Coaching and Mentoring

and use the same skills and approach but coaching is short term task-based and mentoring is the development of a longer term relationship.

“A coach has some great questions for your answers, a mentor has some great answers for your questions.”

Our session-based program is pure coaching, our full program coaching will over time develop into a mentor- relationship.

How Does the Coaching-Mentorship Program Work?

My coaching-mentorship program consists of 24 weekly sessions, and each session is specifically focuses on you. Everyone has different goals and vision. You may be interested in trading for a living, or self-directing your investments for retirement.

If you are accepted into the coaching-mentoring program, we will start by working together to develop your vision, discover your needs and create and implement a step-by-step plan to achieve your goals. Our process consists of three phases:

Phase One: Trader Assessment

I will conduct a comprehensive initial assessment so that we both discover and gain a deep understanding of:

  • Who you are, your preferred life style
  • What and how you like to trade
  • Your values and perspectives, and how it impacts your trading
  • Your capacity and tolerance for risk

The assessment establishes the foundation for how we will work together. It will consist of a series of one-on-one interviews, either in-person or over Skype. You will complete a self-assessment survey that we’ll use as a baseline to compare against as you progress. And we’ll help you identify and eliminate destructive habits and how to develop lasting support ones.

Phase Two: Adopt a Philosophy and Framework

Once we have a good handle on your mental game and your goals we can begin to develop a structure to your trading. This is essentially a continuous improvement process, where you learn to incrementally achieve your goals.

The objective in this phase is to achieve self-made-awareness in every aspect of your trading by introducing you to a strategy and methodology consistent with you’re trading framework. This will include developing an initial trading campaign, where you’ll trade a simulated account and learn how to apply a professional approach to your trading, within a continuous improvement loop.

You will employ your trading philosophy with a complicit strategy, apply the rules and exceptions, and practice strategy analysis, execution, recording, analysis and exceptions management.

Phase Three: Launch Your first Live Campaign

Phase three integrates all you have learned and puts it into practice for real. You will have a new perspective on your trading, a well thought out direction that is consistent with your lifestyle, your philosophy, and perpetual practices that through repetition and a feed back loop will heighten your overall awareness and confidence as a trader.

At this point the coaching transforms into a mentorship where you determine the frequency and content of future sessions, either regular meetings or as needed with your coach.

Schedule a Coaching and Mentorship Session

Call Ernie if you have any questions: 508-446-0517

Coaching is the art of facilitating learning by raising awareness and clarifying goals.

A mentor is an experienced and trusted adviser who takes a custodial interest in the progress of an other.

A person who is guided and supported by an older and more experienced or influential person.