The Ultimate Rainmaker Masterclass
High-net-worth referrals aren’t magic. They’re the result of a clear process. One that’s been refined, tested, and proven across decades of work with top-performing advisors. That process is exactly what you’ll learn in the Ultimate Rainmaker Masterclass.
This isn’t another data-dump seminar. It’s a results-focused , 9-month immersion into how to build and maintain strategic partnerships with attorneys and accountants that lead to real introductions and real assets under management.
Advisors who commit to this model often generate over $1 million in new AUM during the program itself. That number snowballs thru your career as the process becomes second nature.
What You Get:
- Instruction from the person that wrote the book on this business model (3 Books actually). And you’ll get a copy of that, too.
- The best content in the industry on the topic of HNW Referrals from COIs. It’s logical, intuitive and implementable in the field.
- Industry Exclusive: Your custom COI Business Plan. No other firm inventories all of your COIs, analyzes them and provides you a clear business plan COI by COI. And gives you all of the tools to get meetings, grow partnerships and win HNW referrals.
- Learn what problems and goals are common to both Accountants and Attorneys so that you can see things from their perspective
- Language training on how to get meetings, learn about your COI and make them look better to their clients.
- A simple and highly effective method to trigger introductions to the COI’s clients, and the verbiage that motivates their client a to take the meeting even if they’re already advised.
- Access to a video library of all sessions for informational refreshes.
- Immediate access to Masterclass leaders with answers to urgent questions and concerns.
Why It Works
You already know where the HNW clients are—they’re with attorneys, accountants, and other professionals who don’t compete with you. What you may not know is how to become the advisor those professionals trust enough to introduce to their best clients.
That’s where most advisors stall out.
This program closes that gap. It shows you how to identify the right COIs, how to assess whether they’re worth your time, how to add value to their business, and how to trigger introductions in a way that motivates the prospect and makes the COI look good.
The approach is grounded in research. It’s been tested by elite teams, fine-tuned in the field, and used by advisors who are serious about growing.
What to Expect
The program runs for nine months and includes a combination of live group sessions, one-on-one coaching, and personalized business planning. Each session is led by Brett VanBortel and builds directly on the previous one. There’s no substitute teachers with limited actual experience.
We’ll take a close look at the world your COIs live in, so you can speak their language. We’ll map out a business plan for your best opportunities, and we’ll rehearse the conversations you need to get them off the sidelines and into your corner. You’ll walk away with a system that works and the confidence to use it.
Sessions are held weekly over Zoom, with the option to kick things off in person if it makes sense for your team. You’ll also have access to recordings, tools, and support throughout.
Who This Is For
This masterclass is for financial advisors who already know how to serve clients well and now want to grow. If you’re committed to implementation, financially hungry, and willing to invest in yourself, this is built for you.
There’s one important requirement: each advisor pays $1,000 of the program cost out of their own pocket. That skin in the game matters. It signals that you’re serious. And it keeps the cohort focused, engaged, and accountable.
What Happens Next
We offer solo advisor, advisor team and small group cohorts, usually 10 to 15 advisors per group to best suit your needs. Sessions are kept consistent time & date slots week to week, so you can plan your schedule accordingly.
If you’re interested in enrolling or learning more, we invite you to take the next step.
Are you ready to grow your book with the clients you’ve always wanted?
Want to see the full course agenda and timeline? Download the PDF below.