Eliminating Networking Frustration: The Center was expressly designed for the creation of new “top tier” clients. The Rainmakers’ Forum offers a superior client development solution: The Client Exchange Center. Here is how it works:

I) The Client Development Process:

1) Laser-like Access to Prospects: Rainmakers are connected to trusted advisors and COIs that service matching client bases. Time wasted with the wrong contacts is avoided.

2) Intelligence and Analysis: Rainmakers submit profiles of actual (unnamed) clients or contacts to the Center for analysis by professionals. New client servicing and “second opinion” opportunities are identified: A “professional analysis”, rather than “lead generation” approach.

3) Introductions and Cultivation: Rainmakers that submitted the profiles arrange for prospect presentation meetings on behalf of referral recipients. Urgency in prospects to meet is instilled using a proprietary “Leverage Point” strategy.

4) Charting the “Prospect-to-Client Conversion” Course: The Center monitors the progress of new client opportunities on a continuous basis, thus assuring meaningful closure: new client engagement or inactive prospect.

II) Strategic Alliance Connectivity:

Our platform provides a variety of formats for connecting Rainmakers with matching client bases. Forming strategic alliances, we foster familiarity and trust between our Rainmakers. There are several format choices available to Rainmakers:

A) Client-Building Intensives: Groups of between three and six Rainmakers meet (face-to-face or via teleconference) with a facilitator to review client profiles and strategize prospect presentation-setting using “Leverage Points”.

B) One-on-One Client Exchange Sessions: For some Rainmakers, it is a challenge for them to attend Client-Building Intensives. The Center arranges live and virtual sessions between two Rainmakers. Client profiles are discussed and prospect presentation meetings are plotted. A facilitator from the Center monitors these sessions.

C) Dedicated Forums: Some Rainmakers enjoy working with a non-competitive group of trusted advisors and COIs on a continuous basis. Meeting periodically, Forums are an excellent platform for new client cultivation.

D) “Braintrust” Sessions: Some Rainmakers enjoy significant credibility with certain clients. The Center helps them arrange prospect presentation meetings in which several Rainmakers meet with the “representing” Rainmaker to offer complimentary, multi-disciplinary consultative sessions: a tactic that often leads to client engagement.

E) Flex Program: Recommended for most Rainmakers, this approach incorporates two or more of our formats for optimum connectivity and flexibility.