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You want to learn technical analysis from an expert. How do you ask them to be your mentor?

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Technical analysis is the art and science of using price patterns, indicators, and trends to forecast the future movements of financial markets. It can help you make better trading and investing decisions, but it requires a lot of practice, patience, and discipline. If you want to learn technical analysis from an expert, how do you ask them to be your mentor? Here are some tips to help you find and approach a potential mentor who can guide you in your journey.

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Akshat Negi

TAS | IIM Ahmedabad PGP'26 | SRCC'23 | Recur Club | Finance, Strategy & Public Policy
Leonardo Strambi, CFA

Fundador da Austria Capital | Gestor de Recursos CVM - CGA/CGE | Private Wealth Management
Frankie Feraco

Valuation Analyst @ Miller, Cooper & Co., Ltd. |

1 Identify your goals

Before you reach out to anyone, you need to have a clear idea of what you want to achieve with technical analysis. Do you want to trade stocks, forex, crypto, or something else? Do you want to focus on a specific style, such as swing trading, scalping, or trend following? Do you want to learn a particular method, such as candlestick analysis, chart patterns, or indicators? Having specific and realistic goals will help you narrow down your search for a mentor and show them that you are serious and motivated.

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Akshat Negi

TAS | IIM Ahmedabad PGP'26 | SRCC'23 | Recur Club | Finance, Strategy & Public Policy
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To seek mentorship in technical analysis, approach potential mentors respectfully and professionally. Begin by expressing admiration for their expertise and accomplishments in the field. Clearly outline your goals and the specific areas of technical analysis you wish to improve upon. Emphasize your commitment to learning and growing in the field. Request a meeting or discussion to explore the possibility of mentorship further. Be open to their schedule and preferences, and convey your willingness to reciprocate value through assistance or contributions where possible. Lastly, express gratitude for their time and consideration, highlighting your eagerness to benefit from their guidance and wisdom.

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Leonardo Strambi, CFA

Fundador da Austria Capital | Gestor de Recursos CVM - CGA/CGE | Private Wealth Management
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Begin by expressing genuine admiration for their expertise and achievements in the field. Clearly outline your intentions and goals, emphasizing your eagerness to learn and grow under their guidance. Propose a structured mentorship arrangement, outlining specific areas of focus and desired outcomes. Highlight your commitment to the learning process and willingness to put in the necessary effort. Maintaining open communication and demonstrating genuine enthusiasm for learning are key to securing mentorship opportunities.

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Sourabh Gour

Follow me to learn how you can leverage AI to be more productive | Research @Neurolov.ai | Financial Markets, Digital Marketing | Engineering and Technology | Psychology | Sustainability | Business and Startups
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When approaching an expert to ask them to be your mentor in technical analysis, it's best to be direct and respectful. You could say something like, "Hello, I have been following your work and am impressed by your expertise in technical analysis. I am eager to expand my knowledge in this field and would greatly appreciate the opportunity to learn from you as a mentor. Your guidance would be invaluable to me as I continue to develop my skills in technical analysis. Would you be open to mentoring me in this area?" This approach highlights your admiration for their expertise and demonstrates your commitment to learning from them.

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2 Research your prospects

Once you have your goals in mind, you can start looking for experts who match your criteria. You can use various sources, such as books, blogs, podcasts, YouTube channels, online courses, or social media platforms, to find technical analysts who share their knowledge and insights. Look for someone who has a proven track record, a consistent approach, and a good reputation in the community. Avoid anyone who promises unrealistic returns, sells dubious products, or uses too much jargon or hype.

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3 Engage with their content

Before you ask someone to be your mentor, you need to show them that you are interested in their work and that you value their opinion. One way to do that is to engage with their content regularly and respectfully. For example, you can read their books or articles, watch their videos or webinars, subscribe to their newsletters or podcasts, or follow them on social media. You can also comment on their posts, ask relevant questions, share feedback, or thank them for their tips. This will help you build rapport and trust with them and demonstrate your enthusiasm and curiosity.

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Frankie Feraco

Valuation Analyst @ Miller, Cooper & Co., Ltd. |
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Personally, I develop some sort of connection with whoever you think you’d like to have as your mentor. Engage with their community and provide assistance where you can. More often than not they’ll be able to see what you are trying to build and attempt to help!

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4 Make a respectful request

After you have established some contact and familiarity with your potential mentor, you can make a respectful and polite request for their guidance. You can do this via email, direct message, or phone call, depending on the channel they prefer. You should introduce yourself briefly, explain your goals and background, and express your admiration for their work. You should also explain why you want them to be your mentor, what you hope to learn from them, and how much time and commitment you are willing to invest. You should also acknowledge that they are busy and that you appreciate their consideration.

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5 Offer something in return

A mentor-mentee relationship is not a one-way street. You should not expect your mentor to give you everything for free or to do all the work for you. You should also offer something in return, such as gratitude, respect, feedback, referrals, or assistance. For example, you can write a testimonial or a review for their book or course, share their content with your network, help them with some tasks or projects, or send them a gift or a donation. You should also show your progress and results, apply their advice, and respect their boundaries and expectations.

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6 Keep the relationship alive

Once you have found a mentor who agrees to help you, you should keep the relationship alive and healthy. You should communicate regularly, but not too frequently, and update them on your achievements and challenges. You should also seek their feedback, ask for clarification, and be open to constructive criticism. You should also respect their time and schedule, and avoid asking for too much or too little. You should also celebrate your successes, thank them for their support, and reciprocate their generosity. A good mentor-mentee relationship can last for years and benefit both parties immensely.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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You want to learn technical analysis from an expert. How do you ask them to be your mentor?

1

2

3

4

5

6

7

1 Identify your goals

2 Research your prospects

3 Engage with their content

4 Make a respectful request

5 Offer something in return

6 Keep the relationship alive

7 Here’s what else to consider

Technical Analysis

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You want to learn technical analysis from an expert. How do you ask them to be your mentor?

1

2

3

4

5

6

7

1 Identify your goals

2 Research your prospects

3 Engage with their content

4 Make a respectful request

5 Offer something in return

6 Keep the relationship alive

7 Here’s what else to consider

Technical Analysis

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