CONVERSION
Make the proposition clear.
Product education, platform orientation and broker-transparency content help prospects make informed decisions.
Review: qualified enquiries, onboarding completion and funded-account conversion.
FOR BROKERS & TRADING PLATFORMS
Better traders
trade more.
Education, market content and trader-development programmes that convert client interest into market participation.
I'm Adam Harris, a practising trader, analyst and educator. I connect brokerages with their clients, translating markets, trading, technology and the brokerage business into content they can understand and trust.
Fractional Chief Market Analyst · Focused programmes · White-label delivery
A market voice.
A practical partner.
THE COMMERCIAL CASE
Why this matters
to your brokerage.
A useful programme connects what clients need to understand with the commercial priorities your team needs to measure.
ACTIVATION & ENGAGEMENT
Give clients a reason to return.
Relevant market briefings, practical learning and useful tools connect initial interest with purposeful platform use.
Review: time to an agreed activation milestone, returning users and programme participation.
RETENTION & CLIENT VALUE
Keep the relationship useful.
Progressive education, review sessions and a familiar analyst presence give developing clients continued value.
Review: cohort retention, sustained activity and client lifetime value.
BUILT AROUND YOUR BUSINESS
Spreads, commissions and overnight financing connect broker income to client activity. The economics also depend on client longevity, funding balances and the exposure retained or hedged. Whether your model is A-book, B-book or hybrid, we agree a brief around your actual products, audience and priorities.
01 / THE CLIENT JOURNEY
Where do your clients
need you most?
Choose a stage to see how analysis, education and tools can support your clients.
ACTIVATION
An open account. A clearer next step.
Help clients move from watching to participating with purpose. Build familiarity with the platform, a practical routine and an understanding of risk.
Build a programme around this ↗WHAT THAT COULD LOOK LIKE
- First-steps platform workshops
- Trading plans and preparation checklists
- Guided practice and live Q&A
AGREE WHAT SUCCESS LOOKS LIKE
Programme completion, meaningful platform use and time to an agreed activation milestone.
Activation and engagement are the centre of the offer. Every pilot starts with an agreed audience, baseline and review date.
Lasting client activity is built through confidence, capability and a reason to stay. That is how brokers strengthen retention and long-term client value.
02 / WHAT WE CAN BUILD TOGETHER
Five capabilities.
One connected programme.
Commission a focused piece of work or combine these capabilities around your client journey.
A credible
market voice.
Analysis that gives clients context, a reason to pay attention and something useful to discuss.
- Weekly market outlooks
- Event briefings and written commentary
- Live webinars and campaign content
Education that
gets used.
Practical sessions that connect what clients learn with how they prepare, practise and review.
- Platform and product workshops
- Planning, risk and decision-making
- Review clinics and masterclasses
Useful tools.
Built for the desk.
Give clients resources that support their process and fit the way they use your platform.
- Journals and review tools
- Checklists and platform utilities
- Indicators to an agreed specification
AI skills.
Real applications.
Help clients use AI thoughtfully—and give those who want to build a route into creating their own tools.
- AI foundations and workflows
- First-tool and indicator workshops
- Testing and guided project labs
05Trader Trust &
Trader Trust &
Broker Transparency Content
Help clients understand how their broker works. Clear, evidence-led education addresses misconceptions, explains genuine conflicts of interest and gives sceptical traders better questions to ask.
TRUST & TRANSPARENCY- How brokers make money: spreads, commissions and overnight funding
- A-book, B-book and hybrid models: execution, internalisation and hedging
- What happens to an order, why prices differ and how to assess a broker
Broker-branded videos, articles, webinars and onboarding content, tailored to your actual business model and prepared for your review process.
Discuss transparency content03 / AI FOR TRADERS
From curious
to capable.
PROGRAMMES IN DEVELOPMENT
Some clients want a useful tool. Others want to build their own. Give both a clear starting point.
Platform-agnostic by design, with working familiarity across Notion, NotebookLM, ChatGPT, Claude, Codex, Claude Code, Visual Studio Code and MQL.
Tools ready
for your clients.
Broker-branded journals, checklists and review utilities. A practical starting point for clients who want better workflows without learning to code.
A resource they can put to work.Better workflows.
Better questions.
Teach clients to brief AI, organise research, build a review routine and check the output. Start with a task they already understand.
A repeatable personal workflow.Their idea.
A working prototype.
Guide clients from a clear requirement through AI-assisted development, debugging and evaluation, using generic educational projects.
A tool they understand and can test.A PROPOSED LEARNING PATH
Start where
the client is.
Each programme can stand alone. An introductory webinar, a focused workshop, a multi-week cohort or an ongoing lab.
Discuss an AI pilot ↗01AI foundations for traders
Give clear instructions, verify sources and recognise unreliable answers. Exercises focus on research and review tasks.
02Build your trading workflow
Create a preparation checklist, structured research process or review template that participants can repeat and improve.
03Build your first tool
Describe a simple problem, define what the tool should do, create a prototype and check it against the specification.
04AI-assisted indicator development
Translate a generic educational concept into explicit rules, then develop and debug an indicator for the agreed platform.
05Test and evaluate an idea
Explore data quality, realistic assumptions, unseen data and overfitting. Code that runs is only the beginning of evaluation.
06Trader AI lab
A guided project with milestones, feedback and a final demonstration for participants ready to develop an idea of their own.
TRADER AI FOUNDATIONS
Technology made
practical.
Exclusive content that helps new traders understand and adopt useful technological advances—reducing unnecessary complexity and clarifying real-world opportunities to engage with financial markets.
FIRST SESSION · IN DEVELOPMENTAI for Traders:
AI for Traders:
A Plain-English Introduction.
What AI is, where it can help, where it cannot and a sensible place to start. Built for traders who want a clearer view without the hype.
Recorded sessions, practical briefings and live Q&A will appear here.04 / CONTENT INTELLIGENCE
What clients are
ready to learn.
A living view of the questions, tools and skills shaping the next generation of trader education.
These are editorial priorities: informed by market conversations, client questions and public interest signals. They are designed to help brokers decide what to build next—not to make claims about client outcomes.
UPDATED WEEKLY · CURATED BY ADAMCURRENT CLIENT CONTENT WATCH
OCT 2026- 01AI that is useful, safe and practicalRISING
Plain-English foundations, better research workflows and sensible tool use.
- 02A confident first month of tradingCORE
Platform familiarity, preparation, risk and a repeatable routine.
- 03Building a personal trading workflowRISING
From a blank page to a plan, journal and practical review process.
- 04Career paths, prop firms and trading capitalWATCH
Realistic expectations, rules and the questions traders should ask.
The public version will be updated as the content programme develops. A broker version can be scoped around your own client data, products and priorities.
SAMPLE CURRICULUM LIBRARY
Programmes that can carry your brand.
Each outline is an example of a broker-ready programme, adaptable as a webinar, workshop series, recorded course or client campaign.
New Trader Orientation
A five-part route from account opening to a prepared, informed first trade.
View a tailored outline ↗AI for Traders
What AI is, how to use it well and how to avoid the common traps.
View a tailored outline ↗Your First Trading Workflow
Planning, execution and review tools that make a trading process visible.
View a tailored outline ↗Trading Capital & Career Paths
A grounded discussion of self-directed trading, funded routes and fit.
View a tailored outline ↗05 / EXPERIENCE IN PRACTICE
Published. Presented.
Put to work.
Explore published analysis, recorded education and practical tool-building to see the standard and formats behind the offer.
INDEPENDENT MARKET COMMENTARY
Global Markets Outlook
A recurring multi-asset format bringing the week's market themes into one structured briefing.
Market context · Preparation · Clear communicationPUBLISHED ANALYSIS
Writing for a market audience.
Read published commentary on Adam's Investing.com contributor profile.
Read published analysis ↗TRADER EDUCATION & PRESENTING
Watch a complete masterclass.
A recorded Moving Average Masterclass demonstrates Adam's teaching approach. Broker webinars, market broadcasts and London Investor Show appearances inform his live delivery.
Watch the masterclassPLATFORM COVERAGE
Meet clients where they trade.
NinjaTraderTradeStationeSignalTradingViewMT4 & MT5CQGProRealTime
Platform and tool requirements are agreed for each programme.
PRACTICAL TOOL DEVELOPMENT
See an AI-assisted build.
A recorded MT5 tool-building session shows how a trading requirement can become a practical resource.
Watch the tool-building sessionThese public examples show the delivery. Commercial impact is assessed through an agreed pilot using your client-cohort data.
RECENT VIDEO WORK
Current work.
Clear editorial formats.
A selection from Adam's current channel: global markets, FX, trader development and practical AI tool-building.
GLOBAL MARKETS OUTLOOK
Current market context, delivered on a consistent schedule.
Watch on YouTube ↗
FX OUTLOOK
Focused currency-market analysis.
Watch ↗
TRADER DEVELOPMENT
Moving Average Masterclass.
Watch ↗
MARKET FOCUS
Subject-led analysis for a market audience.
Watch ↗
AI & TOOL BUILDING
Building a practical MT5 risk-management tool.
Watch ↗
AT THE DESK
A trader's routine, process and AI-built journal.
Watch ↗06 / EXPERIENCE IN THE ROOM
Useful education
has to hold attention.
From live market sessions to trader-development workshops, Adam turns current market context into a reason for clients to return.
BUILT FOR YOUR AUDIENCE
Fresh work, with a consistent standard.
Every broker has a different audience, platform and commercial moment. Adam develops each programme around that context, so clients receive work that feels current, relevant and made for them.
The editorial standard remains consistent; the angle, structure and delivery are tailored. Where you need exclusivity, that can be agreed as part of the brief.
LIVE
Webinars, workshops and market sessions.
FLEXIBLE
Remote delivery or in-person event formats.
07 / WAYS TO WORK TOGETHER
Start with the brief.
Choose the right commitment.
FOCUSED
A pilot or project.
One audience. One defined need. A coordinated programme with a baseline, clear deliverables and a review date.
- Workshops and masterclasses
- AI programme pilots
- Tool development briefs
ONGOING LEADERSHIP
Fractional Chief
Market Analyst.
A senior market voice working with your team. Editorial direction, recurring delivery and programmes shaped around your clients.
- Agreed priorities and content calendar
- Market analysis, education and events
- Regular planning and programme review
RECURRING
A programme
with a rhythm.
Give clients a familiar reason to return with an agreed series and a consistent schedule.
- Weekly market briefings
- Live learning and review clinics
- Multi-week courses and labs
AN ILLUSTRATIVE SIX-WEEK PILOT
One cohort.
A programme you can evaluate.
For newly funded clients: combine platform orientation, weekly market context and practical education around an agreed activation goal. Timing and scope are tailored to your team.
WEEK 1 / DEFINE
Agree the audience and baseline.
Select the client cohort, activation milestone and measures. Confirm distribution, review requirements and a comparison group where practical.
WEEKS 2–5 / DELIVER
Run a connected programme.
Deliver an orientation session, weekly market briefings, practical resources and a follow-up Q&A, distributed through your existing channels.
WEEK 6 / REVIEW
Assess the response.
Review participation, milestone completion and repeat platform use against the baseline. Agree what to adjust, extend or stop.
Longer-term retention and lifetime value need a later cohort review. The first pilot establishes audience fit and early engagement.
08 / ABOUT ADAM
A trader's perspective.
An educator's instinct.
Trading is a learnable skill. The most useful thing I can bring to a platform is a connection between what happens in the markets and what clients need to understand.
My work spans market analysis, broker education, live presenting and building tools for my own trading workflow. I trade my own capital and bring that practical perspective to the programmes I develop.
I work with your team to turn a brief into an agreed programme—under your brand or as a named analyst—with content prepared for your review process.
UK-based · International deliveryRemote programmes · In-person eventsNamed or white-label engagements
Before we talk.
What does fractional mean?
An agreed level of senior involvement without a full-time appointment. Scope can combine editorial planning, delivery and support for your team.
Can we start with one workshop?
Yes. A focused workshop or pilot is a practical way to establish audience fit before committing to a longer programme.
Who owns the content and tools?
Usage rights are agreed before work starts. Commissioned content, reusable teaching materials and underlying tool intellectual property are addressed separately.
Will our content feel like someone else's?
No. Each programme is developed for the broker, audience and market moment it serves. A consistent quality standard does not mean recycled delivery; exclusivity can be agreed where it matters.
Do clients need coding experience?
The AI foundations and workflow programmes are designed for non-coders. Building programmes introduce the concepts participants need, with the starting level and supported platform agreed in advance.
How does the review process work?
We agree editorial requirements, review stages and sign-off responsibilities before production. Schedules include the time your team needs to review the work.
LET'S BUILD SOMETHING USEFUL
What would you like
your clients to do
with greater confidence?
Tell me about your audience and the part of the client journey you want to improve. We can start there.
hello@adamharristrader.com ↗