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Multifamily Legacy Podcast

Jun 30, 2020

What 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 email campaign (opt-in)
  • Lead Magnet: Pique potential investor’s interest by giving them something
  • Research: Review answers to questions on potential investor questionnaire
  • Record: Contact potential investor and document post-call notes via CRM
  • DocuSign Email: Send potential investor an accredited investor form to fill out
  • Do’s and Don’ts: Be engaging but avoid feature puking during calls
  • Investor Types: Passive investors want cash flow; active ones want big payout
  • Substantive Relationship: Ask financial questions to uncover investor’s needs
  • Servant State of Mind: How can you help? Always have investors’ goals in mind
  • Supporting Pieces: Credibility Kit shows brokers/potential investors track record
  • Processes and Procedures: Trusted Kahuna Cash Flow; take breaks to check-in
  • Goal: Set standards/expectations early on to get signed accredited investor form
  • Investor Binder: Access to PPM, K1s, and other documents
  • Tickler File: Always get investor’s mailing address to send mail campaign
  • Differentiator: Get your brand, your name out there to those ready to invest

Links and Resources Mentioned:

Quotes by Shelley Peterson:

“I’m a people person. I love people. I can do this all day long.”

“You want to know a lot about that person. They may not be a good fit for you and your company. They may not be the type of investor that you want to be in your deals.”

“It’s very important that you establish where folks found you because that’s going to show you what’s working in your systems.”

Always Ask: What do you do for fun?


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.