A client told me my trade reports were too robotic and it fixed my review game

I was sending out these dry, fact-only summaries after every trade. Last month a guy wrote back and said he felt like he was reading a spreadsheet, not a broker update. So I started adding a quick sentence on why I made each move, like market conditions or a pattern I spotted. Now I get way more questions and repeat clients.

2 comments

2 Comments

luna_sanchez5d ago

Oh man I used to be ALL about the raw data in my updates. Thought clients just wanted the cold hard numbers. But honestly this post kinda changed my mind. I tried adding a line like "saw resistance at this level so I bailed early" or "volume looked off so I sat it out" and suddenly people started writing back with follow ups. Now I even throw in a quick "I was wrong about this one because I missed X" and clients actually say they trust me MORE for it. Makes them feel like they're in the loop instead of just getting robot worksheets from me.

samf955d ago

Right? I used to write updates like a spreadsheet had a baby with a dictionary. I remember sending one where I literally just listed "bought at X, sold at Y" and then wondered why my client ghosted me for a week. Now I'm over here going "yeah so I bought this one because I thought it was a good idea but then I realized I actually just wanted to buy something so I sold it at a loss real quick like an idiot." Clients eat it up. They're probably just happy I'm not a robot anymore.