The Note Closers Show - The #1 Podcast for Note Investing

Best Practices for Marketing to Bank Asset Managers for Note Deals

May 6, 2025

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In this episode of The Note Closer Show, we dive deep into the best practices for reaching out to asset managers and how to distinguish yourself from the competition. Learn how to craft a professional image, avoid common pitfalls, and build credibility. We also share insights on the importance of a strong online presence, including LinkedIn and email marketing strategies.

Key Topics Covered:

Identifying Joker Brokers: Learn how to spot illegitimate contacts and avoid wasting time on unproductive leads.
Building a Professional Image: Tips on creating a professional LinkedIn profile, email account, and website.
Effective Outreach Strategies: How to use CRMs and email blasts to reach asset managers, plus the importance of follow-up.
Passing the "Smell Test": Ensuring you and your contacts appear legitimate and trustworthy through online presence and background checks.
Leveraging Social Media: The importance of consistent posting and updating profiles with relevant content like articles, case studies, and property pictures.
Networking and Due Diligence: How to research potential contacts and verify their credentials to ensure they are serious buyers or sellers.
The Importance of a Clean Online Presence: Get rid of messy stuff. Clean up the emails and make sure everything looks professional.

This episode provides actionable advice for note investors and real estate professionals looking to improve their outreach and establish themselves as credible players in the industry. Whether you're just starting out or looking to refine your strategies, this episode is packed with valuable insights.

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