Step 3- Be Intentional – Following the Rules of the SEC
After you’ve met some new contacts, explained what you do and how you can help them- people are going to want in. I will teach you the right way to continue an intentional relationship with them within the guidelines of the SEC.
Filling out the Accredited investor form- I will provide you with my accredited investor form and explain why it is needed.
My PPM lawyer Jillian Sidoti will join us to explain the SEC guidelines or raising private money, as well as PPMs.
Step 4- First Official Meeting – Credibility Kit
You’ve been intentional and are following the rules- it’s time to talk the process of how you handle their money within your deal.
I will provide you with my PDF of my credibility kit, that you are more than welcome to copy with your own branding and company.
I will walk you through how I sell my credibility kit page by page.
I will go over common objections and questions- so you’ll be prepared for anything.
I will give you the words on how to close and properly ask for their money