Growth Plan

A transparent roadmap from Broker to Partner

Broker
leader
vice president
partner
KEY RESPONSIBILITIES
01
Managing your own client base
02
Negotiating with key stakeholders
03
Closing deals
04
Client support and relationship management
EARNINGS CALCULATOR
Number of deals  per month
1
/
16
Income year

£

22 500

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KEY RESPONSIBILITIES
01
Managing broker performance
02
Training and ongoing team support
03
Monitoring compliance with internal regulations
04
Analyzing and resolving complex client situations
EARNINGS CALCULATOR
Number of people in management
1
/
7
Number of deals  per month
1
/
16
Income year

£

22 500

Passive income from the team after a year

£

22 500

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KEY RESPONSIBILITIES
01
Comprehensive candidate search and analysis
02
Interviewing and inducting new employees into the team
03
Influencing company strategy
EARNINGS CALCULATOR
Number of people in management
1
/
7
Number of deals  per month
1
/
16
Income year

£

22 500

Passive income from the team after a year

£

22 500

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KEY RESPONSIBILITIES
01
Managing brokerage teams
02
Building relationships with partners
03
Developing new areas of the company's activities
EARNINGS CALCULATOR
Number of people in management
1
/
7
Number of deals  per month
1
/
16
Income year

£

22 500

Passive income from the team after a year

£

22 500

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
I DO
WE DO
YOU DO
SOLO
Sales training
Topics
Industry Overview
5 Steps of Conversation
Law of averages
Overturning blocks (early no’s)
Mentality behind sales
8 working habits
Attestation
Topics
How we teach: Principle, theory, application
Understanding the progression
Commission model
Overturning blocks (early no’s)
Full pitch + how to quote a customer
Product knowledge + Competitors
Sales training
Topics
Learn presentation
Impulse curve + factors
Quality time with quality people
Green light theory
Solidify habits + mentality
Sales Training
Topics
UNDERSTAND: How to keep gauges & set up terminal
KPI’s
Intro + SS: 50
DM’s: 20
Presentations: 5
Overturns
Slack & customer support communication
Sales training
Topics
Cap of close
Typeform + Pre-empt next steps
Power of suggestion Overturning objections (Late no’s)- Common objections
CRM
How to set targets
Attestation
Topics
UNDERSTAND : Leadership Criteria
Final promotion attestation
Pitch
Objections
Bullet theory
Analyze the funnel
Sales training
Topics
How to win customers for life
First day solo expectations - The Perfect Gauges.
Be consistent with follow ups
EPOS upselling
Attestation
Topics
KPI
Solo meeting set
Min gauges standard
How to set targets
Leadership skills
Topics
Networking
Goal Setting
Leading Ride-outs
Meetings
Topics
Expectation meeting
Orientation meeting
Budgeting meeting

Purest
Meritocracy

Performance dashboard showing goals with progress bars, metrics, owners, and status indicators.
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No politics

Metrics driven
approach

No bias

Work Hard
Play Hard

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Three men posing together on a balcony overlooking a marina with boats and hills in the background.
Three men posing together on a balcony overlooking a marina with boats and hills in the background.
Three men posing together on a balcony overlooking a marina with boats and hills in the background.
Three men posing together on a balcony overlooking a marina with boats and hills in the background.
Three men posing together on a balcony overlooking a marina with boats and hills in the background.

Success Stories

Learn from executors, not theorists

Misha

Equity Partner
See more
Misha
Education:
Queen Mary University Business Management: 2.1 Joined: 2023
The Results
Connect with the team member

Max

VP
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Max
Education:
BA : St. Mary’s University Sports management 2.1 Masters : Masters Regents University International Business Masters 2.1 Joined: 2025
The Results
Connect with the team member

Albert

Leader
See more
Albert
Education:
University of Westminster Law LLB 1st Degree of Honours Joined: 2024
The Results
Connect with the team member

Speak to us

To learn more about the partner model, the opportunity, and the next step

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