Player FM 앱으로 오프라인으로 전환하세요!
What It Means To Deliver A White Glove Experience When Times Are Tough - E802 - RMR
Manage episode 400121765 series 2407926
Hey, everyone! Welcome back to the show. I'm thrilled to have Courtney Moeller, an exceptional Capital Collective member and integral part of our inner circle, on today's episode. It's been almost a year since she joined, and let me tell you, Courtney has been a rocket ship in our community.
In this insightful conversation, Courtney reflects on her incredible journey over the past year and shares key takeaways. Coming from West Texas with a background in oil and gas, Courtney initially ventured into syndication to raise capital for real estate. However, she quickly discovered the powerful synergy between the tax benefits of oil and gas and other investment opportunities.
We delve into the importance of communication and the white glove service Courtney provides to her investors. She emphasizes the value of personally reaching out, sharing updates, and navigating tough conversations. Courtney's approach to building trust and offering a genuine, caring experience sets her apart in the world of capital raising.
Listen in as we discuss the tactical aspects of investor relations, including personalized text messages, occasional updates, and the impact of physical gifts. Courtney's insights provide a roadmap for capital raisers looking to cultivate strong, lasting relationships with investors.
Don't miss this episode filled with valuable tips on delivering exceptional investor experiences.
Resources mentioned in the episode:
- Courtney Moeller
Interested in investing with Asym Capital? Check out our webinar.
Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors.
Tired of scrambling for capital?
Check out our new FREE webinar - How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.
560 에피소드
Manage episode 400121765 series 2407926
Hey, everyone! Welcome back to the show. I'm thrilled to have Courtney Moeller, an exceptional Capital Collective member and integral part of our inner circle, on today's episode. It's been almost a year since she joined, and let me tell you, Courtney has been a rocket ship in our community.
In this insightful conversation, Courtney reflects on her incredible journey over the past year and shares key takeaways. Coming from West Texas with a background in oil and gas, Courtney initially ventured into syndication to raise capital for real estate. However, she quickly discovered the powerful synergy between the tax benefits of oil and gas and other investment opportunities.
We delve into the importance of communication and the white glove service Courtney provides to her investors. She emphasizes the value of personally reaching out, sharing updates, and navigating tough conversations. Courtney's approach to building trust and offering a genuine, caring experience sets her apart in the world of capital raising.
Listen in as we discuss the tactical aspects of investor relations, including personalized text messages, occasional updates, and the impact of physical gifts. Courtney's insights provide a roadmap for capital raisers looking to cultivate strong, lasting relationships with investors.
Don't miss this episode filled with valuable tips on delivering exceptional investor experiences.
Resources mentioned in the episode:
- Courtney Moeller
Interested in investing with Asym Capital? Check out our webinar.
Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors.
Tired of scrambling for capital?
Check out our new FREE webinar - How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.
560 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.