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Intro to Finding Quality Sponsors and Deal Flow for Investment Funds 

Sharon Winsmith
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Finding Good Deal Flow for Investment Funds Course (accredited investors only) ▶️ sharonwinsmith.com/deal-flow-...
This video is an intro to my course on my process for finding quality sponsors and good deal flow for investment funds. I start by telling you about the most embarrassing investment I've ever made and how to avoid making that same rookie mistake. I also explain what a fund sponsor does and share some tips for avoiding bad sponsors.
If you want to understand my process for finding quality sponsors and good deal flow, check out my course where I cover this in detail. 👉🏻 sharonwinsmith.com/deal-flow-...
Video Contents
00:00 - Intro
01:22 - The Most Embarrassing Investment I've Ever Made
03:28 - What Is a Fund Sponsor?
06:51 - Tips for How to Avoid Bad Sponsors
⚠️ Exercise caution before using this strategy. Do your own research and make sure you fully understand the risks you are undertaking!
💡 I do not work with clients or offer any consulting services. If you want to learn more about the best tax and investment strategies, subscribe to my channel and check out these courses ▶️ sharonwinsmith.com/courses/
The information provided in this video is owned by Winsmith Tax LLC and is solely for informational and educational purposes. It is not intended as investment, legal, or financial advice. Always consult with a professional familiar with your unique situation, or conduct your own research before making any decisions. We might receive commissions for recommending certain products or services.

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9 июл 2024

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Комментарии : 14   
@sharonwinsmith
@sharonwinsmith 8 месяцев назад
Finding Good Deal Flow for Investment Funds Course (accredited investors only) ▶ sharonwinsmith.com/deal-flow-for-funds/
@estherch8394
@estherch8394 6 месяцев назад
Is the class need proof of accredited investor letter?
@MoneyOpulence
@MoneyOpulence 8 месяцев назад
Very educational presentation. Thank you for sharing this!
@sharonwinsmith
@sharonwinsmith 8 месяцев назад
Glad it was helpful! Thank you for watching!
@stancliffe2
@stancliffe2 2 месяца назад
Thanks
@khafreahmose8768
@khafreahmose8768 2 месяца назад
You have to be talking about Robert Kiyosaki! I feel on that trap too!
@ELconomics101
@ELconomics101 8 месяцев назад
Hello Sharon
@polish2x91
@polish2x91 Месяц назад
Lol tell me you’re talking about Brandon from Bigger Pockets without telling me
@ELconomics101
@ELconomics101 8 месяцев назад
Did finra come out with the exam for non accredited investor's who don't qualify off of income but the can become sophisticated??
@sharonwinsmith
@sharonwinsmith 8 месяцев назад
There a few limited situations where you can qualify as an accredited investor without meeting the income test. One way is to get one of the licenses specified by the SEC. I believe one example is a Series 65.
@ELconomics101
@ELconomics101 8 месяцев назад
Yeah I'm studying for the series 65 exam now
@sharonwinsmith
@sharonwinsmith 7 месяцев назад
Awesome - good luck!
@mrwarbucks9717
@mrwarbucks9717 4 месяца назад
Sounds like Grant the shiester Cardone
@sharonwinsmith
@sharonwinsmith 4 месяца назад
I would 100% NEVER invest money with Grant Cardone. I talk a lot about not investing with these influencers who also have funds.
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