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Launch Your Funding Business

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LEADS LEADS LEADS. DAC Biz Development

3/14/25

Introduction and Background:

  • David Rutz is the leader of David Allen Capital (DAC).

  • DAC: Founded almost 10 years ago, DAC focuses on helping business owners with financial needs and offering commissions to agents. They have helped fund hundreds of millions of dollars and built a large agent network.

Company Structure and Partnerships:

  • Corporate Team: Solid and dedicated to the company's mission.

  • Partnerships: Strong partnerships with Bridgepoint, led by Wade Cordell, and Bank Breezy for the funding platform.

  • Lender Relationships: Continued improvement with careful selection to protect clients.

Agent Network and Opportunities:

  • Agent Model: Encourages independence and offers the ability to earn commissions on funding deals without mandatory recruitment.

  • Training and Support: Continuous development of systems, including a learning management system, to support agents without additional costs to them.

Business Strategy:

  • Funding Platform: Provides a competitive edge with offers from over 20 providers, a simple 5-minute application process, and a $500 best offer guarantee.

  • Lead Generation: Emphasizes warm and cold market outreach techniques.

  • Warm Market: Reaching out to personal contacts, leveraging relationships.

  • Cold Market: Recommends outreach strategies like canvassing and engaging with businesses personally.


Lead Generation Techniques:

  • Methods:

  • Warm Market Outreach: Phone, email, text, direct messages, and social connections.

  • Cold Market Outreach: Introductions to new businesses using publications, directories, and physical presence.

  • Social Media: Encouraging agents to post videos and engage with communities online for maximum outreach.


Challenges and Recommendations:

  • Integrity and Value: Importance of believing in the product's value.

  • Avoiding Costs: Advises against buying leads due to ineffectiveness and low return on investment.

  • Training and Education: Emphasizes regular training sessions for agents to improve skills and understanding.


Personal Development:

  • Activity Level: Active outreach is essential for success.

  • Empathy and Connection: Encourages understanding of business owners’ challenges to relate better.


Conclusion:

  • Vision for Agents: Strong belief in the potential for agents to earn significant commissions with the right activity level and strategy.

  • Entrepreneurial Spirit: Highlights the freedom and potential within DAC for those who are motivated and proactive.

  • Continuous Growth: Encourages agents to use the available resources and strategies to increase their understanding and success within DAC.


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