How to catch a whale

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Dec 1, 2011 1:43 pm

I am a newly Registered Rep, Series 6,63,65.  I have several contacts some would call "whales" Challenge is...This group of Philanthropist are from a range of industries who know me from fundraising and non-profit work wtih Theatre Arts Companies.

We have been in contact a few times over the past few years, as I have moved 1500 miles away. I plan on going back to my home town and rekindling my past relationships, but I am not sure of how to approach them with my new Business Venture.  Me wanting to gain their business and have them invest with me.  Is there any way a major real estate developer can include me in his work.  For example, holding funds while his projects unfold (what product would be best for that).    

I would like suggestions on how to spark conversations, suggestions on references for outstanding scripts and any insight would be helpful.

Dec 1, 2011 3:48 pm

Gotta get that S7 to be taken seriously....