Product Store
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Rainmaker Weekend Phoenix: 1 Participant
Use this link to register for the Rainmaker Weekend in Phoenix, AZ on October 15th & 16th! Rainmaker Weekends are 2-day action packed workshops for financial professionals who are serious about growth. Learn how to better attract, service, and retain affluent clients - based on 10 years of comprehensive research. Don't Forget! We'll be holding a Team Leader Retreat one day before the event (10/14). You can go to both for only $1,895 per person while the early registration special lasts. Price: $1,895.00 Learn More |
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Elite Team Retreat Phoenix: 1 Participant
Use this link to register for the upcoming Elite Team Retreat in PHOENIX, AZ on October 14th! In today's challenging times, the true Pros are separated from the pretenders. Anyone can be a fair weather sailor, but the skills of a true captain are always showcased in the midst of a storm. This is where Elite Financial Teams can truly shine and further distance themselves from those loose confederations of advisors calling themselves a team. Join us in PHOENIX, AZ for our Elite Team Retreat, one day before the Rainmaker Weekend, on October 14th 2010! Price: $695.00 Learn More |
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Rainmaker Weekend and Elite Team Retreat Phoenix : 1 Participant
Rainmaker Weekends are 2-day action packed workshops for financial professionals who are serious about growth. Learn how to better attract, service, and retain affluent clients - based on 7 years of comprehensive research. In today's challenging times, the true Pros are separated from the pretenders. Anyone can be a fair weather sailor, but the skills of a true captain are always showcased in the midst of a storm. This is where Elite Financial Teams can truly shine and further distance themselves from those loose confederations of advisors calling themselves a team. Join us in PHOENIX, AZ for our Elite Team Retreat AND our Rainmaker Weekend. It's three days of action packed workshops. Join us from October 14th - 16th. Price: $2,295.00 Learn More |
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The Affluent Handbook
As baby-boomers age, we are in the midst of and witnessing the wealthiest generation in history. With so much money in or about to be in transition, understanding the psychographic profile of today's affluent consumer is critical. Do you know their key motivators for making purchase decisions? Do you understand their idiosyncratic nature and know how to get it to work for you? Would it be helpful to be able to overcome their skepticism of salespeople and build healthy and profitable relationships? The Affluent Handbook: Understanding America's Top Income Quintile provides answers to these questions and much more. Price: $34.95 Learn More |
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Becoming a Rainmaker Book
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Price: $29.95 Learn More |
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Surprise & Delight Mini-Guide
This Surprise & Delight Mini-Guide and Audio CD provides you with a step-by-step guide for ensuring you truly "wow" your top clients and prospects. This workbook and CD combination contains numerous guides, ideas, examples, and resources to help you earn client loyalty, engage the law of reciprocity, and acquire more affluent clients. Price: $49.95 Learn More |
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Elite Financial Teams: The 17% Solution
Just released! Most of what we read about financial teams focuses on the success stories - the top performers, the paragons of leadership, business savvy, financial acumen and salesmanship. But according to our criteria, only 17% of financial teams fall into this category. That 17% attracts more new affluent clients every year (per senior partner) with at least $1,000,000 in investable assets than their counterparts, solo or team. In addition, the elite teams succeed at retaining and upgrading their existing affluent clients by delivering the full array of wealth management services the affluent want. Price: $34.95 Learn More |
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The Financial Organizer with Tabs
Do your affluent clients like all the paperwork, statements, mailings, etc., they receive from the financial institutions they do business with? No! Position yourself as the go-to financial professional in the mind of your affluent clients using our Personal Financial Organizer. Price: $59.95 Learn More |
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