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Registered Rep. July 1, 2006 Matt Oechsli |
The Mindset of a Rainmaker A rainmaker in the financial advisory profession has the mindset of a fearless achiever who is determined to win. Here is a quick assessment you can use to determine how close you are to adapting a rainmaker's mindset. |
Financial Planning June 1, 2013 Deena Katz |
How to Hire & Promote Rainmakers Not all advisors have the talent to be rainmakers, but most can learn to identify and encourage sales skills in others. |
Entrepreneur September 2004 Kimberly L. McCall |
Green With Envy? Don't let the green-eyed monster capsize your team. Use these techniques to bring a sales superstar onboard without rocking the boat. |
Inc. February 1, 2008 |
Sales The CEO of a small consulting company asks how he can train his sales staff. |
Registered Rep. February 9, 2012 Boswell & Nichols |
Fast Track: Less Verbiage -- Better Results Rainmakers win the confidence of affluent prospects by framing everything in direct and simple language. |
Registered Rep. April 21, 2011 Matt Oechsli |
Developing Rainmaking Strategic Intent Typically advisors make one of two mistakes at social events: They can't help coming across like salespeople, or, they're so fearful of coming across as pushy that they have no rainmaker game plan for the event. |
Financial Planning September 1, 2008 Stephanie Bogan |
Who Will Succeed? There is little doubt that current and anticipated growth, the challenges of managing firms and related human capital dynamics will lead us further into uncharted waters. |
Registered Rep. December 1, 2006 Matt Oechsli |
How to Talk to Wealthy Folks The rich are different, as they say. And that applies to how they talk -- and how they want to be talked to. Less jargon is better... More direct and straightforward is better... More rehearsed and practiced is better... etc. |
Registered Rep. June 1, 2006 Matt Oechsli |
Strategic Intent To better understand the difference strategic intent makes, here are contrasting examples of two financial advisors who participated in similar high-impact rainmaking activities. |
Entrepreneur February 2006 Mark Henricks |
Paying in Kind Entrepreneurs are often confused about how to evaluate behaviors and communication skills. How can you ensure employees give service with a smile? |
CRM August 1, 2005 Marshall Lager |
Back From the Dead Lead Management Rainmaker Marketing's Lazarus integration of ACT! resurrects a phone reseller's sales, relationship growth, and agent efficiency. |