My journey in the world of finance started from the US stock markets. Since early 2011, I started building a physical stock portfolio while at the same time doing leveraged trading on NASDAQ and S&P. In the following couple of years, my investments kept on growing continuously while I was expanding my knowledge on the topic of investing. At that stage, I knew that this is where my interests lay, and I wanted to develop further in this field.

Around the middle of 2012, I was hired from an Australian trading company. I was given in-depth education on different types of analysis, and I was respectively hired as an analyst. A few months later, towards the end of the year, I was moved to the account managers’ department. At that position, I started communicating with clients of the company. My job was to educate them in trading, help them fix mistakes, supply them with market information and analysis, and also to monitor their trading activity along the way.

I stayed in this company until early 2016. Between 2016 and 2020, I worked for another trading company operating with clients from countries that were part of the European Union. Finally, in the period between 2020 and mid-2023, I worked for a third trading company. This time, the company was operating under international regulations, and I had the chance to work with clients from all around the world.

My experience as an account manager adds up to nearly 11 years. In this period of time, I had the chance to work with nearly 8000 people on a personal level. From all my experience, working with different individuals who had different problems and difficulties related to trading and investing, I was able to pinpoint some common pitfalls that were making it hard for people to succeed on the markets.

Once the problems were located, over time I was able to create an educational system that was addressing and dealing with all those problems that traders were facing. The best thing about this program was that it was able to show beginner traders how to deal with different problems before they even encountered them. That way, the beginners who went through my education before starting to trade were performing much better than the majority. This education program was also extremely good for traders that already had some experience but were still struggling to succeed. With them, we were able to quickly find what was the cause for their failure and rectify it.

My methods of education and support had proven to be extremely effective. The percentage of my clients that were successful in trading with my guidance and support was very high, a few times higher than the global average. The reason for that was simple: the education and assistance along the way were delivered in an extremely simplified and well-structured way so that it became easy to understand and do for everyone, even if a person had never been involved with investments and finances before.

Even though we were observing an extremely high success ratio with our clients inside of the trading companies, there was something worrying. While the percentage of our successful clients was growing through my years operating as an account manager, at the same time, globally around the world, the percentage of people that were losing money was also getting higher.

In that decade, the trading business was getting more and more popular, and the number of people doing it increased exponentially. The issue was that all those people who wanted to get involved in the world of investments simply didn’t have the necessary knowledge. A lot of them had the desire to get educated, but the problem was that the information available online and in the books was not well-structured. There was good information available, yes, but it was fragmented, and it was scattered. This made it extremely difficult for someone with no knowledge and no guidance to educate himself properly. Imagine it like this – you want to assemble a car and you have all the parts, but you have no idea how to do it and you don’t have any instructions. You need to figure out how to put the pieces together on your own. This is how learning trading and investing feels for the majority.

What was making the problem even worse were the influencers and scammers online and on social media. A lot of people were taking advantage of the situation and started promoting fake services such as 100% success rate signals, trading robots that guarantee success, and no-risk investments. All of this, as you can understand, is not legit and doesn’t work, but it brought even more confusion for beginners. Putting all of this together with the fact that there wasn’t a solid source which could teach people how to trade and invest from point A to point Z, you could say that the mess was complete. Don’t get me wrong, there is good and reliable information on the web, but it’s not more than 5% of everything you will find. The rest is either false, misleading, or a scam.

I observed this problem and I wanted to make a change. Even though I was able to help a lot of people to succeed on a personal level, I was limited in the amount of assistance I could provide on my own while working for a trading company. That’s when I decided that I wanted to do something about it.