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For IB managers
IB managers often decide what their partners promote. We build compliant, ready-to-use marketing and education material that your IBs are glad to share, and that keeps their clients close to your brand.
The challenge
When IBs are busy, or leave, the clients they introduced can drift. The stronger the relationship between those clients and your brand, the better your retention. Good material makes that happen.
A clear, current set of material your IBs can use straight away, without having to design or write anything themselves.
Every IB speaks about your brokerage in the same approved words, which helps your brand and your compliance team.
Your Education Suite gives referred clients a reason to learn with you and stay with you.
What we build
How it works
We learn your brand, markets, IB programme and rules.
We create the kit, starting with what your IBs need most.
Your compliance team reviews everything before it is released.
You give the kit to your IBs, and we update it over time.
FAQ
No. We create the marketing and education material for your IBs to use. Your team keeps the relationship with them.
Your compliance team, always. Nothing is released without your sign-off.
No. We provide educational and brand material only, with no signals and no promises about results.
The suite is the core of the kit: a branded course and indicators that your IBs can point referred clients to.
Book a meeting, send us a message, or email us. Whichever suits you.
Get in touch
Book a call, send us a message, or just email. We reply as soon as we can, and existing clients always come first.
