Jul 10, 2018
Only a novice in the industry,
Adam Sypniewski witnessed the benefits of a self-directed IRA in
the year 2008. It was the time when investors started pulling their
investments from public securities due to the economic downturn.
The turn of events shed light on the industry given its leniency
over asset diversification in terms of investment. Now,
Adam is a senior member of the
business development team at Midland IRA, with over 10 years of
experience in alternative investments and custody solutions
for capital raising advisers,
investors, and other financial service providers. On this episode,
he shares what is a self-directed IRA, its difference from a
traditional IRA, its limitations and qualifications, and how
capital raisers can leverage this industry.
Key Market Insights
Bull’s Eye Tips:
Winning Self-directed IRA: Know all your options.
Tracking Marketing Changes: Have a good compliance team, and be involved in self-directed IRA communities..
Daily Habit: Prospecting, prospecting, prospecting
Game of Thrones by George R. R. Martin (geopolitics, fantastical history repeats itself if you can believe that)
Prospecting tools - Regulation D
“Do some homework on each and every person that you choose to put your money with.” - @MidlandIRAdam
“Make sure that you do your homework in terms of who the fund manager is or the investment sponsor. It’s because that person is really taking your livelihood in their hands.” - @MidlandIRAdam
“As a sales person, making new connection, engaging new people is your lifeblood.” - @MidlandIRAdam
Places to Grab a Bite:
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