Investment Community Mastery Program
We're launching our first comprehensive cohort in September 2025. This isn't about shortcuts or promises. It's about building actual skills through real scenarios that investment community managers face every day.
Common Struggles We Address Head-On
After working with 47 investment groups across Canada since 2019, we've seen the same roadblocks come up again and again. Here's what actually trips people up and how we tackle each one.
Member Engagement Drops After Month Two
Most communities start strong but lose momentum fast. Members stop participating, questions go unanswered, and the whole thing feels like a ghost town by week eight.
We teach you systematic engagement frameworks that keep conversations flowing. You'll learn content calendars that actually work, question prompting techniques, and how to spot disengagement before it becomes a pattern.
Weeks 3-5 FocusScaling Discussion Quality
When communities grow beyond 50 members, maintaining quality becomes tricky. Signal-to-noise ratio drops, off-topic threads multiply, and valuable insights get buried.
Through structured exercises, you'll practice moderation techniques that preserve discussion quality without being heavy-handed. We cover community guidelines that people actually follow and tools for highlighting valuable contributions.
Weeks 6-8 FocusBuilding Trust in Financial Spaces
Money discussions require careful handling. One misstep can damage credibility permanently, and establishing yourself as trustworthy takes time most people underestimate.
You'll work through case studies showing trust-building approaches that stood the test of time. We examine transparent communication methods, proper disclosure practices, and how to handle sensitive topics appropriately.
Weeks 9-11 Focus
How Past Participants Applied What They Learned
These aren't hypothetical success stories. They're actual projects from our 2024 pilot cohort, showing what happens when you apply structured approaches to real community challenges. Results varied based on starting conditions and effort invested.
Revitalizing a Stagnant Discord Server
Participant Brynn Helgason took over a 200-member investment Discord that had maybe five active users. She implemented the structured engagement system from weeks 3-5, focusing on daily discussion prompts and weekly themed events.
Over eight weeks, she documented what worked and what flopped. Some initiatives fell flat completely. But by testing methodically and adjusting based on actual response patterns, active participation climbed to around 35 regular contributors.
Scaling Without Losing Discussion Value
When participant Callum Reeve's investment group grew from 40 to 150 members in two months, he faced the classic quality degradation problem. Using moderation frameworks from the program, he established clear topic channels and implemented a contributor recognition system.
Not everything clicked right away. His first attempt at community guidelines got ignored completely. After three revisions based on member feedback and program mentorship, he found an approach that actually stuck. The community maintained substantive discussions even as numbers climbed.
Doran Westberg
Lead Community Strategist
Managed investment communities ranging from 50 to 3,000 members since 2013. Specializes in engagement systems that scale without automation feeling robotic.
Signe Lundberg
Moderation Specialist
Developed moderation frameworks used by 23 financial communities across North America. Focuses on handling sensitive discussions without killing organic conversation.
Petra Havelock
Content Strategy Lead
Built content systems for investment groups that maintained engagement past the critical three-month mark. Works with data-driven approaches to member retention.
September 2025 Cohort Opens May 15th
We're capping enrollment at 24 participants to maintain the instructor-to-student ratio. If you're considering this, reach out early. Spots filled completely in our 2024 pilot within four days of opening registration.
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