Multifamily Legacy Podcast
267 episodes - English - Latest episode: 5 months ago - ★★★★★ - 301 ratingsCorey Peterson is a rags to riches real estate entrepreneur and self made millionaire. He's a best selling author and has been featured on Fox, CBS, ABC, NBC affiliates. Multifamily apartments is his passion and specifically how to put deals together that operate effectively and cash-flow. If your tired of the hustle and grind from fix and flipping, let Corey, pull back the curtain and show you power of multifamily apartments and cash-flow.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
171: Building Strong Broker Relationships
June 22, 2021 10:05 - 40 minutes - 76 MBIf you want your real estate journey to be successful, you need to pay attention to this episode since Corey is sharing details of his latest deals and the must-do of syndication. Learn how and why having strong broker relationships can also make your business easier. Topics on Today’s Episode Demonstrating your ability to close deals How to find off-market deals The importance of being authentic The power of podcasting How to fund a $17M deal Quotes ''Stop saying I wish, I cou...
170: How Things Can Go Wrong In Real Estate
June 15, 2021 10:05 - 41 minutes - 78.5 MBNot everything is palm trees and sunsets in real estate. Today we are going to talk about the dirt of the business. Listen to this episode as Chad Sutton shares stories about deals that went wrong and the lessons learned from them. Topics on Today’s Episode What big investors care about Programming your capital Asking for a higher minimum of investment Structuring a deal incorrectly Understanding where your investors' money comes from Books mentioned Who Not How: The Fo...
169: The Power Of Leveraging And Why Partnerships Matter
June 08, 2021 10:05 - 41 minutes - 78.1 MBThe easiest way to make things change in your life is to partner up with someone who's already succeeding and add value to them. Listen in as Samson Jagoras shares the impact that networking and good partnership made in his business, and how he transitioned into living a life by design. Topics on Today’s Episode How to find the right team members The importance of setting up the right systems in place What good partnership looks like Adding value and building connections and bonds ...
168: Choosing The Right Asset Management Firms
June 01, 2021 10:05 - 45 minutes - 69.7 MBAsset management is not talked about enough, but it is actually where a lot of the money is made in this business. On this show, our guest Kyle Mitchell shares strategies, tricks, and tips to make real estate exciting and profitable. Topics on Today’s Episode What is Asset Management and how it works?? What asset managers do Setting up the right systems in place Why you should find a property management company in advance How to find the best property management firms? Raising c...
167: The Basic Concepts Of Fund Structures
May 25, 2021 10:05 - 34 minutes - 53 MBLearning how to raise money can allow you to get into other people’s deals, add value, and get general partner ownership. We will get into the details today with our guest, Ike Mutabanna. He explains all aspects of fund structure, including taxes, liability, and third-party property management companies, and investors. Topics on Today’s Episode What is a fund structure and how it works? Pros and cons of different fund structures How to protect your investors' data Fund of funds str...
166: Taking The First Steps In Real Estate
May 18, 2021 10:05 - 37 minutes - 70.3 MBWe have Darin Batchelder today who talks about his first steps in real estate and how he overcame the fear. Tune in to learn how important it is to partner up with experienced people and get tips on how to get into the business. Topics on Today’s Episode Darin’s journey from being in a corporate world to multifamily real estate Broker connection The fundamentals of real estate Building relationships with partners Understanding the stock market How to get into the real estate bus...
165: What Loan Brokers Can Do For You
May 11, 2021 10:05 - 39 minutes - 74.9 MBTo be successful in business and life in general, you need to be surrounded by honest and upright A-players. In today’s episode, we will bring you nuggets of wisdom on how loan brokers can help you and what kind of lenders to avoid. Join us and get some interesting insights into the lending business from our guest, Eric Stewart, the owner of Atlantic Business Capital, Inc. Topics on Today’s Episode Understanding the current lending market Expectations on rates Different types of loans...
164: Turning Adversity Into Opportunity
April 27, 2021 10:05 - 26 minutes - 51.3 MBLosing is one of the most infuriating feeling in the world and no one wants to lose but it is necessary for learning. Failure is part of the process of success and with the right attitude, losing can be won. Stay glued to this episode and gain some golden nuggets about how to handle this emotional roller coaster and turn failures into an opportunity. Topics on Today’s Episode: What it feels to lose a bid and how Corey handled the situation Golden nuggets on the experience Proof that l...
163: The Launching Of Investor Fuel Cashflow Groups
April 20, 2021 10:05 - 26 minutes - 50.7 MBToday's episode is remarkable and one for the books as we are announcing the launch of the Investor Fuel Cashflow Group, which caters to everyone wanting to have a community with like-minded individuals. Either you have just started out investing, or having 100 or a thousand doors we have groups that basically fit everybody, this merger has one goal in mind: to go big and create the best multifamily investor space ever bolted on to the Fuel Family. To know more about Investor Fuel Cashflow G...
162: The Fundamentals Of Raising Private Capital Money
April 13, 2021 10:05 - 1 hour - 113 MBSooner or later, we all run out of our own money to invest in real estate deals. We are out there looking at different investment opportunities and finding a gem. This is why having the ability to raise private money for real estate investments is one of the most important skills you can develop as a real estate investor. But the problem is, talking to people about money can be awkward and uncomfortable, and our guest today will help us learn the ropes in raising private capital money. Mat...
161: Transformational Story Of Success At A Very Young Age
April 06, 2021 10:05 - 46 minutes - 86.5 MBLife is not a race as they say. Some people found their success in their 30’s, 40’s, 50’s, 60’s and some even in the late stages of their life. But only a chosen few are the exception to the rule. One of them is our guest who is out there raising multi-millions of dollars in his early 20’s. Kyle Marcotte is a 22-year-old multifamily syndicator. While Kyle was still a premed student and Division 1 Soccer player at UC Davis, he was able to syndicate two multifamily apartment buildings. These...
159: How The Investment Money Game In Asset Management Works
March 23, 2021 10:05 - 52 minutes - 74.1 MBAsset management refers to the management of investments on behalf of others. The process essentially has a dual mandate - appreciation of a client's asset over time while mitigating risk. Coming in hot is our guest, Karen Oeser. She has been doing multi-million dollar portfolio management for over 25 years. Prior to launching East Light Investments, she managed over $150 million in fixed income assets for Hart Capital Management, Inc. while also juggling the role of Chief Compliance Offic...
158: Should You Invest In Mobile Home Parks?
March 16, 2021 10:05 - 31 minutes - 60.5 MBJoining us in our episode is the amazing Paul Moore. Paul’s got a really interesting story. He did a little stint at Ford Motor Company and co-founded a staffing firm where he was a finalist for the Michigan Entrepreneur of the Year two years straight. After selling the staffing firm to a publicly-traded company, he began investing in real estate. He is currently a co-host of two highly recommended podcasts, namely, How to Lose Money and The Art of Investing, and a contributor to Fox Busin...
157: What’s Going On In The Marketplace And How Are We Gonna Win in 2021
March 09, 2021 11:05 - 30 minutes - 57.8 MBThe year 2020, for most people, was probably the worst year we have ever experienced. Businesses across different sectors are greatly affected and a lot of jobs or income was lost. But there is a light at the end of the tunnel. Vaccines are now rolling out and businesses are slowly and surely opening up. In our episode today, we are going to talk about how to bounce back in 2021. Joining us in today’s episode is David Lindhal. Dave is the Founder and CEO of RE Mentor. Starting with very li...
156: How A Mompreneur Doctor Built An Empire
March 02, 2021 11:05 - 44 minutes - 83.8 MBNo matter where you are, no matter where you’re at, the business of real estate investing is very doable. You do not have to wait to retire for you to start investing. Today’s guest is Dr. Erin Hudson, an accomplished ten-year entrepreneur as well as a wife and a mother of five. She is the proud owner of Hudson Wellness Centers in CA providing chiropractic services and serves as a director for a team of 30+ employees. Aside from being a chiropractor, she is a successful real estate investo...
155: How Hiring the Right People Makes All the Difference
February 23, 2021 11:05When you want to scale your business, one of the biggest challenges is hiring new people. It would take a ton of your money, time, and resources just to get them up to speed to your business. Our show’s guest is no other than Tony Javier. He is known as one of the top Residential Real Estate Investors in the U.S. and a speaker/trainer. Tony started his Real Estate Investing career in 2001 in Wichita, KS but now resides in San Diego, CA while his team runs his Real Estate Investing operati...
154: The Basics Of Multifamily Investing: Operations: How to Make Money in this Business (Part 5 of 5)
February 16, 2021 11:05 - 29 minutes - 57.1 MBHave you been wondering how the business works? The 5th part of our Back to the Basics series talks about how to make money in this business. Learning how to operate your business is so critical now than ever because if you do this wrong everything you have been building up can quickly go down the drain. Let us join Corey as he teaches us how to execute your vision and your plans for your company and how he can help us in navigating the pitfalls of the business. Topics on Today’s Epi...
153: The Basics Of Multifamily Investing: How To Underwrite Properties (Part 4 of 5)
February 09, 2021 11:00 - 33 minutes - 64.1 MBToday we are going to dive into a little bit more of the underwriting side of how to underwrite properties. We are going to give out tips and some rules of thumb on how we do underwriting at Kahuna Investments. We are going to share our insights on what conservative underwriting should look and feel like. Topics on Today’s Episode: Why do we underwrite? How emotions play a significant role in buying decisions Putting numbers in your calculator Rules of thumb for your expense sid...
152: The Basics Of Multifamily Investing: How To Get Deal Flow (Part 3 of 5)
February 02, 2021 12:00 - 28 minutes - 55.3 MBAs the pandemic brought the world almost to a complete stop, plenty of opportunities for potentials deals are also opening up. Today’s episode talks about how to find lots of deal flows. We are going to discuss how to get them and how to seek them out and we are going to explore the difference between good deals and great deals. Topics on Today’s Episode: Know the difference between single-family deal flow and multifamily deal flow. There is no secret on how to find deals How the ...
151: The Basics Of Multifamily Investing: The Secret Language of Multifamily Investing (Part 2 of 5)
January 26, 2021 12:00 - 32 minutes - 62.6 MBToday, we're gonna talk about the WORDS that you've got to know, you've got to understand to make sure that PEOPLE, your BROKERS, VENDORS and other related jobs don't think that you are a NEWBIE in this game! These MAGIC WORDS will help you to LOOK, SOUND and FEEL like it's not your first time in this business. To do that, you need to understand the LANGUAGE because it is different from the SINGLE FAMILY INVESTING WORLD! Topics on Today’s Episode: Understand the importance of the secre...
150: The Basics Of Multifamily Investing: How To Raise Private Money (Part 1 of 5)
January 19, 2021 11:00 - 49 minutes - 93.1 MBBuckle up, buttercups! Let's get ready for another ride! Today is the start of our 5-week program to go back to the basics of multifamily investing and the core things that we need to master to grow this business and live a life like no other. Most investors know that finding deals is one of the pillars in starting the multifamily space. However, for this episode Corey Peterson is going to dive deeper on how to raise private money. It's way more valuable to be able to bring capital than it...
149: How You Can Be Successful In Real Estate While On Fulltime Job
January 12, 2021 11:00 - 42 minutes - 80.2 MBDo you believe that a normal person like you, who works a full time job at another company, can still greatly achieve your financial freedom? If so, HOW? Today's episode is extraordinary! Prashant Kumar is here with us to share his journey to legacy wealth while working full time in an IT company. Prashant Kumar is an Enthusiastic, Passionate and Goal-oriented Multifamily Operator. He's the Founder and Managing Partner of MyRealtyGains.com. He's been in the real estate industry for 5 yea...
148: Doing A Deal Straight With The Seller
January 05, 2021 05:00 - 37 minutes - 71.5 MBWe all know that brokers play a vital role and relevant piece of the puzzle in real estate business. However, there may be times when you need to contact the seller directly to find the best deals. Listen to this episode as Chris Roberts shares his wisdom and unique experiences on how this process works. Today's episode is also a phenomenal story of achievement where Chris shares his journey in real estate and as he realized he needed his capital to work hard for him, he went through the ...
147 : What Happens When Investors Say No To Your Deal?
December 29, 2020 10:00 - 22 minutes - 42.6 MBHow many times have you thought it's gonna be a closed deal but actually not? How do you usually handle it? Do you get affected and does it lessen your self esteem and confidence? We usually experience all these mixed emotions and it's definitely NORMAL. Human as we are, getting discouraged is totally understandable. However, learning to embrace the "NO" would bring you a long way as it unlocks opportunities to start building relationships because most of the time, investors need to earn...
146: Why Do People Sell A Cash Flowing Apartment
December 22, 2020 10:00 - 21 minutes - 40.9 MBHave you ever considered selling a cash flowing apartment to build legacy wealth in real estate? If you haven't yet, take a moment to tune in to this episode so you would grasp tons of nuggets on the reasons behind selling a property that makes you money and quitting that current cash flow to double your profit! Today, Corey shares his personal story on HOW he was able to generate HUGE INCOME from a property he acquired 3 years ago at Catalina Village, Yuma, Arizona which suffered defer...
145: Podcasting: How To Go From Invisible To Influential
December 15, 2020 10:00 - 38 minutes - 73.6 MBNowadays, people are too busy to give full attention to watching videos or reading blog posts. That's the reason why Podcast is considered as a unique alternative way in giving valuable information, one of the most convenient and easy way to build a personal connection to audiences. In just a few years, podcasts have grown in popularity. More businesses are starting to discover the contribution of podcasting to their marketing strategies, attracting new audiences and building trusts with the...
144: Unlocking Your Mind. The Journey To Legacy Wealth 6 of 6
December 10, 2020 10:00 - 32 minutes - 62.3 MBA lot of people know their goals in life and what they want to achieve but they can't seem to understand the process of how to empower them. They know exactly what they are capable of doing but something's blocking them from maximizing it. It's not all about people's potential in doing things but also the difficulties that they encounter maintaining a healthy life between family and business. Tune in to this episode to better understand the steps and guidelines on how to unlock what's on you...
143: Scaling For Exponential Growth. Journey To Legacy Wealth Part 5 of 6
December 01, 2020 10:00 - 40 minutes - 75.9 MBA scalable business emphasizes exponential growth. In this episode, learn more on how to put this thing in a trajectory that you can not stop. In other words, once you get going, it does not only becomes good, but also becomes ludicrous! If you want to gain enough valuable nuggets that would help you in your financial journey to scale to the top and achieve success, then this episode is right for you! Topics on Today’s Episode: How important is exponential growth in a business? Why do w...
142: Choosing The Right Property Management. The Journey to Legacy Wealth Part 4 of 6
November 24, 2020 10:00 - 31 minutes - 59.3 MBSelf-managing can be very stressful for most property owners. It can be difficult to maintain the consistency of day-to-day operations and maximizing income of the property. This is one of the main reasons why a lot of property owners consider partnering with third-party services, such as a Management Company. Tune in to this episode to identify some important things that you need to consider when choosing an efficient and service-oriented Management Company. Topics on Today’s Episode...
Choosing The Right Property Management. The Journey to Legacy Wealth Part 4 of 6
November 24, 2020 10:00 - 31 minutes - 59.3 MBSelf-managing can be very stressful for most property owners. It can be difficult to maintain the consistency of day-to-day operations and maximizing income of the property. This is one of the main reasons why a lot of property owners consider partnering with third-party services, such as a Management Company. Tune in to this episode to identify some important things that you need to consider when choosing an efficient and service-oriented Management Company. Topics on Today’s Episode...
141: Choosing Your Market For Optimal ROI. Journey To Legacy Wealth Part 3 of 6
November 17, 2020 05:00 - 24 minutes - 47.2 MBWhile real estate investing is one of the best ways to make money, not all income brings the same rate of return for investors. Remember that where you invest makes a lot of difference. Tune in to this episode to identify some factors you need to consider when choosing your market to gain the most profitable investment property. Topics on Today’s Episode: Why is it important not to take real estate advice from stock brokers? Being careful when you listen to those who claim they are ...
140: Selecting Your Next Cashflow. Journey To Legacy Wealth Part 2 of 6
November 10, 2020 10:00 - 32 minutes - 61.9 MBUnderstanding your cash flow allows you to view a better path of your financial goals. In real estate, a positive flow will definitely give a good rate in return. However, cash flow is NOT the only key to gain better ROI. Listen to this episode as Corey Peterson explains what an investor like you needs to know on selecting your next cash flow journey. Topics on Today’s Episode: Is real estate the right vehicle? What is cash flow? What does it mean to invest? What is dumb money...
139: Sharpen Your Vision For Success. The Journey To Legacy Wealth Part 1 of 6
October 20, 2020 09:00 - 40 minutes - 77.1 MBWhen you try to start a journey on something new, there are lots of things going on. In real estate, you need a roadmap towards a clear vision on what you have and your ability to push past fear. In this episode, Corey Peterson will guide you to an overall knowledge of this multifamily game in real estate, how it is played and how it works. Topics on Today’s Episode: Understanding Time and Money Power of velocity and compounding effort Exponential curve about Life and Money How...
138: Discover the Power of Systems and Processes
October 13, 2020 09:00 - 38 minutes - 72.1 MBThere's a lot of important reasons why you should implement a business system. Mapping out effective business systems and processes can create better problem solving strategies and decision making in an organization. Listen in and discover how Randy Lawrence created the perfect business system and process that provides a strong framework for his company's growth and success. Topics on Today’s Episode: Strategic and System Oriented: Everything should be systematic approach Four Le...
137: How To Be The Lender And Not The Borrower
October 06, 2020 09:00 - 33 minutes - 64.3 MBMost new investors in real estate start with the traditional method-but is this the only way to create real wealth? Investing in mortgage notes is an alternative class with many benefits plus opportunities! In this episode, Jim Maffuccio, dives into what it means to invest in mortgage notes. Topics on Today’s Episode: What is debt? Toxic Assets: Buying Distressed Debt How Aspen Funds started? Create win-win situation: Keep the homeowners in their home with an adjusted payment ...
136: Getting Your Money To Pay You Twice
September 29, 2020 09:00 - 39 minutes - 74.6 MBIf you don't know what’s the best cash flow opportunity is right for you, listen in and learn how to help your money work for you. In this episode, the Anti-Financial advisor, Chris Miles shares how to maximize your wealth by giving you a game plan and a proven strategy that wealthy and successful entrepreneurs use. Topics on Today’s Episode: Think from an investors perspective: Go with the evidence! Competing with your dollar: Accelerating money with Real Estate What is a tax...
135: The Importance Of Having A Trusted Mortgage Banking Ally
September 22, 2020 09:00 - 37 minutes - 71.3 MBHow can you build a good relationship with your mortgage banker? Were your expectations met? Buying properties and looking for a perfect loan is a big deal. One key player in that process is your mortgage banker. They help and guide you through the process to have a smooth buying process. Listen in and learn the benefits of having a solid relationship with your mortgage banker! Topics on Today’s Episode: DUS Lender: Direct relationship with Freddie Mac, Fannie Mae and HUD Loan with...
134: The Path To Financial Freedom
September 15, 2020 09:00 - 40 minutes - 76.8 MBWhat does financial freedom look like? Are you stressed about your finances and tired of your JOB (“Just Over Broke”)? Setting yourself on the right path to financial freedom is not easy. You need to figure out where you want to be and look for a perfect system or process that will work and resonate with you. In today’s episode, Marco Santarelli founder of Norada Real Estate Investments, explains how SIMPLE it is to build wealth and create passive income through real estate investing! ...
133: The Power of Multifamily Investing: Why Mindset Matters
September 08, 2020 09:00 - 30 minutes - 58 MBAre you stuck in your real estate business? Do you know what you're driven to accomplish? Success in the real estate industry is not just having great opportunities and good education. It is also about having the right mindset and correct habits that will create great success for your business. In today's episode, the big Kahuna, Corey Peterson talks about how your mindset can change the game and who can determine your success or failure. Topics on Today’s Episode: Mindset Matters: ...
132: Freedom For Fun: From Money to Motorcycles - Remember Why You Got Started
September 01, 2020 09:00 - 51 minutes - 43.5 MBHave you always been interested in real estate, but not sure where to start or how to effectively get into the market? Today’s guest is Chad Wittfeldt from BlueSpruce Holdings. When only 17 years old, Chad started investing in the equities market. A few years later, he moved to currency markets. Chad joined BlueSpruce to apply his online media skills while learning about real estate. It’s his favorite asset class because of the controllability of inputs and outputs, risk aversion, and ta...
131: Trading Hours for Dollars: Creating Legacy Wealth on the Back Nine
August 25, 2020 09:00 - 47 minutes - 112 MBEven if you haven’t been in the multifamily space for long, it may only take sheer determination to get some deals. Anybody that puts forth effort in real estate can create cash flow. Today’s guest is Andy Vaughan, Principal of Back Nine Investors. He was in the insurance industry for 27 years and worked with several high-income net worth clients and business owners interested in real estate investing. However, Andy wasn’t wanting to be a landlord. Instead, he focuses on helping people in...
130: Multifamily Real Estate: Enjoying the Ride
August 21, 2020 09:00 - 43 minutes - 37 MBWhat could go wrong in the game of real estate, and how can you persevere? It’s the way you handle the ups and downs that makes the difference in the multifamily space. Today’s guest is Andrew Cushman from Vantage Point Acquisitions. Andrew shares his perspective on what’s working and what’s not in the multifamily real estate market. Topics on Today’s Episode: Enjoy the Ride: Multifamily real estate is like a roller coaster of ups and down Recessions and Real Estate: Leads to op...
129: Corey's COVID-19 Crisis: Confronting Immortality
August 11, 2020 10:00 - 28 minutes - 24.6 MBFor better or worse, the COVID-19 pandemic is everywhere and has impacted everybody. It’s not only changed lives, but businesses. Corey Peterson, the Big Kahuna, describes his own COVID story and what he learned during his stay in the hospital, treatments received, and road to recovery. Topics on Today’s Episode: Corey’s COVID: Flu-like symptoms, such as fever, aches, sweats, and fatigue COVID Test: Go to a rapid testing place to get results in 24 hours, not 10 days Family Affa...
128: Theresa Quintanar- The Power of Quality Relationships
August 04, 2020 10:00 - 40 minutes - 94.8 MBYou really don’t know or understand how much you affect people with what you do. What happens when you meet people and get them to know, like, and trust you? They’re willing to give you their hard-earned money. Today’s guest is Theresa Quintanar, one of my long-time investors who shares how we met, cultivated our relationship, and ultimately, gave me a lot of her money. What is Theresa’s side of the client/investor journey? Topics on Today’s Episode: Knock, Knock. Who’s there? Corey...
127: Triple A discusses the use of the Four-Part Funnel to Raise Capital
July 28, 2020 10:00 - 44 minutes - 37.7 MBTo raise capital, how do you attract and nurture people to know, like, and trust you? Why should they follow you, and eventually, give you their hard-earned money? Today’s guest is Adam A. Adams, who is known as “Triple A” in the real estate community. Adam educates investors through his real estate conferences, radio interviews, and Creative Real Estate Podcast. Adam’s one of Meetup’s top six organizers in the world and a master at getting people to move where he wants them. Topics ...
126: Due Diligence: More than Meets the Eye
July 21, 2020 10:00 - 45 minutes - 38.3 MBMultifamily Legacy Episode 127: Suggested Title: Due Diligence: More than Meets the Eye When Stuff Gets Real OR Due Diligence: Dark Side of Multifamily Investments Where can you go wrong and make mistakes? When doing big deals, investors should do things in due diligence. Some will do it, some won’t. Most are not afraid to roll up their sleeves and get dirty. Today’s guest is Jorge Abreu of Elevate, a real estate investment group that acquires value-add multifamily assets. Jorge’s constr...
125: Reasons to Always Pay with Credit: Teach Yourself and Your children
July 14, 2020 10:00 - 54 minutes - 127 MBHow’s your credit? Not too bad, or not too good? Do you need to increase your credit and decrease your debt to create wealth? Today’s guest is Rondi Lambeth, founder of Fortress, a financial services company. Rondi has helped more than 250,000 people increase their credit, reduce their debt, and create wealth. He is a FICO-certified credit professional and federally-approved/ court-appointed witness on credit. Topics on Today’s Episode: Credit Cards: Cheaper, more secure, and more p...
124: What's Your Why? Time, Money or Family?
July 07, 2020 10:00 - 41 minutes - 96.2 MBMost people get into the multifamily business for time and money. What’s truly important? It’s not about the money. What’s your reason, ‘Why?’ Today’s topic focuses on family. Choose to live the life that you should and by building a business that allows your family to have your time. Topics on Today’s Episode: Too Many Distractions: Steal your time and your time with your family Do the right things: Principles to live by include family identity and traditions Roses and Thorns: ...
123: Part Two: Face-To-Face Calls to Attract Passive Investors
June 30, 2020 10:00 - 37 minutes - 31.7 MBWhat are the next steps that you should follow to get potential investors to fill out and sign an accredited investor form? Today, Shelley Peterson continues her investor relations series on how to conduct face-to-face calls that attract passive investors. Topics on Today’s Episode: Source Potential Investors: Go face-to-face and get out into your community Target Avatar: High-income professionals wanting stock market alternative Presentation Form: Face-to-face method (mailers), or ...
122: Part One: Face-to-face Calls to Attract Passive Investors
June 23, 2020 10:00 - 42 minutes - 36.5 MBWhat can help you in your business? A spouse who always supports your ideas—good or bad. Today, Corey Peterson’s better half, Shelley, shares how to conduct face-to-face calls that attract passive investors. What to bring, what to say, and where to go? Topics on Today’s Episode: Supportive Spouse: Shelley’s full of grace and authority with great insight Face-to-Face Call Structure: Opening, key points, objections, and close to action Right Investors: Attract high-income producing pr...