Consulting

Benefit from Slim’s 4 decades of experience trading stocks, futures, and options and his background as a hedge fund manager and general partner. He also brings 22 years as a personal growth facilitator to his approach to help companies in the financial industry increase their overall returns.

Raise the performance of your fund manager.

Raise the performance of your fund!

Slim helps fund managers and financial professionals to:

  • Overcome psychological barriers to successful trading
  • Break the cycle of holding on to losing positions too long
  • Improve your batting average (win/loss percentage)
  • Build confidence in your decision making and instincts
  • Create accountability to stay on track
  • Develop habits and structure to sustain progress
  • Review and tweak your trading plan
  • Improve relationships and performance within your company by improving skills in boundary setting, communication and conflict resolution
  • Better design and define the fund’s model
  • Develop language to discuss your model and risk with prospects
  • Start-ups: Review 40 questions to expect from prospects
  • Develop your 30-60 second “elevator speech” explaining what you do and why a prospect should be interested
  • Learn and internalize the “askSlim 5 Essential Building Blocks to Successful Trading”

Overview.

This is a program that is designed to meet the specific needs of each company and its managers and partners. It is an alliance between you and Steve Miller to discover and move beyond the obstacles that may be affecting the success of the managers and the fund. Slim takes a deep look at the issues and focuses on the managers’ trading and life history, as well as other aspects of the fund that may be bringing challenges. The goal is to facilitate changes that may lead to a higher level of performance for the fund and returns for investors. You get a dedicated consultant, trading coach and ally.

Program Details

The length of the engagement is determined through discussions between you and Slim, based on the specific needs of the managers’ and company. Each engagement will begin with a 2-4 hour meeting in which the managers and/or partners will be interviewed as a team and individually to discuss the issues and needs of the company. Consulting is done primarily by Skype, maybe over the phone, and through email. It is beneficial, though not absolutely necessary, that the first session be held in person. For companies out of the Chicago area, Slim has specific days available for travel.

Format.

  • First meeting:  One 2-4 hour discovery session
  • Ongoing:         1-2 hour sessions per specific needs

Fees.

  • Phone, Skype or Local: $650/hr
  • 10 hour block $5850 (10% discount)
  • Fee for travel
  • Day rate $7500 plus travel and other expenses (Requires 50% deposit and 50% at completion)

Questions: Contact Slim[at]askslim.com

Get started! Here are the steps to take to launch this program.

  1. Contact Slim with your interest using the contact form to set up a 30-minute preliminary phone call to discuss your needs and to see if this is a good fit.
  2. Download the askSlim consulting agreement, review, sign and email it to slim[at]askSlim.com.
  3. Slim will contact you to schedule the engagement, discuss payment and kick things off.

The askSlim 5 Essential Building Blocks to Successful Trading

  1. Define a healthy role for trading in your life
    • Are you unhappy in your job, need to pay off bills or build funds for a college education for your kids? Have you made promises to your spouse or significant other about your commitment to trading? Is there something else in your life that you want trading to answer? Learn how to keep focus on a healthy role for trading in your life.
  2. Build emotional fitness
    • When trades go wrong, do you stay too long? Do you struggle to maximize good trades? How do you feel when you miss trades? Are your losers bigger than your winners or do they come more often? Become aware of how emotionally based trading drives us to make poor decisions and can bring mounting losses and frustration.
  3. Determine choices of markets, trading style and methodology that best fit your personality and financial situation
    • What trading style do you use to trade? What markets do you trade in? What are your trade objectives and accompanying tool sets? Does it fit with who you are? Do you have the right amount of capital committed to the market and your living expenses to increase the odds of success? Learn how a mismatch in these aspects of trading can sabotage your trading success. Find the right balance!
  4. Integrate 6 essential rules of discipline
    • Discipline is the most used and misused word in trading. Does discipline just mean not letting your losses run? There is much more to it. Live my six rules!
  5. Build a winning formula
    • So what do you expect to earn out of trading. Will trading allow you to meet your financial needs? Are your goals reasonable? Is your style and trading size congruent with those goals? Your expectations may be out of sync with the reality of your level of experience, style and financial condition. Build the winning formula!