FOR BROKERS & TRADING PLATFORMS

Give your clients
a reason to
come back.

Market analysis, education and practical tools that help you activate clients and keep them engaged.

I'm Adam Harris. A practising trader, analyst and educator working with brokers to turn expertise into programmes their clients can use.

Fractional Chief Market Analyst · Focused programmes · White-label delivery

Adam Harris
AT THE DESK. IN THE MARKETS.Built on real-world practice.

A market voice.
A practical partner.

Market analysisTrader developmentTools & indicatorsAI programmes

01 / THE CLIENT JOURNEY

Where do your clients
need you most?

Choose a stage to see how analysis, education and tools can support your clients.

ACTIVATION

An open account. A clearer next step.

Help clients move from watching to participating with purpose. Build familiarity with the platform, a practical routine and an understanding of risk.

Build a programme around this ↗

WHAT THAT COULD LOOK LIKE

  • First-steps platform workshops
  • Trading plans and preparation checklists
  • Guided practice and live Q&A
AGREE WHAT SUCCESS LOOKS LIKE

Programme completion, meaningful platform use and time to an agreed activation milestone.

Activation and engagement are the centre of the offer. Every pilot starts with an agreed audience, baseline and review date.

Lasting client activity is built through confidence, capability and a reason to stay. That is how brokers strengthen retention and long-term client value.

02 / WHAT WE CAN BUILD TOGETHER

Four capabilities.
One connected programme.

Commission a focused piece of work or combine these capabilities around your client journey.

01

A credible
market voice.

Analysis that gives clients context, a reason to pay attention and something useful to discuss.

  • Weekly market outlooks
  • Event briefings and written commentary
  • Live webinars and campaign content
MARKET ANALYSIS
02

Education that
gets used.

Practical sessions that connect what clients learn with how they prepare, practise and review.

  • Platform and product workshops
  • Planning, risk and decision-making
  • Review clinics and masterclasses
TRADER DEVELOPMENT
03

Useful tools.
Built for the desk.

Give clients resources that support their process and fit the way they use your platform.

  • Journals and review tools
  • Checklists and platform utilities
  • Indicators to an agreed specification
TOOLS & INDICATORS
04

AI skills.
Real applications.

Help clients use AI thoughtfully—and give those who want to build a route into creating their own tools.

  • AI foundations and workflows
  • First-tool and indicator workshops
  • Testing and guided project labs
EXPLORE AI FOR TRADERS ↗

03 / AI FOR TRADERS

From curious
to capable.

PROGRAMMES IN DEVELOPMENT

Some clients want a useful tool. Others want to build their own. Give both a clear starting point.

Platform-agnostic by design, with working familiarity across Notion, NotebookLM, ChatGPT, Claude, Codex, Claude Code, Visual Studio Code and MQL.

A / USE

Tools ready
for your clients.

Broker-branded journals, checklists and review utilities. A practical starting point for clients who want better workflows without learning to code.

A resource they can put to work.
B / LEARN

Better workflows.
Better questions.

Teach clients to brief AI, organise research, build a review routine and check the output. Start with a task they already understand.

A repeatable personal workflow.
C / BUILD

Their idea.
A working prototype.

Guide clients from a clear requirement through AI-assisted development, debugging and evaluation, using generic educational projects.

A tool they understand and can test.

A PROPOSED LEARNING PATH

Start where
the client is.

Each programme can stand alone. An introductory webinar, a focused workshop, a multi-week cohort or an ongoing lab.

Discuss an AI pilot ↗
01AI foundations for traders

Give clear instructions, verify sources and recognise unreliable answers. Exercises focus on research and review tasks.

02Build your trading workflow

Create a preparation checklist, structured research process or review template that participants can repeat and improve.

03Build your first tool

Describe a simple problem, define what the tool should do, create a prototype and check it against the specification.

04AI-assisted indicator development

Translate a generic educational concept into explicit rules, then develop and debug an indicator for the agreed platform.

05Test and evaluate an idea

Explore data quality, realistic assumptions, unseen data and overfitting. Code that runs is only the beginning of evaluation.

06Trader AI lab

A guided project with milestones, feedback and a final demonstration for participants ready to develop an idea of their own.

04 / EXPERIENCE IN PRACTICE

The work behind
the proposition.

Market commentary, live education and practical development inform the same approach: make the subject clear and useful.

Artwork from Adam Harris's Global Markets Outlook: Capital Rotates Out of America

INDEPENDENT MARKET COMMENTARY

Global Markets Outlook

A recurring multi-asset format bringing the week's market themes into one structured briefing.

Market context · Preparation · Clear communication

PUBLISHED ANALYSIS

Writing for a market audience.

Read published commentary on Adam's Investing.com contributor profile.

Read published analysis ↗

LIVE EDUCATION & PRESENTING

At the desk and on stage.

Experience across broker webinars, market broadcasts and London Investor Show appearances. Each format is planned freshly for your audience, brand and market moment; exclusivity can be scoped separately.

PLATFORM COVERAGE

Meet clients where they trade.

NinjaTraderTradeStationeSignalTradingViewMT4 & MT5CQGProRealTime

Platform and tool requirements are agreed for each programme.

RECENT VIDEO WORK

Current work.
Clear editorial formats.

A selection from Adam's current channel: global markets, FX, trader development and practical AI tool-building.

05 / EXPERIENCE IN THE ROOM

Useful education
has to hold attention.

From live market sessions to trader-development workshops, Adam turns current market context into a reason for clients to return.

Adam Harris taking part in a live panel discussion
LIVE EDUCATION & INDUSTRY EVENTSMarket insight made useful in the room.

BUILT FOR YOUR AUDIENCE

Fresh work, with a consistent standard.

Every broker has a different audience, platform and commercial moment. Adam develops each programme around that context, so clients receive work that feels current, relevant and made for them.

The editorial standard remains consistent; the angle, structure and delivery are tailored. Where you need exclusivity, that can be agreed as part of the brief.

LIVE

Webinars, workshops and market sessions.

FLEXIBLE

Remote delivery or in-person event formats.

06 / WAYS TO WORK TOGETHER

Start with the brief.
Choose the right commitment.

01

Understand the need

Audience, platform, priorities and review requirements.

02

Agree the programme

Deliverables, cadence, responsibilities and usage rights.

03

Deliver and review

Run the work, assess the response and decide what comes next.

07 / ABOUT ADAM

A trader's perspective.
An educator's instinct.

Trading is a learnable skill. The most useful thing I can bring to a platform is a connection between what happens in the markets and what clients need to understand.

My work spans market analysis, broker education, live presenting and building tools for my own trading workflow. I trade my own capital and bring that practical perspective to the programmes I develop.

I work with your team to turn a brief into an agreed programme—under your brand or as a named analyst—with content prepared for your review process.

UK-based · International deliveryRemote programmes · In-person eventsNamed or white-label engagements

Before we talk.

What does fractional mean?

An agreed level of senior involvement without a full-time appointment. Scope can combine editorial planning, delivery and support for your team.

Can we start with one workshop?

Yes. A focused workshop or pilot is a practical way to establish audience fit before committing to a longer programme.

Who owns the content and tools?

Usage rights are agreed before work starts. Commissioned content, reusable teaching materials and underlying tool intellectual property are addressed separately.

Will our content feel like someone else's?

No. Each programme is developed for the broker, audience and market moment it serves. A consistent quality standard does not mean recycled delivery; exclusivity can be agreed where it matters.

Do clients need coding experience?

The AI foundations and workflow programmes are designed for non-coders. Building programmes introduce the concepts participants need, with the starting level and supported platform agreed in advance.

How does the review process work?

We agree editorial requirements, review stages and sign-off responsibilities before production. Schedules include the time your team needs to review the work.

LET'S BUILD SOMETHING USEFUL

What would you like
your clients to do
with greater confidence?

Tell me about your audience and the part of the client journey you want to improve. We can start there.

Start a conversation.

A few details are enough to open the discussion.

This opens a message to Adam with the details above. Nothing is sent until you choose to send it.