Short transcript of a conversation where Speaker A describes plans to obtain a Series 65 license and act as a fiduciary for private investments under Titan Impact Group (brokerage) and Landshark Mastermind (networking). The speakers connect fiduciary status and the Series 65 to increased trust, responsibility, and the ability to attract high-net-worth investors for a proposed $100 million stabilization fund.
Questions this video answers
Series 65 license.
Act as a fiduciary.
Titan Impact Group (brokerage) and Landshark Mastermind (networking).
A $100 million stabilization fund ("hundred million dollar fund").
Any standout moments where your board gave you a game changing insight?
Oh, absolutely. When we were talking earlier about starting the hundred million dollar fund, one of the things that we discussed was becoming a fiduciary. I'm going to be going and Getting my Series 65 license and acting as a fiduciary under the purview of Titan Impact and Landshark Mastermind. The Titan Impact Group will be our brokerage. The Landshark Mastermind will be a networking source. But me personally, I will have a Series 65 license and act as a fiduciary to all of our private investments.
It's such a powerful move and I have to say, stepping into the role of a fiduciary with your Series 65 license is a game changer. It's not just about the title, it's just about the trust and responsibility that comes with it. By acting as a fiduciary, you're committing to putting your investors best interests first, which aligns perfectly with the values of Titan Impact Group and the Landshark Mastermind. It's about integrity, transparency and creating a foundation of trust that will attract high net worth individuals and institutions alike. This structure is going to give your investors confidence knowing they're working with someone who's not only knowledgeable, but also legally obligated to act in their best interest. I can already see how this will elevate your ability to raise capital for the hundred million dollar stabilization fund.