How to Turn Happy Clients into Your Best Referral Sources

Are you nervous about asking your clients for referrals? Does it make you feel uncomfortable or pushy to approach the subject?

What if we told you there was a process to get your clients telling you if they’d like to make a referral? No more nerves; no more uneasiness.

In our latest episode of the [...]

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Build Client Relationships with the Family Estate Organizer

We all know how time-consuming and difficult it can be to collect and organize all of your client documents. We’ve all been there and have all tried different strategies to help with this process. That’s why in this episode of The Bucket Plan On-Demand Series, Dave Alison sits down with business partner and fellow financial [...]

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3 Steps for Finding Future Rainmakers for Your Company

On this month’s Rainmaker Multiplier OnDemand episode, Jason sits down with business partner, Don Chamberlin, to discuss different approaches to finding and adding the right advisors who are a good fit to become rainmakers for your firm.

For the last two years, Don’s office has been the top office with C2P, doing the most amount [...]

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3 Signs It’s Time to Hire Your Next Rainmaker

You have probably heard the term “rainmaker” thrown around before when discussing sales or growth with other advisory firms, but what is a “rainmaker?”

Often, a rainmaker is an advisor who is brought into a firm to secure more clients and/or increase the company’s overall revenue. Looking around at your current team, you probably already [...]

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EIDL Loans vs. PPP Loans: What You Need to Know

There is an incredible amount of uncertainty surrounding the Federal disaster relief efforts available to small businesses today. At the onset of the pandemic, the government was forced to move quickly to provide capital through different loan options such as the Economic Injury Disaster Loan (EIDL) and Paycheck Protection Program (PPP) loans.

Now, almost [...]

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Holistic Financial Planning: A Success Story

In our January episode of the Bucket Plan On-Demand podcast series, Dave Alison sat down with longtime friend and business partner, Greg Hammer, to discuss Greg’s experience and success running The Bucket Plan® Process in his office. Greg is a top advisor in the country, gathering $40,000,000+ in new client assets each year. He [...]

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Client Retention Strategies for Financial Advisors

How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast.

As cliché as this saying [...]

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5 Things Clients Look for in a Financial Advisor

Choosing the right financial advisor is a big decision for investors looking for someone they can trust with their money. They want someone who will look out for their best interest and guide them to solutions that will yield high dividends.

As a financial advisor, you know you’re the best person for the job. But, [...]

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The Evolution of the Woman’s Worth® Platform

On the most recent episode of the Rainmaker Multiplier podcast, Jason L Smith invited Jeannette Bajalia to discuss her platform, Woman’s Worth, and the uninterrupted success she has seen, even as she’s pivoted to operating in our new virtual environment over the past six months. In this episode, Jeannette explains the methodology behind her [...]

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