Prepare For Success: How To Maximize Your Impact In Morning Calls

Hi, Traders!

If you have ever participated in morning calls at an investment fund, you know how crucial they are for aligning strategies and sharing trade proposals for the day. However, preparation and conduct in these calls can make all the difference between a successful day and one filled with uncertainties. Let’s explore how to prepare, add value, and disagree with class and respect during these calls.

Being well-prepared for morning calls not only boosts your confidence but also enhances the quality of your contributions. Taking time the night before or in the early morning to review key market news, economic reports, and technical analyses of the assets you follow is essential. Be clear about what you want to achieve in the call. Which trades will you propose? What are your market expectations? Defining your objectives helps focus on the most relevant information. Creating a clear and concise summary of your proposals, using charts and data to support your ideas, also facilitates your colleagues' understanding.

Adding value in calls goes beyond presenting good ideas. Contributing significantly to the team involves being objective in presenting your proposals, avoiding unnecessary jargon, and focusing on key points that support your ideas. Actively participating, listening carefully to other traders' proposals, and asking pertinent questions shows interest in your colleagues' ideas and strengthens team cohesion. Additionally, sharing valuable information or techniques you have found can help the team grow and become stronger.

Disagreeing is natural and healthy as long as it is done with respect and professionalism. Basing your disagreements on concrete data and objective analyses demonstrates that your opinion is well-founded and not personal. Being polite when disagreeing, starting your criticisms with phrases like "I see it differently..." or "I understand your point, but...", softens the criticism and shows respect. Offering alternatives or solutions instead of just criticizing shows that you are thinking about the group's well-being and not just pointing out flaws. Recognizing that biases and emotions influence your decisions is the first step to change.

Here are some reflections to help you make more conscious decisions:

• Do you feel prepared and confident for morning calls?
• How can you improve the quality of your contributions in calls?
• What strategies can you adopt to disagree more constructively and respectfully?
• Would you like to develop your interpersonal communication skills and routine planning?

If these questions have sparked your interest and you want to enhance your communication and planning aspects, I am here to help. Together, we can work to strengthen your skills and ensure that every morning call is productive and harmonious. Let’s transform your participation in calls and make your contributions a differentiator for the team. Schedule a session with me and take the next step in your professional development.

Best regards and see you soon!