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