The Equity IB Marketing Hub
A comprehensive educational resource centre built exclusively for Introducing Brokers. Guides, templates, toolkits, checklists and calculators — all free for approved IB partners.
Premium Guides
In-depth, downloadable guides built exclusively for Introducing Brokers.
The Complete Introducing Broker Blueprint
How to Build a Professional IB Business From Scratch
The Ultimate Client Acquisition Playbook
A Complete Framework for Finding and Converting Trading Clients
The Social Media Growth Guide for IBs
Platform-by-Platform Strategies to Build Your Audience
All Resources
Browse all IB marketing resources, guides and templates.
Becoming an Introducing Broker
A step-by-step walkthrough of what it means to be an IB, how the rebate model works, and what to expect in your first 90 days.
Choosing Your IB Niche
How to identify a specific niche audience that aligns with your strengths, network and marketing skills.
Building Your Brand as an IB
A practical introduction to personal branding — covering your online presence, messaging and first impressions.
Setting Business Goals
A framework for setting realistic, measurable goals based on your current position and resources.
Creating Your First Client Acquisition Plan
A structured template and guidance for writing your first IB client acquisition plan — even if starting from scratch.
Organic Client Acquisition
Free and low-cost strategies to attract potential trading clients without relying on paid advertising.
Paid Advertising Fundamentals
An introduction to running paid ad campaigns for IB client acquisition — including Meta, Google and compliance basics.
Building Referral Networks
Create a structured referral programme that turns existing clients into consistent referral sources.
Local Networking Strategies
Build your IB client base through in-person networking, events and local community relationships.
Partnership Opportunities for IBs
Identify and approach complementary businesses for mutually beneficial IB partnerships.
Community Growth Strategies
Build an online community of engaged traders that generates consistent client referrals through genuine value.
Instagram Strategy for IBs
Build a professional Instagram presence — covering content formats, posting cadence and audience growth.
Facebook Strategy for IBs
Leverage Facebook groups and organic reach to grow an engaged audience of potential trading clients.
LinkedIn Strategy for IBs
Position yourself as a credible professional on LinkedIn and attract higher-value clients through thought leadership.
TikTok Strategy for IBs
Create educational short-form trading content that builds an engaged following and positions you as an accessible expert.
X (Twitter) Strategy for IBs
Use X to build real-time authority in trading communities, join relevant conversations and grow a following.
YouTube Strategy for IBs
Build a YouTube channel that attracts organic trading traffic and positions you as a trusted educator.
Reddit Community Engagement
Participate authentically in Reddit trading communities to build credibility — without spamming or violating rules.
Telegram Community Building
Create and manage a Telegram community that provides consistent value and naturally generates IB referrals.
Discord Community Management
Build and manage a Discord server for traders — channel structure, moderation, events and engagement.
Writing Educational Trading Articles
Write educational trading content that attracts search traffic, builds authority and generates IB leads.
Creating Weekly Market Updates
A template approach to producing weekly market updates that keep your audience engaged and informed.
Building a Newsletter
Launch and grow an IB newsletter that builds loyal readership, establishes authority and generates leads.
Developing a Content Calendar
A structured 90-day content calendar template — covering social, email, video and blog content.
SEO for IB Websites
A practical introduction to SEO — covering keyword research, on-page optimisation and organic traffic.
Video Content Planning
Plan, script and produce video content that educates your audience and builds the trust needed for conversion.
50 Short-Form Video Ideas for IBs
Fifty short-form video ideas for trading educators and IBs — with hooks, formats and educational angles.
Building Authority Through Educational Content
Position yourself as a genuine trading authority through a consistent educational content strategy.
Meta Ads Basics for IBs
An introduction to running Facebook and Instagram ad campaigns — covering setup, targeting and compliance.
Google Ads Basics for IBs
Run Google Search campaigns capturing traders actively searching for IB services.
YouTube Ads Overview
Advertising on YouTube for IBs — in-stream ads, skippable formats, targeting options and creative guidelines.
Landing Page Optimisation
Convert paid ad traffic into registered clients with copywriting, layout and trust-building strategies.
Lead Magnets for IBs
Create high-value lead magnets that attract potential trading clients and grow your email list.
Email Capture Strategies
Proven methods for building an email list of potential trading clients using opt-in pages and organic capture.
Conversion Rate Optimisation
Improve the percentage of visitors who take your desired action — with testing frameworks and copy improvements.
Scaling From 10 to 100 Active Clients
The systems, channels and strategies to take an early-stage IB from 10 to 100 active clients.
Scaling From 100 to 500 Clients
Advanced growth frameworks for established IBs ready to scale to 500+ active clients.
Hiring Your First Team Member
Know when and how to make your first hire — covering role definition, recruitment and onboarding.
Building Standard Operating Procedures
Document your core IB business processes so they run consistently regardless of who executes them.
Automating Your IB Business
Identify and automate repetitive tasks — covering email sequences, CRM workflows and content scheduling.
CRM for Introducing Brokers
Choose and use a CRM system to track leads, manage relationships and monitor business performance.
Time Management for IBs
Practical time management frameworks for IBs juggling acquisition, content, support and development.
Delegation for Growing IBs
What to delegate, when to delegate and how to delegate effectively as your IB business grows.
Onboarding New Clients
Design a client onboarding experience that sets expectations, builds trust and reduces early churn.
Client Communication Strategies
Build a communication rhythm that keeps clients engaged without overwhelming them or consuming your time.
Educational Follow-Up Content
Create follow-up content that educates clients, demonstrates value and keeps them active over time.
Building Long-Term Client Relationships
Go beyond transactional referrals and build genuine long-term relationships that create consistent IB volume.
Re-Engagement Campaigns
Win back dormant clients with targeted campaigns — email sequences, community invitations and personalised outreach.
Loyalty Strategies for IBs
Build loyalty programmes and long-term incentive structures that keep your best clients engaged and active.
Responsible Financial Marketing
Essential guidelines for marketing financial services responsibly — what to say, what to avoid and how to protect yourself.
Disclosure Requirements for IBs
Understand the disclosure obligations that apply to your IB marketing — risk warnings and regulatory requirements.
Risk Warnings and Disclaimers
How to correctly include risk warnings in your marketing materials — with template language you can adapt.
Ethical Lead Generation for IBs
Principles for generating IB leads ethically — avoiding misleading claims and acting in clients' interests.
Data Privacy Basics for IBs
Practical introduction to data privacy for IBs — covering lead data collection, storage, use and GDPR basics.
Brand Consistency and Compliance
Maintain consistent, compliant branding across all marketing channels with clear usage guidelines.
Download Centre
All 10 premium guides — free for approved Equity IB partners. Click to preview and download.
The Complete Introducing Broker Blueprint
The Ultimate Client Acquisition Playbook
The Social Media Growth Guide for IBs
Building a High-Converting IB Website
Email Marketing for Introducing Brokers
SEO Guide for Introducing Brokers
The Complete IB Branding Guide
Paid Advertising Guide for IBs
The Client Retention Handbook
Scaling Your IB Business
Toolkits & Templates
Ready-to-use business templates, planners and workflow tools.
Business Plan Template
A 12-page template to map your IB strategy, goals and financial projections.
12-Month Marketing Calendar
Pre-built content themes and campaign planning slots across 12 months.
Weekly Content Planner
Weekly content worksheet covering social, email, video and blog slots.
Client Follow-Up Tracker
Track follow-up sequences, status and next steps for every prospect.
Referral Tracker
Monitor referral sources, conversion rates and value per channel.
Campaign Planner
Plan campaigns with objectives, audiences, budgets and timelines.
Lead Tracker
A simple, powerful lead tracking spreadsheet for your IB pipeline.
Business KPI Dashboard
Pre-built KPI dashboard to monitor volume, rebates, clients and growth.
Quarterly Planning Workbook
Set quarterly goals and identify priorities for your IB business.
Goal Setting Workbook
Structured workbook for setting and reviewing business and personal goals.
Meeting Notes Template
Clean template for client conversations, team meetings and strategy sessions.
90-Day Content Calendar
Social media and blog content calendar with colour-coding and platform slots.
SOP Template
Standard Operating Procedure template for documenting your core IB processes.
Client Onboarding Checklist
Step-by-step checklist for onboarding new referred clients effectively.
Referral Workflow Checklist
Workflow checklist for managing referrals from first contact to active client.
Checklists
Step-by-step checklists for every stage of your IB business.
New IB Checklist
24Everything to set up in your first 30 days as an approved Equity IB partner.
Weekly Marketing Checklist
18A recurring routine covering social media, email, content and outreach.
Monthly Business Review
15Review monthly performance, volume, rebates and set next month's priorities.
Client Retention Checklist
20Regular actions to keep clients active, engaged and referring others.
SEO Checklist
32Technical and on-page SEO actions to optimise your IB website for search.
Social Media Checklist
28Profile setup, posting cadence, engagement and analytics across platforms.
Website Audit Checklist
35Audit your IB website for performance, trust signals, SEO and conversion.
Advertising Audit Checklist
22Review paid campaigns for targeting, creative, compliance and performance.
Business Growth Checklist
19Quarterly health check covering systems, marketing, team and financials.
Compliance Checklist
26Review marketing materials for risk warnings, disclosures and regulations.
Calculators
Interactive tools to estimate rebates, plan campaigns and model your IB business growth.
IB Rebate Calculator
Estimate your daily, monthly and annual rebate earnings based on trading volume and your current tier.
Client Break-Even Calculator
Find the minimum monthly volume your referred clients need to generate a meaningful rebate income for you.
Tier Progression Estimator
Model how many active clients you need to hit your next rebate tier and what it means for your monthly income.
Monthly Income Estimator
Project your total monthly IB income across different volume scenarios — conservative, realistic and optimistic.
Campaign ROI Calculator
Calculate the expected return on your IB marketing spend — from ad budget to estimated lifetime rebate value.
Business Growth Projector
Model your IB business trajectory over 1 to 5 years — with volume growth assumptions and tier upgrades factored in.
Unlock the full Marketing Hub
Become an approved Equity IB partner to download all guides, access every toolkit and checklist, and receive dedicated marketing support.