down, what having an edge means is that, over the long-term, you always
come out ahead of the market. Guaranteed, as a fact. And that’s because when trading a strategy that provides an edge, your
wins always outsize your losses, in-line with the strategies’ win-rate. Does that make sense?

No it doesn't, can you tell me more?

• Sure, absolutely. Well, put it this way; Most traders out there take large losses, but only ever small wins. They snatch at
profits due to fear and greed, and yet they run their losses in the hope that they’ll turn around and come good. But doing
this means that the market actually has an edge over you. It’s basically the complete opposite of having an edge. Because,
by doing this, by letting your losses outsize your wins, there is absolutely no way a trader would ever make money.
• What we do however is the opposite; Our strategies provide an edge, they provide winning trades that outsize losing trades,
and what that means is, we always come out ahead of the market long-term.Does that make sense?

How long will it be before I'm proficient? / How long will it be before I'm trading the strategies and making money?

• Great question. So, the entire program is roughly 5 hours in length, and effectively, when you've watched the program you
then know what you need to do to implement the rules and you can go out there and make a start. Now, some people do
like to watch certain videos twice, revisit parts of the course and so on. But typically the way we see people move through
it is by watching the whole course first, then making a start via let's say demo for maybe one to two weeks as they settle
into the strategies, and actually see them working most importantly, and from there, the confidence that brings after
actually seeing that the strategies work, tends to be the point where people are actually exited to go live. So from end to
end, I'd say roughly one to perhaps three weeks.

What amount of money should I start with / Is there a specific amount I need to start with?

• Absolutely. So, on the subject of a starting-account-balance, we work with a lot of different people so we have clients
who've started with let's say as little as £1,000 or £2,000 and equally we've had clients who've started with as much as
£100,000 plus, and everywhere in between.
• Now, within the programme you're learning four different strategies, so, two short-term day-trade, two long-term swing-
trade, which gives you that variability between which style you prefer, and if we take the short-term strategies as an
example here, they tend to average roughly between 7% and 11% per-month over the long-term.
• So to really keep this simple here, let's say that you started with a £10,000 account and let's be conservative here and say
that month-one, as an example, you generate that low-end 7% return ok. Obviously that would bring in roughly £700 to
£1,100 in that one single month, ok. So you can start to see the growth-curve, can't you.

Let's say I wanted to achieve 'x' percent per-month [or per-year], what account balance would I need?

• If you have covered the amount of strategies in the programme; Sure, well, again, let's take the short-term strategies as
an example here, which tend to average roughly between 7% and 11% per-month over the long-term.
• So to really keep this simple here, let's say that you started with a £10,000 account and let's be conservative here and say
that month-one, as an example, you generate that low-end 7% return ok. Obviously that would bring in roughly £700 to
£1,100 in that one single month, ok. So you can start to see the growth-curve there, can't you.

• If you haven't covered the strategies in the programme yet; Sure, well, within the programme, you're learning four
different strategies, so, two short-term day-trade, two long-term swing-trade, which gives you that variability between
which style you prefer, and if we take the short-term strategies as an example here, they tend to average roughly between
7% and 11% per-month over the long-term.
• So to really keep this simple here, let's say that you started with a £10,000 account and let's be conservative here and say
that month-one, as an example, you generate that low-end 7% return ok. Obviously that would bring in roughly £700 to
£1,100 in that one single month, ok. So you can start to see the growth-curve there, can't you.

What is the time-commitment required? / How many hours will this take per-day or per-week?

• Sure, so, to explain this to you, if we take the two short-term strategies as an example, now, these are traded at the start of
each session, so the London session, the New York session and so on, and unlike other traders who might sit down in the
morning, spend all day waiting for trade setups to appear, waiting to 'find' trades, we actually know when our setups are
going to occur, along with exactly what to do when they occur.
 • So it really condenses the trading day down, and it means that you can actually choose how often you trade, so you could
say, look, I've got a really busy week this week, so I'm just going to trade let's say the start of the London session for
example. So you'd be sitting down at UK 07:00am and typically, our setups form within roughly thirty to ninety minutes.
So the time-investment would be roughly an hour per-morning.
• Now, in a couple of months' time you might then say, look, I now have much more time to trade, what else can I do to
increase trade-frequency, and in that case you could then do one of two things. You could also trade another session, so let's
say New York for example, along with the swing-trade strategies in the evening, which are traded each evening for roughly
an hour. So, as you can see here, there are a lot of ways to take control of the time that you spend at the charts each day,
which is quite a big advantage, isn't it?

Are there any indicators involved?

• Absolutely, so we don't use any indicators, no, it is just purely price. And what we're actually using are certain price-points
within the markets that provide us with our entry-trigger, and then from there, the rules tell us; Enter here, stop-loss here,
target here, walk away. That simple.

Do I have to do any analysis?

• Absolutely, so we don't do any analysis, no, it is just purely price that we use. And what we're actually using are certain
price-points within the markets that provide us with our entry-trigger, and then from there, the rules tell us; Enter here,
stop-loss here, target here, walk away. That simple.

What software do I have to use? / What broker should I use? / Do I have to download or instal anything?

• Ah, very good question. So, you can actually apply the strategies using any broker or any trading platform out there, so
whichever one you're currently using you can stick with, or if you don't yet have an account or you're unhappy with your
current platform, we've actually put a section in the course that covers all of this for you. No need to worry there.
• If they ask what we use; Sure, so, Will and the team all use a broker called IG, and we do recommend them as they are a
great provider, but just so that you know, we don't receive an affiliate commission or anything if you do decide to use them.
We just recommend them because we use them ourselves.

Is there any trade management involved?

• You don't, no. As soon as a trade's been taken, you're done.

How will I know I'm trading correctly / How would you analyze that I've been carrying out the system correctly?

• Yeah, really good question, so, again, because we're all using the same rules here, ok, you can see every trade triggered, we
can see every trade triggered, and we actually have two in-house data-assistants who continually log this data and we use
that to stay on top of performance, and we also share that within the program so that you can also stay on top of
performance yourself, too. Does that make sense?
• If they ask 'so can you check it for me', say; Yes, absolutely we can and that's exactly what your success
manager is there to help with.

What markets can I apply the strategies to?

• You can apply them to all markets.

Do I have to do anything after I've taken the trade? What if a trade goes in the wrong direction?

• You don't, no. As soon as a trade's been taken, you're done and, see, because the rules provide us with an edge, proven via
statistics, our only job is to just take each trade when we're told to, and then just let each trade reach our stop-loss or our
target. And the reason we're able to do that is because when we lose, we lose small, yet when we win, we win big, ok. And
what that actually does is constantly push us ahead of the market as we build up our account over the long-term. Does that
make sense?

Do you have a beginner's course or section? / How does this work?

• Absolutely, we do, yes, and what that beginner's section does is – Well, it does a few things, so – Firstly it walks you
through basic terminology, the risk-management side of things, how the rules actually work, how they're built and so on,
and that's roughly an hour in length. And from there, when you've taken that in, you'll then be ready to move through the
strategy sections themselves.

What is the secret edge?

• Sure, so, the secret edge is actually a once per-week trade-setup that brings in a +2R win with a win-rate that’s currently up
at roughly to 68% mark, so it’s a very strong little strategy to have.
Can you help me get into a prop firm?

• Absolutely we can, and we have for a lot of our past clients, too.
• If they ask which ones our past clients have gotten into; Sure, we’ve helped previous clients join FTMO and the 69’ers.