INTEGER WEALTH GLOBAL - BROKER RESOURCE CENTRE
IWG Broker Resource Centre
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Welcome to the IWG Resource Centre
Thank you for being part of the IWG broker network. This page is your home base — everything here has been put together to make your job easier: finding the right clients, having the right conversations, and bringing well-qualified introductions to us with confidence.
You don't need to read everything at once. Dip into whichever piece is useful for what you're working on today and come back to the rest when you need it.
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What you will find here
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Broker Sales & Marketing Plan:
Your full playbook. It walks through who to approach, how to position IWG, our six-stage introduction process, and how to handle the questions clients ask most often — including the ones about confidentiality and track record. Start here if you're new to the network or want the complete picture.
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Broker Quick Reference:
A one-page cheat sheet for when you're mid-conversation and need a fast reminder — the elevator pitch, the do's and don'ts, and our approved answers to common client questions. Worth keeping open on your desktop or printing out.
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Broker Contacts & Leads Targeting Guide:
A guide to where to focus your effort — which industry sectors tend to fit IWG best, and which markets across Europe, the UK, the USA, Canada, Asia-Pacific, the Middle East, and Eastern Europe are worth prioritising, sector by sector.
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Broker Contacts & Leads Directory:
The practical companion to the guide above — real chambers of commerce, trade bodies, and investment promotion agencies you can approach in each region to start building your own pipeline, organised by sector.
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A few things worth knowing before you dive in:
Confidentiality matters, always.
We can never name or imply a past or current IWG client. That is a GDPR and firm-wide commitment and not just a formality. If a client asks about our track record, the materials here show you how to answer well without breaching it.
Qualify before you introduce.
The clearer you are on what makes a strong prospect, the smoother things move once you bring them to us.
These documents are living tools.
We update them as the network grows and markets shift, so it's worth checking back rather than saving a copy and forgetting it.
Your introducer agreement always comes first.
If anything here ever seems to conflict with your signed agreement, the agreement governs.
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NOTE: This web page is organic in growth and will continually develop with new and additional information as the Armorum Fund and its 'Finance' initiative develops.