Ultimate RainMaker*

Every advisor wants to move up market and generate more HNW referrals. And every advisor knows those HNW clients are aggregated by non-competing professionals of accountants and estate attorneys. This much is well known. This is where most advisors start and stall out.

The reasons for this are they lack a research-based, field proven process on how to gather potential COIs, how to analyze them for the key ingredients that make for a strategic partner that makes multiple HNW referrals, and how to trigger introductions to the COI’s clients in a way that makes them look good to their client and is additive to their value proposition. If you can solve for these significant challenges then you will have success. That is precisely what Ultimate Rainmaker delivers.

The Advisor Challenges

• Lack best practices method
• Need method to gather & evaluate COIs
• Difficult to find ways to benefit COI

The Advisor Opportunities

• Implement a proven process for referrals
• Grow your practice with HNW clients
• Understand how to be of value to COI & Clients

Program Offerings to suit any need:

• Keynote presentation:
  • In Person: Includes program summary and implementation guide
    • One Hour – $12.5K (plus travel expenses)
    • One 8-Hour Day  – $17.5K (plus travel expenses)
  • Virtual: Includes program summary and implementation guide
    • One Hour – $2.5K
• COI Masterclass – 8 Month Program:
  • Specific start dates every 3 months, pending availability. Curriculum has three sections: Business model immersion with 4 straight weeks of live, virtual presentations, followed by individual COI analysis to create business plan for the advisor, followed by five months of group sessions, which are a force multiplier in live fire experience. Access to all content in video. Consultation and on-going coaching on all content. Includes direct participation with Advisor and COIs by phone or zoom.
  • $15K. Option to roll into Study Group after program completion at $2.5K/month.
  • Full agenda and review available upon request
• Group Workshop:
  • In Person: Up to 25 people. Advisors leave session understanding the business model in full and ready to take action.
    Includes program summary and implementation guide
  • $32.5K (plus travel expenses)
  • Full agenda and review available upon request
• One-on-One Consulting with Individual or Team:
  • Consultation and on-going coaching on all content, plus a Custom COI Analysis that functions as your core business plan COI by COI.
    Includes direct participation with Advisor and their COIs by phone or zoom.
  • $19.5K Initial in person meeting for a full day (plus travel expenses) and first month (4 additional one hour sessions).
    $3K/month for ongoing support virtually.
  • Full agenda and review available upon request
• Study Group:
  • Join anytime pending availability. Access to all content in video format, allowing advisors to rapidly come up to speed on business model. Group sessions and on-going coaching on all content. Includes direct participation with Advisor and COIs by phone or zoom.
  • $5K/month for ongoing support virtually with a four month minimum.
  • Full agenda and review available upon request
• Individual Discovery Practice Sessions:
  • The ability to do effective discovery is critical to identifying and growing a COI relationship, but it requires experience to become proficient. For this reason, we offer live practice sessions on an individual basis. Your coach will assume several COI roles and you’ll get the chance to get great at discovery before it counts. $400/hour.

*Program content and research from Prince & Associates