Last Updated on June 12, 2017 by John Fischer
To find an accredited investor you make search for them in the right place. Names and contact numbers that have been gathered by call center operators with no specialized knowledge of the financial industry are not likely to include such investors. You must look elsewhere for these kinds of leads, and you must be prepared to spend the money needed to get them.
Hard work, clever tactics, and deep intelligence are important attributes of one who wishes to succeed as a professional investment manager. However, these character traits alone will only get you so far. Having the right contacts will advance you even further in the field and set you up to close the kind of deals that will see a significant increase in your conversion rates.
As someone who is determined to find new business and has the stamina to keep going until you meet that goal, having the right contacts is invaluable. The last thing you want to do is waste your time chasing long-shots and dead ends, or dealing with wrong numbers and disconnects. You want to put yourself in a position in which you can direct your energies toward productive use. This can only be done by making contact with people who are serious about working long-term with investors to make their money grow.
An accredited investor are people who have proven themselves reliable investors by their track record, operations, and stated business aims and interests. The contacts you will find on such a list have been thoroughly vetted by top brokerage and equity firms. You will be able to enter into a constructive dialogue with such individuals. Instead of spending hours on the phone in a futile effort to explain the value of particular investments you will be able to involve yourself in an intelligent conversation that will likely lead to a close and a sell.
Accredited investor lists are highly sought after because they have been put together by professionals who know the people on them and their businesses. Quality control has already been done, so you don’t have to hope that the list you have will lead to a breakthrough and help you find accredited investors. Getting ahead as an investment manager is difficult enough. You should have to spend your time and talents speaking to someone who has no intention of going all the way. Your best move if you’re just starting in the business is to get your hands on leads that you know will produce early successes. That is something that should be seen as an opportunity costs, because it is an act that will pave the way towards further achievements.
If you are looking for an alternative strategy to cold calling or working from generic lead lists, then accredited leads may just be the thing you need. It will help you reduce the strain, stress, and futility of making contact with people who have no real interest in working with you or anyone else in the investment community. The first thing you should do as a new professional is to find accredited investors.