Customer Reviews

Becoming a Rainmaker: Creating a Downpour of Serious Money

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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.

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.

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.

Excellent Book! I highly recomend it to all financial planners who would like to increase their access to the high net worth crowd.

This book is now on my short list of MUST READ books for the serious rainmaker. Me and my team are reading again chapter by chapter.

Matt's book zeros in on developing the action-habits needed to become a financial-services Rainmaker who seeks to capture money/investible assets for long-term relationships. Far better than Matt's book read years ago. There's some recurring not-so-subtle Coaching-Promo here, and Matt keeps it far more narrowlly focused than are Ford Harding's excellent books on Rainmaking, which apply to Accountants, Laywers, Archs. Engineers, Big Insurance Sales, or most any other kind of Rainmaking. But for the Financial Services Reg/Rep capturing long-term money and clients, it is excellent.