122: Part One: Face-to-face Calls to Attract Passive Investors

What 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 professionals
• Who to contact, or not? Specific and accessible professionals and offices
• Goal: Obtain and provide informational/educational discussions for decisions
• Prep and Packing: Visual aids, giveaways, and other fun stuff
• Appearance: Look the part when representing your company, products, services
• Customer Relationship Management (CRM): Enter name, email, mailing address
• Thank You: Send card, create tickler file, but don’t overwhelm customers

Links and Resources Mentioned:

• Shelley Peterson on Instagram
• S. Securities and Exchange Commission (SEC)
• Real Estate Investment Trust (REIT)
• Infusionsoft
• Kahuna Boardroom
• KahunaHQ
• Kahuna Investments
• Kahuna Cashflow on Instagram
• Multifamily Legacy Podcast on YouTube
• Multifamily Legacy Podcast on Facebook

Quotes:

“We all know that we should have some sort of real estate in your portfolio.”

“There are other ways that you can invest your hard-earned dollars.”

“I’m not peddling drugs. I’m peddling an earlier retirement.”

“People are people. They want to feel special, and they want to feel like they are important.”

 

Don’t forget to download my Free Workshop Quick Start Video Series, and if you like what you have heard please leave a review on iTunes.

 

Text the word MONEY to 408-500-1127 to get my free private money program and credibility kit for single family.