Trust, Personalized Service, and Exceeding Expectations with Randy Stoltz - Clear Direction Investments
In this episode, Justin Neagle interviews Randy Stoltz, the founder of Clear Direction Investments. They discuss the company's establishment, philosophy, and investment strategies. They delve into risk management, team building, the value of business coaching, and succession planning. They also explore client relationships and the importance of personal connections.
Key Points
- Clear Direction Investments was born from the founder's desire to offer a diverse range of investment opportunities, including traditional investments and private placement in real estate, to meet the needs of accredited investors.
- Building long-term relationships with clients, based on trust and personalized service, is central to the firm's philosophy of putting people first and finances second.
- The firm's approach to investment management emphasizes the importance of face-to-face interactions, understanding client needs, and managing expectations for sustainable, long-term financial planning.
Connect with Randy - LinkedIn: https://www.linkedin.com/in/randy-stoltz/ Website: https://cleardirectioninvestments.com/ Phone: 602-889-6500 Connect with Justin - LinkedIn: https://www.linkedin.com/in/justneagle/ Website: https://www.spotmigration.com Learn More About Keymakers - LinkedIn: https://www.linkedin.com/company/keymakers-az/ Website: https://keymakers.org/ Do you want to be a guest on the show? Go to https://buildingscale.net/guests Need to discuss your IT and Cybersecurity Strategy? Go to https://buildingscale.net/help
*There are material risks associated with investing in private placements, DST properties and real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potentially adverse tax consequences, general economic risks, development risks, and potential loss of the entire investment principal. This is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC of which is independent of CIS and CAM. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. CIS and CAM are also independent of the Campus Advisers and Alliance companies listed herein. All entities do not offer tax or legal advice. Please consult with the appropriate professional regarding your individual circumstance.
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Transcript
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