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Personal goals
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As the conversation unfolds, you want to get a better understanding of Randal’s situation and his financial goals for the future. Click on the questions you could ask to help discover more about his personal goals.

"Would you be interested in access to exclusive deals?"

"Would you want to know about priority access to IPOs?"

"Would you want to be on our wholesale list where we would contact you when an exclusive offer is launched?"

Would you be interested in access to exclusive deals?

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I’d be very interested, but I really don’t have time for long discussions every time an opportunity comes up.

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Would you want to know about priority access to IPOs?

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The earlier the better. Sometimes they close early or you can get scaled back in the general public offer.

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Would you want to be on our wholesale list where we would contact you when an exclusive offer is launched?

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Yes, if it’s information I can trade on quickly and get more information from someone directly if required.

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