5 best tactics to get your first 10 clients

Publish Date 01 Apr 2022
Referral Programs / 5 Min Read
Last Update 01 Apr 2022

Congratulations on taking the first steps towards growing a referral business!

We’ve put a lot of effort into ensuring the Axi referral program offers everything traders need, with plenty of tips and supporting resources that make it easy to become a referrer and start earning rewards.  

We also want to assure you that you’ve made the right choice to partner with Axi, and that our high-quality service will make it easier for you to gain referrals. In short, we offer everything your potential clients need – you just need to tell them about it!  


To help you get started, here are some highlights to share with your potential clients…   

  • ‘Excellent’ Reviews – We’ve been helping traders take on the markets since 2007. In our industry, trust and reputation count for a lot, and we’re proud to be rated as ‘Excellent’ based on 1000+ Trustpilot reviews. 
  • Licenses & Regulation – Would you give your money to a business with no accountability? Neither would we. That’s why it’s important to know that Axi holds financial trading licenses and is regulated in a number of jurisdictions around the world. We even help protect clients with free Client Money Insurance. 
  • Variety of products – More products mean more trading opportunities. With more than 130 different assets to trade – including FX, Shares, and Cryptocurrency CFDs – there’s always something to trade! See them all here. 
  • Easy payments – These days it shouldn’t be hard to make payments, and we make sure it isn’t. To make a deposit, choose from a wide range of top global payment providers. For easy withdrawals, just use your Client Portal.  
  • Flexible leverage – A BIG advantage trading has over other forms of investment is the ability to use leverage. Why? You can use a relatively small amount of capital to gain exposure to larger trade sizes. Find out more about how leverage works in trading.  
  • Axi Copy Trading – Download the app. Find top traders. Copy their trades. It's that simple! 
  • Education – We think it’s important for traders to keep developing their skills and grow their confidence. That’s why we support them with a comprehensive range of educational resources. Start with the Axi Academy, our market news and blog, and popular eBook series. 

While it might seem like there’s a lot to learn, being a referrer isn’t as difficult as it seems. Of course, it requires some up-front planning and work, but once you understand the process and adopt the mindset of a referrer, you’ve got the potential to create a lucrative, flexible, self-sustaining business.  

Now let’s get you on your way with some tips to help you get your first clients! 


Tactic 1: Find some interested friends

Do people you know have an interest in what’s going on in the world of business and shares? Have you ever found yourself talking to friends about cryptocurrencies? What about wider conversations about investing?  

These are the groups of people who likely already have a natural inclination towards trading and investing. So, as a referrer, it makes sense to focus on them. Talk to them, find out the specifics of what they’re interested in, then point them towards resources that correspond with their interests and aspirations. Sometimes a little help is all a person needs to start their own trading journey. 


Tactic 2: Harness the power of education

Wanting to trade and knowing how to trade are two very different things, and a lack of knowledge can be a big barrier to someone making their first foray into the markets. The good news is that Axi offers a LOT of highly practical resources designed to help people learn the basics of trading and smooth the pathway towards becoming a trader. As a referrer, this is extremely helpful, assuring and genuinely valuable information to share.  

Start by pointing people towards the Axi Academy – our home of free online trading courses which covers all the basics of trading FX, shares and cryptocurrencies. The courses are self-paced and very simple to understand, but full of invaluable information. Doing something as simple as helping someone to understand basic trading jargon can give them a boost of confidence that sets them on their way.   

You can also take advantage of other free educational resources Axi provides for traders of all levels and styles of learning, from trading eBooks and video tutorials to market news and analysis and webinars hosted by expert traders. 

PRO TIP: Add your unique referral link to an Axi URL and your clients will automatically get allocated to that referral code. For example, If you want to refer someone through our eBook web page, just add your referral code/rebate account number to the end of the URL. If your account number is 123456, simply add ?promocode=123456 to the end of the eBook page URL, so that you’d end up with this: https://www.axi.com/learn-to-trade/ebooks?promocode=123456 


Tactic 3: Share your success

Have you got a particular trading strategy, method or tool you use personally and are experiencing success with? If so, share it!  

In a results-based business like trading, there’s nothing quite as compelling as the proven performance of someone you know and trust. Using your own experience as an example, you may be able to demonstrate a potential path to success – just ask that in return for sharing it, they do the courtesy of using your referral link so that you also get rewarded! 

Where and how can I share my success? 

  • Are you an active social media user? Start sharing your resources through social media. 
  • Do you use trading forums? Traders ask a lot of questions, so if your resources can help solve a problem, share it. 
  • Do you write a blog? Try putting together an article about trading tips. 
  • Got a website? Create a dedicated landing page and start promoting your offer directly. 

PRO TIP: It helps to be helpful! Successful referrers don’t just focus on getting clients – they find ways to help them succeed so they can enjoy long-term rewards. Do you have an indicator to offer? Do you run webinars? Do you provide trading signals? Whatever resources you have, use them.  

Want to know how to create lead generation campaigns? Read this article 


Tactic 4: Social trading platforms

If you’re not a part of the thriving global online trading community, you should be. Websites like tradingview.com and forums such as babypips.com are a hub for traders looking for help, opportunities and better deals for their trading.  

By getting involved in these spaces, sharing your thoughts and experiences and becoming part of the community, the aim is to build a trusted reputation which you can gradually convert into referrals. As part of that, you’ll want to embed your referral link at appropriate places within these sites – for example in your profile and signature – so you can capture and track referrals.  

Just remember – it’s good to be active, bad to be a spammer. Share when you’ve got something interesting to share, not just for the sake of it. If you do have a lot to post, consider setting up a website or Telegram group where you can post all your own content, then link through to it.  

PRO TIP: Think hard about what makes you different and why someone should click on YOUR referral link as opposed to someone else. For example, some of our partners offer to pay cash back to their clients for referrals: if they earn $100 from Client A, they offer to pay back 50% of the rebate. That’s a win-win situation with long-term rewards. 


Tactic 5: Get help getting started

Getting that first referral can be the hardest one. So why not ask someone close to you to put some trust and support into your new venture and become your first client! If you can get a friend or family member to go through the process with you, demonstrate how it works and help them over any hurdles, you’ll not only get a great understanding of the whole referral journey, but you both stand to benefit in the long run.  

If the person you ask hasn’t ever traded before, make sure you give them the kind of introduction to trading that you would want for yourself. Share the appropriate educational material to help them avoid rookie mistakes, make them aware of the potential benefits – but also the risks – of trading as a form of investment, and encourage them to start their journey with a small investment so they don’t find themselves in the deep end.  

PRO TIP: Take advantage of the Axi Copy Trading app that lets you and your clients find top traders and copy their trades in real-time! Learn more. 


The information is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument; or to participate in any trading strategy. Readers should seek their own advice. Reproduction or redistribution of this information is not permitted.

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