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3 Steps for Finding Future Rainmakers – Clarity 2 Prosperity Blog

On this month’s Rainmaker Multiplier OnDemand episode, Jason sits down with enterprise accomplice, Don Chamberlin, to debate completely different approaches to discovering and including the best advisors who’re a very good match to turn into rainmakers on your agency.

For the final two years, Don’s workplace has been the highest workplace with C2P, doing probably the most quantity of enterprise. Don’s advisors persistently present up on the highest 25 leaderboard and his enterprise continues to develop.

What’s Don’s secret and how are you going to faucet into it in your personal firm?

The Proper Match Advisor Course of

Discovering and securing the “proper match advisor” on your agency requires three necessary and well-planned phases:

  1. Rent
  2. Onboard
  3. Prepare

Advisors, who’re a part of C2P’s Rainmaker Multiplier Division, are given entry to the confirmed Proper Match Advisor course of, which incorporates coaching in every of those three phases and all of the supporting templates, checklists, scripts, and different sources to assist them execute the method in full.


Having a very good hiring course of in place is necessary since you aren’t solely on the lookout for an advisor who’s a very good match for you, you’re on the lookout for an advisor for whom you’re a good match as effectively.

For Don, hiring was probably the most important a part of the method. He was ready to make use of C2P’s confirmed processes to articulate precisely what his firm does and the way they do it. With the ability to clarify and illustrate this to candidates offers them with the data to determine if the corporate is correct for them as effectively. It is a main factor inside step one of a very good hiring course of – making ready for the rent – which incorporates issues like figuring out the position and the {qualifications} wanted, , growing a compensation package deal, and deciding what the interview course of will seem like.

Step 2 of the hiring course of is evaluating candidates. Don labored with a accomplice to arrange and make use of checklists, assessments, resume evaluations, and extra to make sure his candidates match for the roles he was trying to fill.

The third part of the hiring course of is making the supply, which incorporates being ready for negotiations which will happen as soon as the supply is made.


Many advisors rent with out an onboarding plan in place. The onboarding part of C2P’s Proper Match Advisor course of focuses on a clearly outlined path to success. With no clear understanding of what’s anticipated, new advisors can turn into annoyed – setting them up for failure or inflicting them to depart earlier than they’ve an opportunity to succeed.

C2P’s Proper Match Advisor course of has 4 steps throughout the onboarding part:

  1. Doc gathering/preparation
  2. Pre-operational logistics
  3. New rent onboarding schedule
  4. Put up-operational logistics

The 1st step covers issues like ensuring you might have a very good worker handbook, advantages package deal, coaching manuals, and coaching schedules. Pre-operational logistics contains all the things it is advisable to do to arrange on your new rent earlier than they really start working – background checks, fingerprinting, establishing their workspace, and so on .

Steps three and 4 concentrate on all the things that must be completed as soon as the brand new advisor begins, similar to a first-day agenda, first week and first month methods, 30-day assessment, ordering enterprise playing cards, sending out a press launch, and associated actions.


Sometimes, coaching can take as much as a yr even while you do discover a proper match advisor.

Coaching is about extra than simply merchandise. New advisors have to be educated in expertise, workplace techniques and operations, salesmanship, gross sales course of, monetary data, and merchandise. Having a well-established infrastructure consisting of confirmed, duplicable processes through which everybody within the firm is educated might help make this part much more streamlined.

C2P’s Proper Match Advisor course of offers coaching checklists and agendas you should use to ensure you are masking all the important thing coaching necessities and assist schedule issues like accountability checkpoints and different high quality management measures.

Relying on the extent at which the advisor is employed, high quality management measures will be approached just a few other ways. Don explains how he’ll be part of lots of the first shopper calls his advisors have. He could even maintain the calls himself, whereas an affiliate advisor observes and performs duties similar to finishing truth finder templates.

He employs an identical course of for seminars, through which he and his new advisor will begin holding seminars collectively:

  1. At first, Don will current the entire seminar himself (starting, center, and finish)
  2. Finally, Don will deal with the start and finish, permitting the advisor to current the center portion
  3. Don will current solely on the finish
  4. Lastly, the advisor will current the whole seminar


There are a variety of the way to strategy discovering proper match advisors on your agency. Don’s private philosophy is to get them in entrance of individuals as quickly as potential, get them as a lot exercise as you’ll be able to, and allow them to be taught primarily via expertise.

This type of strategy will be particularly efficient while you observe the Proper Match Advisor course of to rent advisors who’re rock stars already.

For extra on Jason and Dave’s private experiences with this course of, hearken to the podcast right here.

In case you’d like entry to C2Ps Proper Match Advisor course of and accompanying instruments, contact a enterprise growth consultant right this moment, to debate be part of our Rainmaker Multiplier Division.

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