Rainmaker Weekend Philadelphia by Kevin Nichols

Rainmaker We e k e n d Philadelphia, PA April 23 & 24

We Develop Rainmakers

Rainmaker Weekend We Develop Rainmakers

Greetings, Just in case you haven’t heard, we develop Rainmakers. This is our mission and we

“I’ve brought in $188 million since I attended my first Rainmaker Weekend 18 months ago. I’ll see you at future Rainmaker Weekends.”

do it extremely well. Our commitment is to continue helping financial professionals, such as you, do four key things: 1. Develop the highly refined affluent sales skills of a Rainmaker.

~ Kevin Supka, LPL

2. Execute the high-impact marketing activities, and only these activities, that are most effective with the affluent. 3. Learn how to think (mindset) like a Rainmaker.

Kevin, who has become a bona fide Rainmaker, is referring to our upcoming

4. Bring in 10 or more new affluent clients every year.

Rainmaker Weekend in the great city of Philadelphia, Pennsylvania on April 23rd and 24th of 2010. Like most Rainmakers, Kevin is always working on his game.

Stop wasting your time and money on marketing activities that are ineffective with

You can, and should, do the same. We have invested considerable time, money

the affluent. Not only do they not work, they make you look like a salesperson -

and energy into creating this two-day, action packed program because your

and the affluent “hate” salespeople. Our Rainmaker Weekend will teach you the

success is our success. Our countless hours of ongoing research and development

words and phrases that have a positive impact on the affluent; and you will

provide you with the “cutting edge” skills you need to attract, service, and develop

practice your skills in very specific role play exercises. Yes, you will go outside of

loyal affluent clients. If you’re eager to acquire more affluent clients at an

your comfort zone, but that’s a small price to pay for becoming a bona fide

accelerated pace, join us in Philadelphia. We’ll make sure you’re doing the right

Rainmaker.

activities, the right way, to the right target market. Only 1. 3% of financial

We are currently completing our third year of Rainmaker Weekends for financial

professionals are Rainmakers. Join this elite group - if you dare.

professionals and the results have been outstanding!

To Rainmaking Always,

Matt Oechsli President of The Oechsli Institute

Rainmaker Weekend We Develop Rainmakers

Rainmaker Weekends are 2-day action packed workshops for financial professionals who are serious about growth. Join us and learn the mindset, activities, and skills of real Rainmakers - based on 9 years of comprehensive research.

Call (800) 883-6582 or visit www.RainmakerWeekend.com

LEARN HOW TO:

WHAT’S INCLUDED?

1. Identify and find affluent prospects who are “in transition”.

• 2 full days of workshops

2. Get face-to-face with affluent prospects.

• Breakfast and lunch both days

3. Position yourself as the “Go-To” Financial Coordinator

• Our Rainmaker In-a-Box Package

to the affluent.

• A follow up group conference call

4. Seamlessly sell your services.

ONLY

5. Generate ongoing affluent introductions and referrals. ** You will role-play and practice all the above!

$1,495

GROUP DISCOUNTS: 2 Participants $1,395 Each 3 or more Participants $1,295 Each

Rainmaker Weekend We Develop Rainmakers

“This session paid for itself the first morning, and it has paid for itself several times over since then.” ~ John Anderson, College Station, TX

WHY ATTEND?

HERE’S A FEW OF THE MANY TAKEAWAYS: • Build the big 3: trust, value, and respect

The Rainmaker Weekend has been built on the “Best Practices” of the most successful financial professionals in the industry. We know -- we conduct the

• Penetrate affluent centers-of-influence; proactively and seamlessly

ongoing research. Our program combines nearly a decade of research on affluent client acquisition (aka Rainmaking) and the affluent -- with 27 years of experience

• Master Strategic Referral Alliances: approach CPAs,

coaching financial professionals. Every year, this unique combination has guided

Attorneys and Corporate Executives, the right way

countless financial advisors and their families to personal affluence.

• Conduct Intimate Client Events that get results;

subtly combine client appr.eciation and prospecting

Our program not only shows you how to replicate these Rainmaker Best practices, it teaches you how to think like a high achiever and serves to strengthen your

• Articulate your value statement with clarity

lifetime commitment to success. You can be assured that you’ll walk away from

and conviction; less is better

our Rainmaker Weekend aware of specific opportunities for you to capitalize on.

• Become a highly valued go-to Financial

You will have brand new perspective on your business and the new game plan to

Coordinator; position yourself to deliver

execute. Our goal is to teach you a unique skill-set that is not being taught in the

exactly what the affluent want

world of financial services; how to generate new affluent business, in abundance,

• Keep your affluent prospect pipeline

for the rest of your career.

full; have a minimum $25 million at all times

“The Rainmaker Weekend was an outstanding source of creative ideas for starting your career or for re-energizing an established practice!” ~ Christopher Pelley, Denver, CO

Rainmaker Weekend We Develop Rainmakers PROGRAM AGENDA - DAY 1 Session One 8:30 am - 10:00 am

Session Two 10:20 am - Noon

The Affluent Opportunity - Turning

Learn the profile of a Rainmaker:

Dissatisfaction into Opportunity

Mindset - Activities - Skills. See how

• Welcome and introduction

Session Three 1:00 pm - 2:40 pm

Session Four 3:00 pm - 4:30 pm

Explore the Tools of a Rainmaker

Based on our ongoing independent

• How to evaluate and profile

the activities of a Rainmaker fit hand-

your top clients

in-glove with what the research tells us • Framework of the weekend • Our research methodology • Overview of the

affluent opportunity • Introduction to 4 key

affluent motivators • Learn who the affluent trust

in the financial world • Review the eight most important

criteria the affluent use to select a financial professional • Learn a seamless answer to the

“fee question” • Role Play - “What are your fees?” • How to capitalize on affluent

activities of a Rainmaker and learn what tools Rainmakers utilize in their

• How to establish your competency

about the affluent

practices

as a go-to financial coordinator • Learn how the affluent make

• Review Rainmaker Best Practices • Determine your IDEAL and

major purchase decisions - where

Activities

MINIMUM client profiles

they look for options, how they

• Learn the high-impact

make a final decision and how

• How to seamlessly deliver your

they determine to use the same

value proposition anywhere

prospecting activities • How to seamlessly arrange

provider again (affluent loyalty)

• How to use your business

• How to deliver a powerful and

cards effectively

seamless value statement

• How to create and use a

• Role Play - “What do you do?”

“social card”

• Review the statistics on

• Learn the research and DOs and

Rainmakers - those financial

DON’Ts of using a brochure

professionals who bring in 10 or

and collateral materials

introductions and penetrate centers of influence • Role Play - Asking for an

Introduction • How to consistently generate

referrals • How to turn referrals into

more $1 million+ relationships

• Master the Personal Financial

each year

Organizer

Lunch 12:00 noon - 1:00 pm

• Role Play: Introducing the

dissatisfaction

Financial Organizer to top clients • Learn what the affluent want in

Break 2:40 pm - 3:00 pm

a financial relationship

research, identify the high impact

introductions

Rainmaker Weekend We Develop Rainmakers PROGRAM AGENDA - DAY 2 Session One 8:30 am - 10:00 am High Impact Activities (continued) • How to establish strategic referral

alliances with CPAs, Attorneys, and other non-competing financial professionals • How to use strategic networking

efforts to fill your pipeline with ideal prospects

Session Two 10:20 am - Noon Start by assessing your affluent sales skills - then learn our 6 step process

Session Three 1:00 pm - 2:40 pm

Session Four 3:00 pm - 4:30 pm

The Mindset of a Rainmaker

Create your Rainmaker Action Plan

• Review Rainmaker Best Practices -

and develop sales skills so seamless

Mindset

they’re practically invisible. • How to develop the mindset • How to find an ideal prospect

of a Rainmaker

who’s in transition • Understand the psychology of • How to get face to face with

performance

that prospect • How to utilize your subconscious

• Learn how to hold effective

Intimate Client Events that are fun and will bring Ideal prospects to you • Learn what activities to avoid as

they drive the affluent away

Break 10:00 am - 10:20 am

• How to build rapport and earn

mind though constructive

their trust

thoughts - thing big in order

• Uncover “windows of

to act big

opportunity”

• Eliminate negative thought

• Role Play - Probing Questions

patterns

for Clients

• Develop the right habits

• How to establish your consultative

• Get out of your comfort zone

competence • Create your Rainmaker • Master the “mini-close”

Affirmations and stick to them

• Clinch the relationship and

• Set goals to develop your

close the sale

peak motivation

• Role Play - Closing the Sale

• Engage your Rainmaker

Achievement Cycle

Lunch 12:00 noon - 1:00 pm

and follow the Critical Path to becoming a Rainmaker • Confirm your affluent

prospecting goals • Define your fixed daily activities • How to use the Critical

Path Organizer System • Develop your Rainmaker

Commitments • Q&A Session

Rainmaker Weekend We Develop Rainmakers

PHILADELPHIA

LOCAL ATTRACTIONS

Famous as the birthplace of life, liberty and the pursuit of happiness,

Philadelphia offers an array of unique attractions. A few are highlighted

Philadelphia offers much more than cobblestone streets and historical landmarks.

below:

Cultural, culinary, artistic and ethnic treasures abound in this city and its

• Philadelphia Zoo - Established in the early 1800s, the Philadelphia Zoo

surrounding countryside. What makes Philadelphia so memorable is its unique

is the oldest of its kind in America. Today it is home to nearly 2,000

blend of experiences that you have to discover in person. By day, explore

creatures great and small from the top of the food chain to the bottom.

four centuries of history and architecture, beautiful neighborhoods, remarkable • Tomb of the Unknown Soldier- The only monument dedicated to

museum collections and endless shopping. After the sun sets, the city heats up with acclaimed performing arts, candlelight tours, delectable dining and vibrant

honor the memories of unknown Revolutionary War

nightlife.

soldiers was originally used as a potter's field where the poor and indigent were buried.

THE LIBERTY BELL

• Penn's Landing- is the Philadelphia equivalent

The Liberty Bell is a bell that has served as one of the most prominent symbols

of Baltimore's Inner Harbor, on a smaller scale.

of the American Revolutionary War. It is a familiar symbol of independence within the United States and has been described as an icon of liberty and justice.

INDEPENDENCE HALL Independence Hall is known primarily as the location where the Declaration of Independence was debated and adopted. The building was completed in 1753 as the Pennsylvania State House for the Province of Pennsylvania. It became the principal meeting place of the Second Continental Congress from 1775 to 1783. The United States Declaration of Independence and and United States Constitution were both signed at Independence Hall.

Rainmaker Weekend We Develop Rainmakers

RAINMAKER WEEKEND TUITION INCLUDES OUR

RAINMAKER IN-A-BOX PACKAGE •

RAINMAKER WEEKEND WORKBOOK - This 150 page workbook is a self-contained manual for bringing in more affluent business. It’s divided into four sections - Rainmaker Activities, Rainmaker Skills, Rainmaker Mindset and the Rainmaker’s Critical Path.

•

RAINMAKER QUICKSTART CD SET - This popular 2-CD set contains an audio overview of our Rainmaker Weekend. This is a great reinforcement for after the program.

•

BECOMING A RAINMAKER BOOK - One of Matt's most popular books. We send this book in advance to make sure participants are fully prepared.

•

101 TIPS FOR BECOMING A RAINMAKER BOOKLET This booklet includes 101 tips for accelerating your client acquisition efforts. Many participants re-read this book often to keep their mindset fresh.

•

PERSONAL FINANCIAL ORGANIZER - This tool produces big success stories. Rainmaker Weekend graduates use it to reposition their practice, upgrade current relationships, start CPA alliances, and increase their value to prospects

COMPREHENSIVE MATERIALS PACKAGE

$299 VALUE

Rainmaker Weekend We Develop Rainmakers

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