Joining us on the show today is Brad St. Onge, Head of Partnership Development with InvestNext. He has been in Real Estate or Investments for almost 20 years. Over the last 5 years he ran a successful investor relations department then made the switch to InvestNext where his focus has been on helping IR departments successfully utilize technology to help grow their business.

For today’s episode we will cover: 

[00:00 - 7:12] Opening Segment.

• Getting to know Brad St. Onge.
• Introduction to investment management platforms.
• Making the investors' lives easier.

 [7:12 - 16:36] A seamless process and getting the trust of investors.

• Teaching the investors of their mistakes.
• Prioritizing the customer's success.
• Improving customer services.
• Incorporating training sessions.

 [16:36 - 22:26] Why having an application is important

• The development timeline.
• Always improving what is in the app.
• Streamlining the process through apps.

 [22:26 - 29:02] Standing out with apps in the present time.

• How to stand out in a crowded market.
• Working with people who are fluent in technology.
• Why you should stop using excel.

 [29:02 - 38:38] The limited partner side of the business.

• The different kinds of passive investors.
• Making a good experience for the investors
• Filtering out common questions
• Stop making work for your investor
• Using Pragli with your team and your investors
• Utilizing loom to teach in and out of your company

 [38:38 - 42:05] The best way to serve the customer database

• Throw your ego away
• 2022 plans

 [42:05 - 44:26] Closing Segment.

• Final words from everyone

Tweetable Quotes: 

You only have so much time for them to invest. So if the process is hard, they might just say ‘I’m not going to do this, I’ll just go to the next deal.’ - Brad St. Onge

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