Brokers don’t just lose clients on the sales floor. They also lose them in the friction between departments
But how? Lets see…
What makes a siloed department of a brokerage a growth engine?
Option A is the workload (the ship). Option B is the industry essentials (the captain).
The captain controls the ship. Increased operational volume without basic industry knowledge, can leak revenue from multiple exit points.
Why a gyroscope and transport vehicles for visuals?
Gyros are used in every transport vehicle. They represent the balancing force that always finds our center, no matter how hard conversations pull.
Here’s what to look for as a starting point:
Quantitative metrics: High ticket clearance, CRM logs, standard checklists, payment processing
Qualitative metrics:Time delays, compliance friction, interdepartmental misalignment, trading glitches. Monitor client behavior post event in intervals.
Industry Essentials workshop details
Duration: 16 hours
Location: Physical, at broker’s location
Group size: Min-5 trainees, Max-unlimited
Structure: 16 hours
- 8 modules
- Custom structure depending on location (Cyprus or abroad)
- Compact 2 full days (recommendation: abroad)
- or 4 days (morning or afternoon – recommendation: Cyprus)
An underrated collection of industry topics, that are often overlooked or dealt with superficially, although they are all essential to the effective running of our business.
Prospects and clients are many times more aware and knowledgeable than the person who communicates features and products. This imbalance leads to question marks that can prove catastrophic to building a relationship on equal terms.
Covering everything from derivatives, trading platforms, CRM systems, industry participants, broker/trader types, competition, Industry Essentials is a cornerstone to building strong foundations.
Industry Essentials can be deployed as part of a starter pack for new and beginner hires. This being said, it is also a great tool for experienced participants who didn’t get the chance to see practically how important this can be in their interactions.
This program is suitable for anyone involved with brokerages in the CFD space or other. Departments most likely to apply the material in their daily workload are:
- Business development
- Sales
- Customer support
- Marketing
Positions we have also trained:
- Back office and compliance departments
- HR managers
- Project owners
- Executive management
- Boards of directors
Within the context of this program, a simple yet all inclusive assessment is conducted at the end. The assessment is not used for grading purposes but to identify weak points and close any gaps.
Certification
All attendees will receive a certificate of completion.
Pricing: Contact us for a quotation
Discounts available for:
- Groups of over 20 attendees
- Groups of over 50 attendees
- Emerging markets
For training bookings outside Cyprus:
- No added cost, if training is part of a pre-planned visit initiated by allFX-Consult. Subscribe to our mailing list to know if your location is on our calendar.
- Flights and accommodation (if required), are covered by the client for tailor-made bookings.
In an industry thriving with new technology, innovation, progress, how do we keep up with no reskill or upskill? New or experienced participants require basic training on the backend that holds it all together.
Inhouse sessions many times leave colleagues with more questions than answers. We approach each piece by how it contributes to the overall growth (income generation and cost reduction).
Trading platforms, CRM systems, Industry participants, Broker/Trader types, Competition are only a glimpse of what we cover to give a holistic base to just about anyone.
Growth is achievable
when people listen
Do they get you?
Four modules designed specifically for the online trading industry, with no jargon and no inapplicable material.
100% interactive, with high energy and real impact to support a critical function.
With our ACE framework, at the core!
100% of trainees, report they left the training programs more confident than they were prior to the training.
Over 80% of our broker-clients, report uptick in their team’s performance within the first week post training.
You know how hard it is to find talent
you also know how hard it is to keep it
Information and education should be FREE.
Learning how to use it, is what will make the DIFFERENCE.
Use our website as a free resource and get in touch when ready to put it into play.
Mindset Workshop FAQs
Why should non-commercial teams like backoffice, accounting, or compliance need industry training?
These departments control the client lifecycle. It’s hard enough for a sales rep to win a client, and it’s equally easy to lose a client by a stiff compliance process or a slow payment clearance.
Industry Essentials enriches teams with context. It’s a realization process, and a reminder that every internal action either protects or destroys a hard-earned relationship.
How do onboarding friction and payment delays tie back to industry knowledge?
Think of it as a lack of environmental awareness. When an onboarding officer understands broker types, regulation, and competitive markets, they protect the firm from risk without impacting the client experience. When accounting understands derivatives, they move faster because they comprehend the commercial weight of the transaction.
What does Industry Essentials actually stabilize across the whole brokerage?
This module bridges the gap between daily tasks and revenue growth. It equips the entire organization with a clear view of a broker’s ecosystem, a trader’s journey, infrastructure and overall markets dynamics.
Industry Essentials break down silos, lower client churn, and ensures that every interaction ultimately serves to empower, produce, and nurture relationships.
How long does the training take?
The Mindset module is specifically designed for our industry. Although its a vast topic, we include only those elements that can positively impact a conversation.
Mindset is a 16 hour program delivered in person on either a split-day or full-day formats. Given the sensitive timelines of each broker, we can customize the delivery times on a case by case basis.
Please contact our administrators at learn@allfx-consult.com to discuss your case and assign time frames that fit your requirements.
Can I communicate with the instructors post training?
Our phones, emails, (and front door for those in the area) are always open to all our trainees, clients and partners. We maintain an open communication model, since we are in the business of practical applications of the ever-evolving financial services industry, and not just a cold certification.
What accreditation or certificates will I receive on completion?
allFX-Consult is a recognized trainer with over 10 years in-business but does not provide accredited certification.
Our certificate of completion, acknowledges your successful participation in the Mindset workshop, with real-world/practical applications. This includes but is not limited to the material’s actual communication (direct and indirect) and its ability to be immediately applied upon completion.
I would like to refer a friend or two...
You know of people possibly interested to attend our training? Great!
Special discounts/referral fees are offered across the board. Reach out to learn@allfx-consult.com and become an active partner with perks.
Which role in a broker, is the training best suited for?
The Mindset workshop was designed to support the commercial teams of a brokerage. Due to its direct applicability to any type of communication (for ourselves, our clients, our traders and our colleagues), it can actually be applied in any role within an online trading broker.
Whether you have (or will have) direct communication with clients, or indirect communication through marketing and advertising, or even in discussions with colleagues on corporate planning, these training sessions are an added value to any interaction.
How much does the training cost?
Depending on individual, group or corporate bookings, various rates apply. Our administrators will be happy to provide all information regarding costs, schedule and any additional details required for your Mindset workshop.
When is the next available training date?
Timing is our only limitation because workshops are booked on a first-come-first-served basis. Be sure to secure your desired dates early. Please contact our administrators at learn@allfx-consult.com regarding availability.
Ready for the INDUSTRY?
We can buy technology, we can buy a license, we can buy a building… but performance? Not many service providers can include that in the mix.
We do.
Growth means a lot of things. For us, it starts and ends with performance.
Worldwide workshops on Mindset, Performance, Markets, Industry.
100% interactive sessions, with high energy and real impact.
