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7 strategies and tactics for Smart Money

What is Smart Money strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Smart Money strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Smart Money strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Smart Money strategy examples

You will find in the next section many different Smart Money tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for implementing Smart Money Concepts in Trading

  • ⛳️ Strategy 1: Utilise Market Structures and Order Blocks

    • Analyse internal market structure to identify potential reversal points
    • Monitor Bullish and Bearish Order Blocks to anticipate market turns
    • Focus on mitigation methods like High/Low for precise trade entries
    • Set alerts for BOS and CHoCH to capture market structure shifts
    • Incorporate historical analysis of swing structure to enhance predictions
    • Use ATR as a volatility filter to detect significant order blocks
    • Implement confluence filters to prioritize significant structure breakouts
    • Utilise colour-coded candle analysis to assess current trends visually
    • Apply sensitivity thresholds to detect pertinent equal highs and lows
    • Conduct regular audits of past trades to refine order block strategies

  • ⛳️ Strategy 2: Implement Fair Value Gap Strategy

    • Identify Fair Value Gaps using defined thresholds and timeframes
    • Utilise visual indicators like rectangles to mark these gaps on charts
    • Set automated alerts for the formation of bullish and bearish gaps
    • Apply a timeframe change filter to detect gaps with significant price shifts
    • Use real-time analysis of Fair Value Gaps to inform immediate trading decisions
    • Extend gap boxes to visualize long-term market trends
    • Incorporate cumulative mean range as an alternative volatility measure
    • Prioritize gaps in high-interest market periods for higher significance
    • Backtest Fair Value Gap strategies to evaluate past market performance
    • Integrate Fair Value Gaps into a broader strategic framework with additional indicators

  • ⛳️ Strategy 3: Leverage Multi-Timeframe and Zone Analysis

    • Utilise multi-timeframe analysis to find stronger market levels
    • Highlight daily, weekly, and monthly highs and lows on charts
    • Evaluate premium, discount, and equilibrium zones to identify entry and exit points
    • Draw zones with distinct labels and colour coding for quick identification
    • Avoid higher timeframe zones for more precise trading in lower timeframes
    • Identify equilibrium points by calculating average highs and lows
    • Track trailing extremities to maintain updated support and resistance levels
    • Deploy different line styles to differentiate between timeframe zones
    • Perform regular checks for confirmations from higher timeframes
    • Study correlation between trailing swings and price movements for strategic refinements
market-structureorder-blockstradermarket-analysttrading-teamanalysis-team
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Strategies and tactics for implementing Smart Money Concepts in Trading

  • ⛳️ Strategy 1: Learn the fundamentals of smart money concepts

    • Research and study smart money concepts through online courses and educational platforms
    • Read books and literature focused on smart money methodology
    • Follow expert traders and analysts who specialise in smart money concepts on social media
    • Watch video tutorials and webinars on smart money strategies
    • Join online forums and communities dedicated to smart money trading
    • Practice identifying smart money patterns using historical charts
    • Attend workshops and seminars on smart money trading
    • Keep a trading journal to track learning and application of concepts
    • Emulate mentors who have mastered the smart money approach
    • Regularly review and update knowledge as new insights emerge

  • ⛳️ Strategy 2: Develop a trading plan based on smart money principles

    • Identify key smart money concepts to integrate into your trading plan
    • Set clear, measurable objectives aligned with smart money strategies
    • Determine preferred trading instruments and markets
    • Develop entry and exit criteria based on smart money patterns
    • Incorporate risk management strategies to protect capital
    • Define position sizing rules to complement smart money techniques
    • Establish a routine for daily market analysis focusing on smart money
    • Include criteria for trade evaluation and adjustment
    • Schedule regular reviews of the trading plan for continuous improvement
    • Adapt the trading plan to reflect market changes and new insights

  • ⛳️ Strategy 3: Utilise technology and tools to leverage smart money concepts

    • Choose a reputable trading platform that supports the analysis of smart money indicators
    • Implement charting tools to visualise key smart money patterns
    • Use automated alerts to notify of potential smart money trading signals
    • Incorporate statistical software for back-testing smart money strategies
    • Utilise algorithmic trading to enhance smart money decision-making
    • Analyse market depth and order flow for smart money insights
    • Leverage financial news aggregators to stay informed on market sentiment
    • Subscribe to smart money signal services for expert guidance
    • Ensure data feeds are up-to-date and accurate for reliable analysis
    • Continuously monitor technology for performance and make adjustments as needed
smart-moneytrading-strategiestraderanalystinvestment-teamtrading-team
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Strategies and tactics for offering accurate Forex trading signals

  • ⛳️ Strategy 1: Utilise support and resistance levels

    • Identify key support and resistance levels on the currency pair charts
    • Use historical data to confirm the significance of these levels
    • Schedule regular reviews to update the levels as market conditions change
    • Set alerts for when price approaches these levels
    • Utilise support as a buy signal when the price bounces off it
    • Utilise resistance as a sell signal when the price reverses from it
    • Combine with volume analysis to confirm strength of bounce
    • Employ stop-loss orders slightly beyond these levels
    • Backtest this approach using historical data for effectiveness
    • Adjust strategy based on the backtest results

  • ⛳️ Strategy 2: Incorporate smart money concept

    • Study market patterns indicating accumulation or distribution by institutional players
    • Use volume analysis to identify potential smart money activity
    • Monitor for false breakouts as potential smart money traps
    • Set a watchlist for major currency pairs most influenced by institutional traders
    • Look for major price moves following muted periods as smart money involvement
    • Integrate smart money analysis with support and resistance levels
    • Use smart money signals to confirm buy or sell decisions
    • Educate on institutional strategies and their common patterns
    • Develop an alert system for when smart money activity is detected
    • Constantly refine understanding with ongoing market education

  • ⛳️ Strategy 3: Analyse fair value gaps

    • Identify gaps between market closing and opening prices that indicate fair value gaps
    • Use high volatility periods to spot significant fair value gaps
    • Mark historical fair value gaps for future reference
    • Watch for prices returning to fill these gaps as potential entry points
    • Integrate fair value gaps with support and resistance for signal confirmation
    • Backtest fair value gap trading to ensure reliability of signals
    • Implement entry and exit strategies around fair value gaps
    • Utilise software tools for accurate identification of gaps
    • Stay updated on economic news that might affect fair value gap formation
    • Use fair value gaps in combination with smart money concepts for strengthened signals
forex-tradinganalysistradermarket-analysttrading-teamresearch-team
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Strategies and tactics for enhancing Efficient Business Operations for Tasting Matters

  • ⛳️ Strategy 1: Streamline order and payment processes

    • Set up automated WhatsApp responses for order confirmations
    • Create a Google Forms link for order placements to feed directly into a centralised sheet
    • Train staff on capturing transactions and collections in real-time through an easy mobile form
    • Use Yoco's API to automatically record card transactions in a Google Sheet
    • Develop an automated reminder system for order collections
    • Implement a simple loyalty programme to encourage repeat orders
    • Set up a bi-weekly check-in via WhatsApp reminders to encourage repeat orders
    • Integrate Google Sheets with Whatsapp Business for concise customer tracking reports
    • Introduce a simple budgeting sheet for tracking expenses related to orders
    • Create an efficient alert system for low-stock products

  • ⛳️ Strategy 2: Enhance market presence and optimize sales strategy

    • Schedule recurring monthly market appearances to ensure income stability
    • Introduce a customer feedback system using Google Forms to gather market insights
    • Analyse customer data to identify best-selling pies and adjust production priorities
    • Prepare a marketing calendar focusing on high-impact sales periods like December
    • Train staff to handle market setups and sales autonomously to free up Christine's time
    • Design a digital marketing flyer with unique selling points to distribute before markets
    • Utilise digital QR codes on flyers for easy access to WhatsApp catalogues
    • Create a market-specific promotional offer to attract new customers
    • Utilise platforms like Canva to create engaging social media posts pre-market days
    • Set up a partnership with local coffee shops to boost brand visibility

  • ⛳️ Strategy 3: Implement efficient business and financial management systems

    • Develop a Google Drive system for organised document storage and sharing
    • Set up a Financial Snapshot template to simplify monthly financial tracking
    • Automate monthly financial reports via Google Sheets for quick business insights
    • Create a clear business plan outline to guide future expansion efforts
    • Incorporate regular strategic reviews focusing on business goals and market dynamics
    • Establish a clear governance structure with defined roles for all team members
    • Schedule bi-monthly progress check-ins to adjust priorities and assess output
    • Create attractive, engaging branding elements for consistent usage in all materials
    • Conduct a bi-annual strategy workshop to refine vision and adjust goals
    • Activate an emergency cash buffer for business stability in unforeseen circumstances
order-automationmarket-optimizationmarketing-manageroperations-managersales-teamfinancial-analysis-team
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Strategies and tactics for enhancing Denam Properties' Market Position in 2025

  • ⛳️ Strategy 1: Accelerate brand awareness

    • Deploy billboards at strategic locations in Abuja such as Maitama, Wuse, and Gwarinpa
    • Initiate geo-targeted ad campaigns on platforms like Facebook, LinkedIn, Instagram, and TikTok
    • Publish feature articles and advertisements in top local newspapers, business magazines, and inflight magazines
    • Organise high-profile networking events in partnership with popular venues
    • Initiate a monthly digital newsletter with property updates and real estate insights
    • Partner with lifestyle influencers for brand mentions and reviews
    • Collaborate on articles with recognised business and lifestyle publications
    • Produce professional video promos for social media and YouTube
    • Sponsor high-end events attended by target customers
    • Conduct surveys to gather consumer insights for more targeted messaging

  • ⛳️ Strategy 2: Enhance credibility and trust

    • Develop whitepapers on market trends and distribute through LinkedIn and the company website
    • Create video tours of completed projects with client testimonials for YouTube and social media channels
    • Ensure all communications adhere to ARCON and NESREA standards
    • Engage in thought leadership by hosting webinars or live Q&A sessions
    • Secure certifications and recognitions from relevant industry bodies
    • Develop a customer loyalty program offering exclusive benefits
    • Highlight the track record of timely delivery and quality craftsmanship in all marketing materials
    • Collaborate with well-known architects and builders as brand advocates
    • Create a press kit to distribute to media and potential partners
    • Facilitate direct dialogues with potential clients through VIP days and exclusive site visits

  • ⛳️ Strategy 3: Maximise lead generation and engagement

    • Launch interactive email campaigns with property showcases and call-to-action elements
    • Host exclusive property expos in collaboration with known influencers
    • Distribute branded merchandise at events and expos to increase brand recall
    • Partner with top real estate influencers for content creation and co-hosted virtual tours
    • Utilise CRMs like Mailchimp for segmented and personalised marketing campaigns
    • Incorporate virtual reality tours in marketing materials to engage remote clients
    • Offer personalised investment insights to prospects showing a keen interest
    • Develop cross-promotional campaigns with luxury brands
    • Collect and analyse data to constantly refine engagement tactics
    • Implement retargeting ads for website visitors showing interest in specific properties
real-estatemarketingmarketing-managerbrand-strategistadvertising-teamsales-team
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Strategies and tactics for building an Impactful Theatre Education Organisation

  • ⛳️ Strategy 1: Focus on Key Educational Themes

    • Identify and prioritise educational themes such as mental health, relationships, and financial literacy
    • Develop scripts that resonate with real-life stories and struggles
    • Engage experts in each field to ensure accurate and relatable content
    • Partner with human rights and mental health organisations
    • Create role-playing scenarios to demonstrate practical use of information
    • Adapt content to suit both rural and urban audiences
    • Create training material for teachers and facilitators
    • Leverage storytelling to convey cultural and moral lessons
    • Incorporate feedback from early test performances to refine content
    • Document and share success stories to promote the initiative

  • ⛳️ Strategy 2: Expand Visibility and Outreach

    • Start performances in local schools and community centres
    • Develop a solid online presence across YouTube, TikTok, and Facebook
    • Use WhatsApp groups to maintain engagement and spread messages
    • Create a drama-based book with skits and guidance for replication
    • Record simple videos or audios for wider dissemination
    • Collaborate with community radios for outreach in remote areas
    • Implement a ‘drama series’ format to maintain audience interest
    • Facilitate follow-up discussions post-performance for deeper understanding
    • Establish partnerships with educational and cultural entities
    • Encourage audience interaction through Q&A and feedback sessions

  • ⛳️ Strategy 3: Develop a Network of Collaborators and Ambassadors

    • Train a team of drama ambassadors within each targeted community
    • Identify and reach out to potential collaborators like UNESCO and UNICEF
    • Engage local community leaders for endorsement and venue access
    • Cultivate sponsors for financial and promotional support
    • Utilise peer networks in schools and colleges to expand reach
    • Invite recovered individuals to share real-life stories in performances
    • Establish a mentorship program for continuous skill building
    • Plan collaborative events with tech hubs for AI awareness
    • Incorporate local artists to add authenticity and diversity
    • Set up an advisory board with members from diverse backgrounds
theatre-educationcommunity-empowermentscriptwritercommunity-leaderoutreach-teamcontent-development-team
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Strategies and tactics for expelling Ayanokoji Kiyotaka

  • ⛳️ Strategy 1: Form a Strategic Alliance

    • Identify students who have personal grievances against Ayanokoji and recruit them
    • Gather intelligence on Ayanokoji's weaknesses and habits from classmates
    • Create a coalition with students from other classes to build a unified front
    • Organise regular meetings to strategise collaboratively against Ayanokoji
    • Gain inside knowledge from teachers or staff who might be sympathetic
    • Establish covert communication channels to share real-time information
    • Assign roles within the alliance for gathering intelligence and implementing plans
    • Organise mock challenges to test potential strategies in a controlled setting
    • Develop psychological warfare tactics to pressure Ayanokoji into making errors
    • Consistently monitor Ayanokoji's movements and adapt strategies as needed

  • ⛳️ Strategy 2: Exploit Academic Exams

    • Form a study group to outperform Ayanokoji academically as a united effort
    • Recruit a subject matter expert to devise complex questions Ayanokoji might struggle with
    • Coordinate with teachers for insight on upcoming exams and potential challenges
    • Develop study materials that subtly mislead Ayanokoji into preparing the wrong content
    • Analyse Ayanokoji’s previous exam performances for patterns or weaknesses
    • Infiltrate environments Ayanokoji studies in under a guise of cooperation
    • Share hidden academic resources anonymously to throw Ayanokoji off balance
    • Ensure consistent top performance to surpass Ayanokoji’s scores publicly
    • Prepare and distribute a collaborative cheat-sheet among alliance members to level the field
    • Pressure Ayanokoji into over-exerting himself and risking academic burnout

  • ⛳️ Strategy 3: Social Manipulation and Isolation

    • Initiate gossip channels to subtly undermine Ayanokoji's reputation
    • Disseminate rumours that question Ayanokoji's loyalty to his class
    • Identify key allies of Ayanokoji and work to turn them against him
    • Cultivate social alliances by helping others in need and sowing distrust
    • Use social gatherings to orchestrate situations that put Ayanokoji in a negative light
    • Leverage social media to create a narrative that Ayanokoji is a destabilising force
    • Encourage prominent students to publicly challenge or question Ayanokoji
    • Stage events where Ayanokoji is isolated or left out, fostering detachment
    • Mobilise supportive teachers to passively constrict Ayanokoji's influence
    • Plan for the dissemination of false information that appears to come from Ayanokoji
strategic-allianceacademic-competitionintelligence-gatherersocial-manipulatorstrategic-coalitionstudy-group
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How to track your Smart Money strategies and tactics

Having a plan is one thing, sticking to it is another.

Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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