The world's first role play for IBs

I didn't invent role play. It has been used for decades in sales and in other industries. What didn't exist was a system to train the IBs who work in the partner programmes of forex brokers: an Introducing Broker learned by copying others, with no method and nobody to train them. I saw that gap in the industry and created the world's first role play system for IBs. That's what this article is about: how to grow your community as an IB without depending on posting more.

Why it matters

If you run a trading community, look at the conditions you have. Almost every broker pays the same or a few dollars more, and the platform, the materials and the market are the same for everyone. The IB working next to you is on almost identical terms, which is why switching brokers for a few dollars moves nothing.

The only thing that separates one IB from another is how you talk to your community and how you lead it. And that's exactly the part nobody trains. People study charts, products, platforms. Everything gets trained except the one thing that can't be copied. That's why a role play built for this job had to exist, with the moments that actually happen to us:

• The client who just took a loss and writes that this doesn't work.
• The lead who got interested, asked everything and then went quiet.
• The person who already wants to withdraw their money and hasn't told you why.

What changed this month in the IBs who practised with me

None of them learned new information. They all knew what to do. What changed was what comes out of them when the other person doesn't answer as expected:

• One always opened with “how's it going?” and now arrives with something concrete; people who had been silent for weeks replied.
• Another explained before asking; by the third repetition he asked first and the conversation changed direction on its own.
• Another avoided writing to the client who was losing; this month he wrote the same day for the first time.

All three repeated the same scene several times until the right line stopped being an effort. In role play, getting it wrong doesn't cost you a client.

Your community doesn't grow from what you post. It grows from what you stop losing

When conversations stop breaking, retaining clients stops being an effort: they stay longer on their own. The ones who stay mention you to someone, and that someone arrives without you having posted anything new. It's slow and boring to tell, but it's the only growth that doesn't switch off when you stop posting for a week. A community isn't built with reach. It's built with people who didn't leave.

Do it this week, even on your own

Pick a conversation you lost this month. Write your first reply again, say it out loud and listen for where you hesitate. Do it three times in a row, not once. The third version doesn't look like the first, and that's the whole idea.

On why we practise before talking to a real client I wrote here: Why we practise with role play before you talk to a client.

Umut Simsek

IB Manager at Weltrade · Over seven years in forex and broker systems · Founder of the first IB training academy in Latin America

I work with the IBs in our network so their community grows with a system, not with improvisation: attract, support, retain and organise a portfolio. Here I write about that work, with no income promises.

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