Catherine BellEmpowering Women to Create Financial Freedom Through Passive Income, Real Estate, and Social Impact

3 Questions to Find REAL Investors (No More Lies!) #shorts

5 May 2026 · 1 min

Watch on YouTube

0:32

In this brief YouTube short, two speakers discuss a practical three‑question screening method for quickly confirming whether a prospect is a genuine accredited investor, bypassing the unreliable "are you accredited?" question. The questions are: (1) Are you currently invested in something? (2) Is that investment over $1 million? (3) Can you spend 30 minutes discussing how to invest another $1 million? If a prospect answers yes to all three, the speakers treat them as a qualified investor; otherwise, they are redirected to a webinar offering a lower‑commitment investment opportunity. The dialogue highlights the need to avoid false claims, streamline qualification, and use a webinar as a funnel for non‑qualified leads.

Chapters

Did you see the deals today in The Deal Room? So that there's basically 3 qualifying questions. And instead of just coming out and saying, are you accredited investor? Because you know damn well they're going to lie about it. I ask them if they're currently invested in something and if they're currently invested in something, is it over $1 million? And if it's over $1 million, do they have the time to sit for 30 minutes and talk about how they want to invest another million dollars? And if they answer yes to all 3 of those questions, now I know they're accredited investors. If not, they're going to get pushed over to the webinar. Right.
That's why, that's why I love that, because it's like, if they don't qualify, it's like, oh, by the way, we've got this investment. By the way, it's okay.