MultiFamilyLegacyPodcast

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

Tweets/Quotes by Shelley Peterson:

“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.”

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