How Financial Advisors Use Real Estate to Help Their Clients
Manage episode 481440077 series 3582105
YouTube Description: In this episode of Deeds in the Desert, Chief Compliance Officer Misty Bethany and President, Carrie Cook, joins us to break down how Registered Investment Advisors (RIAs) can leverage Ignite Funding as a strategic alternative investment solution for their clients. We dive deep into how due diligence is conducted, how onboarding works, how advisors maintain control of client relationships, and how risk is transparently managed. If you're an advisor exploring alternatives outside of stocks, bonds, and mutual funds—this episode is for you.
Learn how to diversify client portfolios with trust deed investments.
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125 episodes