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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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, [...]
It can be confusing to know how, or why, to charge fees for your financial planning services. Especially if you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on that wisdom and how can you expect your client to buy into that value?
In a recent [...]
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 [...]
In a recent Bucket Plan podcast episode, Dave Alison and Jason L Smith sat down to discuss the power of having a well-documented and proven process for financial planning, as well as the ways they’ve experienced success with their own 4-step process for both their business and their clients.
Having a successful process starts [...]