Investing is like sex... You need to make sure you're suitable. Carrie Cook, President of Ignite Funding, and Misty Bethany, Chief Compliance Officer, discuss financial suitability, emotional suitability, and mental capacity.
Timecodes:
00:00 Intro
00:30 Suitability to Invest
6:35 Get to know your client
9:30 Financial Suitability
16:30 Emotional Suitability
20:00 Mental Capacity
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted.
Follow us on social media: -Instagram -Twitter -LinkedIn -Facebook -YouTube -TikTok
Schedule a free Investor Consultation
Download FREE 8 Steps to Trust Deed Investing Whitepaper
Disclaimer: Ignite Funding, LLC | NVMBL #311 | AZ CMB-0932150 | | Money invested through a mortgage broker is not guaranteed to earn any interest and is not insured. Prior to investing, investors must be provided applicable disclosure documents.
In this engaging and informative podcast, we delve into the heart of our clients' feedback and explore how their voices shape the future of...
In this episode, Kate Butta, Business Development Executive, goes over the 8 Steps to Trust Deed Investing at Ignite Funding. Timecodes: 1:35 Step 1...
Explore Communication at Ignite Funding with Misty and Izzy in this Deeds in the Desert episode. Delve into the intricacies of what communication awaits...
