Client Acquisition Resources
Proven methods to attract and convert trading clients.
Quick Start
Define your ideal client profile in specific terms
Choose 1–2 acquisition channels to start with
Create your first lead capture page or landing page
Build a simple follow-up sequence for new leads
Track conversion rates and optimise your approach
Premium Guides
The Ultimate Client Acquisition Playbook
A Complete Framework for Finding and Converting Trading Clients
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.
Frequently Asked Questions
Access All Client Acquisition Resources
Become an approved Equity IB partner to download all templates, access every premium guide and receive dedicated marketing support.