At WealthBuilders, we help Property Professionals present their pitch to Investors. Whilst there is a due diligence process that is best covered by our IFA services, the marketing aspect can be a DIY work of art... or a masterpiece with our help! Our unique offering is to help create joint ventures between pension owners and property professionals in a legal and tax efficient way. This overcomes the problems caused by illegal 'pension liberation' schemes and the issue of very poor returns using annuities.

1. Investors…
…do their own due diligence on you.
This is the foundation of much of their
decision to say, “Yes!”… or “No!”
So it’s great to be prepared and make
sure you haven’t forgotten
the obvious.
The good news is that you can
make an amazing impression
even before you meet them
face-to-face…

2. No More
Investment
Headaches
Wealthbuilders.co.uk
Get it right and you
can feel like this
instead!
Of course, you’ll
have to check with
“Auntie Google”
first…

3. Auntie Google…
Before you do anything else, Google yourself!
Google is no respecter of persons – so if
inputting your name brings up stuff you’d rather
separate from your business image, it’s too late.
There is no distinction. It’s ALL business.
Like my cupcakes – make sure you’re consistent!

4. Social Media offers Social Proof
So make sure you get
recommendations and
endorsements on LinkedIn,
And develop at least 500
connections.
You can set up Company Pages
on both LinkedIn and Facebook.
If you want to develop your
pillar of Intellectual Capital,
Twitter offers the fast-track to
being seen as an
Industry Authority.
Making Your Point
LinkedIn is Your resume
Your credentials
Your credibility
Facebook is the Social You
It offers Social Proof
…or Damnation!
Twitter is Your heartbeat
The Internet is no longer passive
You need to be active each day
You need to be engaged
Breathe life into your marketing

5. You Get The Picture?
A picture paints a thousand words, so get a profile
picture that you are proud of. And change it once
every 3 months. This keeps you on your network’s
RADAR.
Take lots of pictures of your property journey.
Lots of other property professionals will have
similar offers to your own.
It’s your STORY that will make the
difference – and pictures can help
tell your story…
Your PowerPoint should tell the same story.

6. WATERS – The WealthBuilder’s Way
The way we structure Joint Ventures at WealthBuilders is to use Kevin
Whelan’s WATERS Formula:
 Win-Win - What’s the Win for your potential investors? What’s your win?
Alignment of values and timing is critical – share what you value.
Track-Record is the proof that creates credibility and trust, show it off.
Exit Strategies – have at least three exit strategies to offer security.
Relationship – state what kind of relationship you are looking for.
Structure – outline the legal framework proposed for Joint Ventures.
©Wealthbuilders.co.uk

7. Wealthbuilders.co.uk
 Google DD pass
 LinkedIn
 Facebook
 Twitter
 Profile Picture
 Property Pictures
 Testimonials
 Your Story
 Your Elevator Pitch
 PowerPoint
 WATERS
 Endorsements
 Recommendations
Happy Now? I am now that
I’ve got my
Elevator Pitch!