Position
Define the market, clients and problems you want your name associated with.
Execution built your Wall Street career.
Now build the relationshipsand revenue that make it yours.
A private, twice monthly conversation for Vice Presidents, Directors and Managing Directors moving from execution to origination.
You already know how to deliver the work. The next level requires a market position, senior relationships and a pipeline you can originate.
REQUEST AN INVITATIONFREE · LIVE · PRIVATE · LIMITED TO EIGHT PEOPLE
You became the person everyone trusts with difficult deals.
The firm will keep rewarding you there. You solve too many problems.
While you run someone else’s deals, someone else owns the relationship, the fee and the next opportunity.
Your calendar is full. Your pipeline is empty.
Another flawless execution will not change your trajectory.
The next level requires relationships that start with you, a market position people associate with you and a team that can execute without you.
That is the shift from great banker to rainmaker.
The Rainmaker’s Room is a working conversation about the problems senior bankers must solve to get out of execution and build revenue.
Identify the relationship you cannot advance, the whitespace in your coverage area, the pipeline you need to build or the work you need to delegate.
Define the market, clients and problems you want your name associated with.
Identify the people who can create access, trust and opportunity.
Turn your position and relationships into a repeatable origination system.
Build the team and operating systems that create space for revenue.
You leave with a clearer assessment and a specific next move.
The Rainmaker’s Room is for bankers who have already proven they can deliver.
You are trusted to execute. Now you need an ownable coverage lane, senior client relationships and opportunities you originate yourself.
You are operating near the MD level. Now you need a clear market position, visible pipeline and evidence that you can create revenue.
You have the title. Now you need a more durable franchise, deeper relationships and a business that is less dependent on your personal execution.
If you are still learning the job, Monday Office Hours is the better room.
If you are ready to create demand, request an invitation.
Tell me what you are building and where you are stuck.
I review every request personally. If the room is right for you, I will send you the next invitation.
The room meets twice each month on Zoom. Your invitation will include the date, time and access details.
There are no slides and no prepared curriculum. The conversation is shaped by the questions and problems brought into the room. Everyone has the opportunity to ask questions.
The session is not recorded. Participants are expected to keep names, firms and details discussed inside the room private.
The Rainmaker’s Room is free.
Monday Office Hours is for finance professionals learning the unwritten rules of advancing on Wall Street.
The Rainmaker’s Room is specifically for Vice Presidents, Directors and Managing Directors building relationships, revenue and leverage.
Joe reviews every request personally. If the room is right for you, you will receive an invitation to an upcoming session.