You 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 wanting to be Theresa’s financial coach
Rejected: Single mother of two kids barely making ends meet says, ‘No’
Story Takes a Turn: Theresa has a change of heart and gives Corey $5,000
Great Results, More Money: Theresa gives Corey $20,000 saved for retirement
Risks/Tolerances: Financial advisors invest in stock market, don’t listen to clients
Joint Investment Money: Reach out, follow up, continue relationship, get referrals
Flipping Houses: Corey treated Theresa like a true lender with added insurance
Cheers to Corey! Check is in the mail and how Theresa decides to spend it
Transparency: Corey’s got your back and not a schemer, like some we know

Links and Resources Mentioned:

Quotes:

“You were good on your word.” - Theresa Quintanar

“Most people go into the stock market and sometimes, financial advisors just do what they think is best. They never really listen to their client.” - Corey Peterson

“We kept our relationship, even though you didn't have a dime of my money.” - Theresa Quintanar

“In this game of raising capital and doing good for people, it's always nice when someone doesn't keep you a secret.” - Corey Peterson

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.

Series 1 - Special with James Buckley