Becoming a Rainmaker: Creating a Downpour of Serious Money [Paperback]

Matt Oechsli (Author)

Book Description

Publication Date: October 23, 2006

Simply put, Rainmakers are those financial professionals who consistently bring in new affluent relationships. They are the highest compensated financial professionals, they are the most sought after financial professionals, and they are not for hire. Rainmakers are self-made. Becoming a Rainmaker shows how to develop the Mindset of a Rainmaker, execute the high-impact activities of a Rainmaker, and master the affluent Sales Skills of a Rainmaker. If you have not become a Rainmaker, and want to, this book is an invitation directed personally to you. If you are already a Rainmaker, congratulations. This book is a chance for you to fine-tune your Rainmaking skills. Be prepared, and you too will bring in 10 or more new affluent relationships over the next 12 months.

Editorial Reviews

Review

I am averaging $2 million in new money a month and brought in $6 million this month. Your Rainmaking process works! --Brad Daniels - Newport, CA

We brought in $29 million last year thanks to your Rainmaking tactics. --Jeff Fong - San Jose, California

$77 million in new assets with $40 million in the pipeline is a testimony to your Rainmaking tactics. This book is a must read! --Glen Strauss and Jonathan Lewis - Los Angeles, CA

About the Author

Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing and developing loyalty with affluent clients. His firm has conducted numerous research projects on the affluent and has been able to determine (with statistical significance) how the affluent make major purchase decisions, the criteria they use in selecting a go-to financial advisor, what they look for in a personal banking relationship, and more. Matt knows what is required to become a rainmaker within the world of the affluent. He has authored nine books, a number of industry best-sellers, such as The Art of Selling to the Affluent, published by John Wiley & Sons, based on the Oechsli Institute s research on how the affluent make purchasing decisions. Matt has been a guest on Bloomberg television, ABC s World News Now, as well as countless other interviews and reviews around the country.

Product Details

• Paperback: 170 pages
• Publisher: Wealth Management Press; 1st Edition edition (October 23, 2006)
• Language: English
• ISBN-10: 0965676579
• ISBN-13: 978-0965676571
• Product Dimensions: 8.8 x 5.9 x 0.5 inches
• Shipping Weight: 9.6 ounces (View shipping rates and policies)
• Average Customer Review: 4.7 out of 5 stars  See all reviews (6 customer reviews)
• Amazon Best Sellers Rank: #80,670 in Books (See Top 100 in Books)

Customer Reviews

Most Helpful Customer Reviews

15 of 16 people found the following review helpful:

5.0 out of 5 stars 20-Year FInancial Services Veteran's Take: Great Investment, March 3, 2007

By 

Guitar Man (New York, N.Y.) - See all my reviews

This review is from: Becoming a Rainmaker: Creating a Downpour of Serious Money (Paperback)

I've been in Financial Services for 20+ years, and I'm still interested in increasing my business each year. As you might imagine, when one's been in the industry this long, they see every imaginable book, pitch, idea, etc. regarding how to bring in affluent clients - and I have.

This is the best book written on the subject - period.

I'll give you a few reasons why. First of all, it gets right to the main point: bringing in 10+ affluent clients ($1 million of investable assets) each year. For most in the industry, this is a more-than-acceptable goal.

Second, it provides detailed, sensible and logical ideas to achieve that end. The book goes into the psychological issues that one must address to garner this level of success, and it also details the actions and regular activities that must be undertaken on a day-to-day basis.

I will certainly be re-reading this book a second time, this time with hilighter in hand. The book will then remain in my office for quick, easy reference.

I've known of Matt Oechsli for many years because he's a regular contributor to a trade publication that those of us in the industry receive. Now, for the first time, I've stepped beyond his monthly articles to see how really good he is.

Worth every penny, this book will yield a fabulous R.O.I for those who follow its tenets. Strongly recommended.

7 of 8 people found the following review helpful:

5.0 out of 5 stars A must for all serious advisors, March 19, 2007

By 

David M. Kover "Serious Rainmaker" (Chicago, IL) - See all my reviews
(REAL NAME)   

This review is from: Becoming a Rainmaker: Creating a Downpour of Serious Money (Paperback)

This book cuts through all the bs! If you are serious about your business and are tired of all the gimicky marketing ideas we constantly hear about, then this book is for you. Matt Oechsli concisely puts together a great road map to take you where you want to go. He definitely has his pulse on what the High Net Worth are looking for (and more importantly...what they are NOT looking for). This was a real eye openner for me.

3 of 4 people found the following review helpful:

5.0 out of 5 stars Be Equal to the Affluent, May 16, 2008

By 

Carmen Matthews "The Serene Samurai" (San Diego, California) - See all my reviews
(REAL NAME)   

This review is from: Becoming a Rainmaker: Creating a Downpour of Serious Money (Paperback)

Having just read, "The Art of Selling to the Affluent," by Matt Oechsli, my mindset was and is ready to do what it takes to have the mindset, develop the skills, and do the activities to attract those with at least $1 million investable assets.

And, I hadn't expected "Becoming a Rainmaker" to add much to what I've learned, nor to my enthusiasm. But, this book is a great follow up to the other book, because it guides you to do what it takes in your own field, to magnetize money.

Here's one assessment questionaire from "Becoming a Rainmaker":

(Are you skilled at knowing what to do & how? (Are you doing it consistently?)

1. Finding affluent prospects?
2. Proactively asking for and getting referrals to affluent prospects?
3. Proactively asking for and getting introductions to affluent prospects?
4. Constantly networking to put yourself in the path of affluent
prospects?
5. Getting face-to-face with affluent prospects?
6. Effectively connecting with affluent prospects?
7. Building rapport so that affluent prospects can quickly determine that
they like and trust you?
8. Developing professional respect in the minds of the affluent prospects?
9. Overcoming objections and affluent skepticism of salespeople?
10.Convincing an affluent prospect to do business with you?

This book, like "The Art of Selling to the Affluent," are humorous, yet seriously written, with the interest to guide readers to engage in face-to-face encounters at the right time, apply subtle yet seamless sales skills, and become "one" with the affluent.

The difference between these two books is that the first one is an introduction to the mindset that you need to have, to be euqal to the affluent prospects. And "Becoming a Rainmaker," although in the first 50 pages does repeat some of its predecessor, it helps readers to truly embody the identity that they must have to be equal to the affluent.

Both of these books are worth carrying around - to study until you have mastered the lessons.