Aug 4, 2020
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:
Links and Resources Mentioned:
“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
Text the word MONEY to 408-500-1127 to get my free private money program and credibility kit for single family.