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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