CRS251 Brandon Bruckman: Can A Capital Raiser Work With An RIA (Registered Investment Advisor)? episode artwork

EPISODE · Feb 16, 2023 · 40 MIN

CRS251 Brandon Bruckman: Can A Capital Raiser Work With An RIA (Registered Investment Advisor)?

from The Capital Raiser Show · host Ruben L Greth

Brandon is an RIA and he broke down what that means and how he works with Real Estate Syndicators. Some of the topics we went over include:   What Is an RIA Registered Investment Advisor? When do RIA's discuss Real Estate Syndications Helping clients invest in passive investments from 1031 exchanges How do RIA's get compensated? How do you get designated as an RIA? Training your investors to expect a reasonable return Vetting Sponsors Emotional vs logical responses from investors Should Sponsor's seek RIA's as a source of capital? Do RIA's look for impact or charitable sponsors? investwithinsight.com   Check out pitchdecks.com for all your marketing and syndicator video needs like the Capital Raiser Show. If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth

Episode metadata supplied by the publisher feed · Published Feb 16, 2023

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CRS251 Brandon Bruckman: Can A Capital Raiser Work With An RIA (Registered Investment Advisor)?

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