RainMaker

For financial professionals who have been challenged with reaching affluent clients, this program seeks to unlock the secret
of increasing high-net-worth referrals.

Building strategic relationships for a pipeline of new affluent clients

It’s likely every financial advisor in the country would like to work with fewer but wealthier clients. The question is, “How?” One
accurate and reliable way to answer that question might be to study the behaviors of those who have done it, and that’s exactly
what Invesco Consulting, in collaboration with R.A. Prince & Associates, Inc., has done. Research shows that there are 1,200
financial advisors in the US who have made over $1 million net per year for three consecutive years.* We call them "The Elite
1,200." The vast majority of these financial advisors reached this exclusive club by building strategic relationships for a steady
stream of affluent referrals. “RainMaker” aims to peel back the curtain on the processes used by The Elite 1,200 to forge these
partnerships and build their businesses.

Program toolbox: from principles to practice Skills to be developed from

the presentation
• Keynote presentation 60 minutes, optimal audience: 25 to 200
• Keynote summary brochure Attendees will be shown:
• Building the professional profile Questions The Elite 1,200 use to understand • How The Elite 1,200 have forged
their clients, identify needs and build “strategic partnerships” partnerships with accountants
and attorneys
• Workshop: Getting your meeting Using a call plan, effective openers and
“RainMaker” principles with the goal of getting your first meeting with • Five strategic shifts designed
successful attorneys and accountants. 60 minutes, optimal audience: 25 to help build partnerships and
to 200 attain high-net-worth referrals
• Workshop: Attorneys and accountants, a professional analysis An in-depth look • Ways to build the "economic glue"
at what they do, what their issues are and value-added opportunities. 45 that may bind these partnerships
minutes, optimal audience: 25 to 200 • The “Implementation Roadmap,”
• Implementation Roadmap designed to help them get
started immediately
• Prospect prioritization worksheet
• Role plays
Research highlights
• Workshop preparation worksheet
• Opener worksheet • Nearly 70% of affluent investors
(> $1MM in investable assets)
surveyed in 2003 found their
Based partially on the work of financial advisors through an
attorney or accountant.
• R.A. Prince & Associates, Inc.
*Source: R.A. Prince & Associates, Inc., 2010. Used with permission.
Helping select financial professionals with skeptical clients
get, keep and grow business with never-before-seen ideas
Leaders in helping Proprietary, relevant The complete
advisors, worldwide and actionable research advisor experience
Founded in 1998, I•C is a team of I•C presentations are based on Each presentation is complemented
14 specialists with over 25 programs extensive research, streamlined by online video reviews and toolboxes
and 15 books that is seen by over into actionable steps and implementable designed to help advisors easily apply
40,000 advisors each year.* with I•C Studios follow-up. the research findings into their
as of 12/17
* businesses.

I•C programs, designed to help advisors with...

• Presentation development and delivery
• Value propositions shown to resonate with investors
• Public seminars that fill rooms
• Communication skills
• Retirement strategies… simplified
• Proven referral strategies
• Strategies for gathering assets

National Wirehouse Retirement Closed-End Funds

800-998-4246 800-370-1519 800-341-2929
Regional Broker Dealer Insurance and Education Sales Global Cash Management
800-421-0807 800-410-4246 800-659-1005, option 2
Independent Advisor Registered Investment Advisor Client Services
800-337-4246 800-421-4023 800-959-4246

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

"RainMaker” is based on our work with R.A. Prince & Associates, Inc. and on the book, RainMaker: Strategic Partnering with Attorneys and Accountants
to Create a Pipeline of New Affluent Clients, by Russ Alan Prince and Brett Van Bortel (2006), published by the National Underwriter Company. Used with
permission. Invesco Distributors, Inc. is affiliated with R.A. Prince & Associates, Inc. nor Russ Alan Prince.
This material is for illustrative, informational and educational purposes only. We make no guarantee that participation in this program or utilization of any of its
content will result in increased business for any financial advisor.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before
making any investment decisions.
Please note that the term “partnership” in this piece does not signify a formal legal relationship. It is simply intended to describe a mutual, informal relationship
among professionals.
This program is neutral to the practice of fee-sharing with accountants or attorneys. This program espouses the potential benefits of using indirect financial incentives
as one of the ways to build your business, and should be considered in conjunction with your firm’s overall review of its business practices for potential conflicts.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Founded in 1998, I•C has helped more than 644,000 financial advisors, high-net-worth teams, variable annuity producers, retirement specialists and home office
managers get, keep and grow business through its speaking engagements from December 2001-December 2017.
Note: Not all products, materials or services available at all firms. Advisors should contact their home offices.
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