Chicago: “I read over and over in your research that ‘personal introductions’ are the number one marketing activity for advisors,” started Jim after our presentation to a group of new advisors. He continued, “I...
Greensboro: “I start my day with exercise – every day. And I insist that other members of our group take time to stay in shape as well” voiced Sam during one of our Rainmaker Focus Group sessions. This was an...
Las Vegas: “I’ve listened to a few of your webinars on social prospecting,” started Shawn, a new advisor at a recent conference. “The concepts make sense and they are all solid ideas, my problem is that I’ve only been...
Minneapolis: "You'd be really proud of me. I've sourced 15 names since our last meeting", Don told us during a coaching session."It's like I'm seeing the world through a whole new lens.I'm uncovering connections in...
Detroit: “I’ve never been a natural networker” started Lisa as we wrapped up our webinar. “I read the Oechsli Institute's 2011 FA Report which stated that ‘strategic networking’ is one of the five high-impact...
Atlanta: “I wasn’t in the business during the last downturn, but I get your point about this being a big opportunity for me. What should I focus my efforts on right now?” Tony asked us at a recent workshop...
Seattle: “The market is taking a major tumble and the few clients I have are calling the office frantically,” moaned Ethan as we began our coaching session. “I know you’re going to tell me this is a great time for...
San Diego: “I’m four years into the business and recently got asked to speak in front of my wirehouse’s regional conference. I realize; this is an honor”, said Tim, a recent participant in our Rainmaker Weekend. He...
Austin: “I’m a natural in social circles. My family has excellent contacts and I can get face-to-face with all of them socially” began Jim. He continued, “But now what? I always have this issue of bridging the gap...
