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:
- 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:
- Edward Jones
- BP Oil
- Workers’ Compensation
- Bernie Madoff
- Kahuna Investments (Deal Room)
- Kahuna Boardroom
- Kahuna HQ
- Multifamily Legacy Podcast on YouTube
- Multifamily Legacy Podcast on Facebook
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.