Understanding and Finding Credible Investments (Part 2) – Burt Copeland: Ep #483

We’re back with the second half of my conversation with Burt Copeland. (If you missed the first part, go back and catch up on what a CFO really is and gain appreciation for what they can do for your business.) In this episode, we’re discussing what we do in Freedom Founders in regards to due diligence and building a solid vetting process for investing.

Listen in as Burt and I talk about why we need to have a better understanding of financial management and the allocation of capital. We also talk about the importance of knowing what goes on behind the curtains and how our investments are being carried out. Don’t miss this important conversation that will help you better understand the process of weighing, choosing, and managing the right investments for your goals.

Minute Markers:

2:21 – Where we are in the market cycle.
4:36 – Why people invest in real estate and the key elements that lead to credibility.
8:15 – How to know when to take action on an investment.
11:02 – Important things to remember when deciding to take a risk.
13:12 – Where people often go wrong and what Burt has seen that triggers things to go wrong.
18:11 – Questions to ask when looking into a potential investment.
20:42 – The importance of asking tough questions.

If you like this episode, here are more episodes we think you’ll enjoy:

Burt Copeland – Why You Need a CFO (Part 1) – Ep #482
Darlene Fizgerald Root – It’s All Good Until It Isn’t – The Due Diligence That Most Investors Fail To Do – Ep #372
Lance Pederson – Trust But Verify: The Key To Due Diligence – Ep #330

Featured on the Show:

#burtcopeland #chieffinancialofficer #duediligence #investment #investmentprocess #investmentvetting #newlifecfo #riskmanagement

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