Rainmaker Best Practices
Congratulations, you are part of an elite group. Our research indicates that only 7% of financial professionals are bringing in 10 or more million dollar and higher relationships each year.  

We are asking you to share the secrets of your Rainmaking success in six interrelated areas.  Your reponses will be published in our 2007 Rainmaker Best Practices report.  This report will be distributed throughout the financial services industry and will include a special thanks to each Rainmaker who contributed.   

Please complete the form below and click on the SUBMIT button at the bottom.  Each text area will automatically expand as needed.  Please complete ALL of the questions - except possibly the last one, which is optional. 






Thanks for participating.  Please give detailed responses when possible.    
First and last name: *
E-mail Address: *
Firm: *
How many new clients have you brought in over the last 12 months who turned over $1 million or more in investable assets to your management? *
What was your asset total for those new clients in question one? *
What do you specifically do to establish and maintain the MINDSET of a Rainmaker: taking risks and enjoying the challenges of prospecting?
What do you specifically do to position yourself as a go-to Financial Advisor with your clients and affluent prospects?
What do you specifically do to get introductions and referrals from clients and others?
Specifically, how do you use intimate client events as a prospecting activity? (If you do not use this method, please indicate as such.)
What do you specifically do to orchestrate networking activities that put you face-to-face with $1 million plus prospects?
What do you specifically do to master the Rainmaking SKILLS associated with networking, getting referrals and introductions, holding intimate client events and closing new $1 million plus relationships?
Other Best Practices:
* Required
2nd Annual
Join the industry's elite who are sharing their successes...

To participate, you must have brought in 10 or more $1M+ clients over the last 12 months. Those who give complete answers on the entire form will receive a free copy of our Power of Referrals eBook ($19.95 value).