The Four Step

Approach to
RAISING CAPITAL
FROM HNW
INVESTORS
 Personal Note From
Brad:

Hey there:

On behalf of my team and myself, I am SO excited you have taken the first few
steps in learning how to attract, raise and close HNW investor capital. If you’re
already doing it now to an extent, I simply want to help you do it better.

During our time together, I want to:

Help you better understand how to approach raising money from investors

Give you a “head start” and some tools you can use to begin approaching
investors quickly

AND... share with you the many mistakes many people make when trying to
raise capital.

After speaking with many entrepreneurs and business owners all over the world,
I understand how frustrating and overwhelming it can be trying to raise investor
capital.

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 Just when you think you’ve finally got it figured out, the investor you thought
would commit says “no thank you,” and it’s back to the drawing board once
again.

Well, during this Four Step Sales Blueprint, you’re getting everything you need to
go from where you are now to where you want to go...in as little time as possible.
I call this “going further, faster...” and it all centers around leverage.

Simply put, I want to share with you some of the things I know about raising
capital from investors so you can have maximum leverage and begin having
success.

Using the information and resources provided, I have no doubt that, if followed,
you will be on the fast-track to experience the same growth & success that so
many others have...all in just a matter of days.

The Four Step Blueprint is battle tested. It’s the same blueprint that I and many
others that have worked for me have used to literally raise millions of dollars.

Sound fair enough?

Looking forward to your success –

Brad Blazar
Founder – Capital School

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 Raise millions on the phone from investors – without spending lots of your
own money or investing in “high end events”

This Four Step Approach has been used by me

and numerous others to raise millions of dollars to
fund real estate deals, oil/gas drilling ventures, buy
business and pursue other opportunities needing
capital. It utilizes psychology in the sales process
and if used as outlined WILL work. Personally, I
built a multi-million dollar oil company calling on
investors this way – and then taught others to do
the same.
I would love to speak with you in a 1:1 setting to
review your goals and talk about the ways I can
help turn those dreams into realities. Over the past
30+ years, I’ve helped countless businesses either
raise capital or show them the ways to use Other
People’s Money (OPM) to build, buy, fund, or scale
their businesses. Raising over $2 BILLION (yes, with
a B!) in capital over the years, you could say I know
a thing or two about building extreme wealth. Now,
it’s time for me to help YOU. Simply fill out the brief
application below so I can determine if you’re the
perfect fit for this 1:1 Strategy Call. Then, I’ll have a
team member, or I schedule a call directly with you
so we can speak more.

>> Schedule a Call <<

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 THE 4-STEP PROCESS FOR CALLING ON HNW
INVESTORS AND RAISING MILLIONS

Before you start, get yourself in a High-Vibe Mindset first.

It’s NOT just skillset – it’s mindset as well…

This 4 Step Sales Outline is NOT intended to be used as a script, BUT it will give you the KEY
INGREDIENTS I’ve personally used to raise tens of millions from HNW investors. I know it works
because it not only has worked for me, it’s worked for others whom I’ve taught the process
to. Use it to understand the mindset and what needs to take place on each of the four calls /
conversations with your HNW prospective investor.

STOP SELLING AND START BUILDING A RELATIONSHIP

Nobody likes to be sold to. Stop trying to sell anything to anyone. Instead, show interest in the
prospect and focus on building a relationship. Give people the experience of building trust and
a relationship. You want to focus on asking lots of questions. Once people feel comfortable with
you, trust you and believe in your ability to execute on strategy – they will be inclined to invest
with you.
REMEMBER...IT’S NOT ABOUT YOU. IT’S ABOUT THEM…

FEEL GOOD AND POSITIVE

This is by far the most important thing to focus on before a sales call. It’s completely OK to
feel nervous but you’ve got to feel excited as well. Think about the person you are going to be
talking to… Really get into their world, under their skin and be grateful for the conversation you
are about to have with them – after all, they might be investing with you.
There are many things you can do to raise your vibration before the call: dance to your favorite
tune, go for a walk, meditate, think about closing millions of dollars. It’s ALL about coming across
excited about what you have to offer – they need to hear this in your voice.

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 LEAN BACK

Literally lean back in your seat as you are talking to your prospect. Your body will tell your
brain that you are OK which will dissolve any feelings of desperation or neediness. Plus, your
prospective client will have the space to lean toward you. * This is SO very important – you
cannot come across that you are desperate or show neediness in your approach. You must be
very nonchalant and actually give the prospect the impression that you have NOTHING to offer
in the early stages.

SLOW DOWN

Sales only occur in deep, life-changing conversations. You have got to slow down in order to
create a strong connection with your prospect. I recommend you block ½ to one hour for 3rd
and 4th call in this process. It takes time to invite someone to get closer to their trust in you and
uncover the fact that what you are offering (a wonderful opportunity) is something they actually
want.

DON’T BE SCARED OF ‘NOS’. ‘NOS’ ARE NOT A PROBLEM

YOU’LL FACE.....THEY ARE LEADING YOU TO A ‘YES’

If you feel the person you are talking to is qualified and interested, make an offer for them to
invest with you. It’s a disservice not to let people know what you have that could potentially
better their situation. Be brave. Most people will say ‘No’. In fact, most people will say
‘No’ before they say ‘Yes’. It’s your job to support them into making the best decision for
themselves...without being attached to the outcome. It’s also a disservice to leave people get off
the phone in indecision so invite them to make a ‘Yes’ or ‘No’ decision about working with you
before you end the call. Become a “closer.”

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 The 4 Step Call Outline

The timings below are for guidance only, but I invite you to use your intuition and go with
the flow of the conversation.

CALL NUMBER ONE:

The intent of this first call is simply to build an intro and introduce yourself, your company any
why you’re calling. Maybe they’ve indicated interest in what you’re doing. Maybe it’s a complete
cold call from a list of HNW investors. Doesn’t matter – you’re simply trying to “engage” the
prospect however you can.
Example: Hello, is this ________ ? Great, this is ________ from ______. The reason I am calling
today is to see if you’d have interest in _________? (if they say no, don’t hang up and/or end the
call – inquire why they responded that way)
I want to let you know I have nothing to offer you today, I simply wanted to know if you
_________________?
The focus on call number one is to simply build some initial rapport, introduce yourself, and let
them know right upfront you have NOTHING to offer or sell. You want to quickly disarm them. I
typically say, “I want to let you know I have nothing to offer you today, we typically give our prior
investors the right of first refusal on our ensuing offerings.” This lets them know you aren’t going
to “pitch them anything.”
“OK, so before we start I’d like to remind you that everything we discuss is strictly confidential.

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I like to ask a lot of questions to uncover what interests you as an investor and explore what
successes you’ve had in the past. (always check with them)

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 “OK, so before we start I’d like to remind you that everything we discuss is strictly confidential.
I like to ask a lot of questions to uncover what interests you as an investor and explore what
successes you’ve had in the past. (always check with them)
Good. So today I want to get to know you more and find out where you are and what you’ve
invested in before. If at the end of the call you’d like to know more about how we can work
together, we can discuss this at the end of the call, is that ok with you? (remember to always seek
their permission)
End the first call which is more of a discovery call by asking if you can send some materials for
them to review and become more familiar with your firm /company, what it is you do and some
of the benefits perhaps of what your company does. (Example: real estate offers some tax
benefits)
Send a corporate piece and perhaps a week later send a DRIP which is something of interest.

CALL NUMBER TWO – 8 TO 10 DAYS AFTER CALL #1

This call serves TWO purposes. It is designed to check-in to make sure they received the
materials you sent and follow-up, BUT it also uses some psychology to begin creating scarcity in
what you are proposing. People always want what they perceive they can’t get.
In placing this call, expect that they haven’t looked at what you sent them – that is fine. I’ll coach
you how to handle that.
When you call, first introduce yourself again and spend 1 to 2 minutes breaking the ice. Ask
about weather where they are, what they’ve done since you last spoke – simply initiate a
conversation. After a brief while, simply say, “I wanted to check in and make sure you received
the materials I had sent over.” If they say yes, ask if they’ve reviewed. Many times ,the answer is
no. Rather than hanging up and saying you’ll call back later, inquire if the materials are readily
available because there is a few pages in the materials you’d like to call their attention to – the
trick is to keep them on the phone with you to build engagement and a conversation. If they get
the materials, refer them to a page of interest or two – this typically gets them speaking, asking
questions, etc.
If they say they have reviewed, say great – do you have questions.
After you review what was sent, respond to any questions and continue to BUILD trust say once
again, “I’m sorry that I don’t have any specific deals or something I can share with you – WOULD
you like me to add you to our list so that in the event an opening appears in the future I can get
back in touch with you and share the opportunity / investment / deal?” Ask for permission. Let
them know you are simply adding them to a list in the event you have something of interest to
discuss at a future date. (this is the psychology of the sale – and it works)

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 CALL NUMBER THREE
– 8 TO 10 DAYS AFTER
CALL #2

BINGO! Finally, you’re now going to

call the HNW prospect and let them
know you’re simply “going down
your list of people that asked to be
called.” This is important – you HAVE
to have the mindset that, “some will,
some won’t, so what.” Do NOT sell
or push in any way. Actually, you want
to once again be very calm, collected
BUT present the opportunity.

I lead with this after I introduce myself again: “If you recall, you asked me to give you a call in
the event we had a small opening in one of our programs or on a deal, and it so happens we
do. I’d like to share it with you if you have a moment or two.” Then, go into detail on what your
proposing – the real estate deal, the oil/gas drilling opportunity, the business deal to invest with
you, etc. Here, you are basically “pitching the deal at a high level.” If you have a PowerPoint that
you can share by Zoom / email and walk them thru it, that is also great. Basically, you are simply
offering the opportunity to review the deal because the HNW prospect “asked” to be called.
In ending the call, make sure you send them ALL the details on the deal to review – the PPM, the
PowerPoint, the one-page investment summary – everything to look over.
In wrapping up the call, end with this: Mr / Mrs __________, as I’ve said before, we always offer
our existing investors the right of first refusal on ensuing opportunities. With that being said, I
don’t know whether what we are discussing today will be available in another week or two in the
event anyone else comes in. For that reason, I encourage you to review what I send over and I’ll
call to check in with you shortly. Also, is there ANYONE else (very important) that I can forward
materials to that you might consult like your CPA, etc? ** Here you are addressing the “deal
killers” that you can hopefully include in a follow up call when the need arises.

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 CALL NUMBER FOUR – 7 TO 10 DAYS AFTER CALL #3

The moment of truth. You are FINALLY asking for money. By now, you’ve established
a relationship, built trust and credibility with the prospect.
In call four, you want to once again take the same approach you took in call #2 when
asking if they received and reviewed the materials. Regardless of the answer – you
want to engage the prospect in reviewing what was sent. You want to “highlight”
the important parts of the transaction, deal or whatever you’re proposing. You want
to answer their questions and overcome any hesitancy or objections. Here, you are
“closing” rather than being a salesperson.
As you are reviewing the package you sent and responding to questions YOU need
to be in control of the conversation.
When you feel you’ve discussed the deal / opportunity in detail and got to a point to
close – you need to “shift the conversation” to actually now closing the investor on
the funds.
I typically simply ask, “now that we’ve discussed the opportunity and investment in
considerable detail, how much would you like to take? One unit, two units, three
units or NO units? Always, provide an out for them. Now you might get an objection
like – I need to think about it or something like that. Recognize a “stall/indecision”
and use your closing skills to isolate the objection and hopefully overcome it. Many
times, since you’ve asked the investor the way you did- they’ll come back and say,
“how much are two units in your program once again?” That’s when you say, “go get
your check book and a pen so I can tell you how to properly fill the paperwork and
subscribe.”

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Now, many deals might not be structured with units. Maybe your raising funds for a
business venture. So, you might ask, “how much do you want - $50K, 100K, $150k or
nothing… all depends on deal size, what you know about them from prior calls, etc.

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 When I had my oil company, I was dealing with a wealthy retired doctor that for some reason
wouldn’t commit. One night as I was speaking with him I said, “Dr. ______, it takes two things to
invest in an oil well.” He said, “what might those be?” I responded, “balls and money, which of
the two don’t you have?” He asked, “tell me once again how much 3 units cost?” At that point
I responded, “go get your check book and let’s get you onboard.” He became one of my best
investors and invested multiple times. My point is, you need to create “positive tension” and ask
for the investment – or you’ll never get it.
Congratulations! Hopefully, you’ve got a better understanding that this process stakes time –
about 4 to 5 weeks from initial contact to asking for money on the fourth call. Be patient, this
works, and I’ve raised millions with this 4-step process. You’ve got to be willing to make the calls,
follow-up and follow this process.
With a good HNW list of prospective investors to call – this is a low-cost way to begin raising
millions. Then you can train others to use the same process and scale to fund your real estate,
oil/gas or other ventures.
Using other people’s money (OPM) to build wealth isn’t easy as it does require effort – BUT for
those following this process and willing to make the effort the opportunities are endless.

Best of luck – We are here to consult and coach you to success!

RESERVE A FREE STRATEGY SESSION TO LEARN MORE AND ACCESS OTHER WAYS TO
RAISE MONEY FROM INVESTORS:

Learn More and Schedule a Call

Hey, if you want to learn how to do a better job

of approaching HNW investors, preparing a pitch
deck that sells your idea and understanding the key
principles to success in working with investors check
out my Capital School coaching and mentorship
program. It’s the same coaching program that
students have used in countries ALL over the world
to learn how to attract, raise and close HNW investor
capital so they can build, buy, or scale their business –
or fund a special project like real estate.

CLICK HERE

Learn more here and enroll today!

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