Kaaren Hall, CEO uDirect IRA Services, LLC and OCREIA 

 

Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com. 

 

In this episode, Karen and Kaaren discuss:

• Success Story of Kaaren

• Commit to Get Leads

• Don’t limit yourself to only one way of bringing in leads. There are opportunities to get referrals that you are not tapping into. 

• Consult to Sell

• Private equity is the number one asset class for self-directed investors. Your retirement account can own a house and take out a loan. And it is not about your FICO score or how long you’ve been at your job. 

• Connect to Build and Grow

• Create the customer management system that works best for you and your customers. 

• Success Thinking, Activities and Vision

• Join mastermind groups that can help you to learn and grow in your role as owner of your business. 

• Sweet Spot of Success

 

"It’s a best kept secret that not everybody knows about the self-directed IRA. Not only can you use it to build your retirement, but you can build your retirement while you're helping other people build their business or fund their deal."- Kaaren Hall

 

 

*5 Minute Success - Listener Giveaway*

Go to https://udirectira.com/free-report/  to receive your FREE Report!

 

 

Connect with Kaaren Hall:

Website: https://udirectira.com/ 

Email: info@udirectira.com 

Facebook: https://www.facebook.com/uDirectIRA 

YouTube: https://www.youtube.com/c/uDirectIRA 

LinkedIn: https://www.linkedin.com/company/udirect-ira-services/ 

Instagram: https://www.instagram.com/udirectiraservices/ 

 

About the Podcast

Join host Karen Briscoe each month to learn how you can achieve success at a higher level by investing just 5 minutes a day! Tune in to hear powerful, inspirational success stories and expert insights from entrepreneurs, business owners, industry leaders, and real estate agents that will transform your business and life. Karen shares a-ha moments that have shaped her career and discusses key concepts from her book Real Estate Success in 5 Minutes a Day: Secrets of a Top Agent Revealed.

 

Here’s to your success in business and in life!

 

 

Connect with Karen Briscoe:

Twitter: @5MinuteSuccess

Facebook: 5MinuteSuccess

Website: 5MinuteSuccess.com

Email: Karen@5MinuteSuccess.com

 

5 Minute Success Links

Learn more about Karen’s book, Real Estate Success in 5 Minutes a Day

Karen also recommends Moira Lethbridge's book "Savvy Woman in 5 Minutes a Day"

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