Heavy Hitters – Million Dollar Portfolio Investors In the business world, namely when procuring investor lists and investor leads, there is always buzz around the term “Accredited Investors”—and while there should be, we must pose the question, “What’s better than an Accredited Investor?” Should you need a reminder, …
Crowdfunding: “Why Seek Accredited Investors?”
Crowdfunding—Well, if you haven’t heard of it by now, this article should bring you up to speed and explain why your next crowdfunding marketing campaign will need to target “Accredited Investors.” Crowdfunding at a Glance: Still considered a relatively new industry, crowdfunding is “the practice of funding a project or venture by raising many small amounts of money from a …
SEC Repeals Ban on Securities Advertising to Accredited Investors
Recently, the Securities and Exchange Commission amended Rule 506 of Regulation D to implement Section 201(a) of the JOBS Act, meaning companies and investment firms can openly advertise the sale of securities. Prior to July repeal, even accredited investors or those with accredited investor status were not privy to open, public solicitations to buy securities. “In connection with this new …
Accredited Investors: The Primary Source for Capital
Accredited Investors are the most sought after yet highly scrutinized individuals when it comes to their profile for participation within public and private equities as well as providing access to private capital. The statistics and research on the distribution of wealth across the U.S. varies according to source however Accredited Investors or “millionaires” for the most part make up the …
The Daily Dozen: A Sales Prospecting Strategy
(Part 2 of 3)
CHOOSING THE RIGHT MAILING LIST: Ok…so now you have your first batch of 12 Direct Mail letters to send to your prospects. The next step is to find a list of prospects to send them to. A “list” is the pertinent contact information about the prospective client: The contact’s name, postal address, the company name (if B2B), city, state, zip, …
(Part 2 of 3)