The Untold Secret to Building Your Ultimate Investing Dream Team—And Why Going It Alone Could Cost You Everything
- Investor A is overwhelmed and exposed.
- Investor B is confident and compounding.
And here’s the truth: Building your team is an investment strategy in itself. The key is to start lean, scale smartly, and level up team members as you grow.
How to Build Your Investing Team the Smart Way
Step 1: Know your core four
These are the four foundational roles every serious investor needs as they grow.
1. Financial expert:
- Helps define your goals, timeline, and risk tolerance
- Keeps your investment strategy aligned, so you’re not constantly chasing the next shiny deal
- Red flag: If your financial advisor doesn’t understand real estate or private placements, they’re not the right fit.
2. Tax strategist:
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