In this guest appearance on the Passive Wealth Strategies for Busy Professionals podcast, Kim Lisa Taylor shares her insight concerning the mistakes that most syndicators are making – or are prone to making — today and the steps they should be taking to raise private money legally. Among the points covered:

  • Establishing a substantive relationship with potential investors before pitching a deal
  • When you can, and cannot, advertise your deal
  • Determining investor suitability
  • The best way to do your own recordkeeping
  • Dealing with foreign investors
  • Effectively marketing your deals
  • And more.

To listen to the entire podcast, click here.

To read the podcast transcript, click here.

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