Investor Relations Are Really Sales

By |2023-08-02T12:12:53-05:00August 9th, 2023|Strategy|0 Comments

By taking some tips from the retail sales playbook, private lenders can maintain mutually beneficial relationships with their investors. Here’s what you need to know. Do you know it’s illegal to advise anyone to invest their money into something if they are not a financial investment adviser? The Securities and Exchange Commission (SEC) defines an [...]