Scott: We are excited to have Haley Gant. She joined us from Quest Trust Company. If you don’t know her, she is a rock star at Quest Trust Company who does an amazing job with the Dallas office and the whip behind the Quest Expo. Haley, thanks for joining us.
Haley: I’m super happy to be here. We’re gearing up for the Quest Expo, so it’s pretty much all our lives are revolving around. We’re super excited about it. I can’t believe it’s finally almost here.
Scott: For those that don’t know who you are, Quest Trust is a sponsor of the show and we’re huge fans of the company as well. For those who are reading across the country and Note Nation. Across Tampa to Long Beach, talk a little about Quest Trust Company and your background.
Haley: My name is Haley and I am one of our IRA specialists with Quest Trust Company. My role is to teach investors or Americans pretty much anyone out there how to use their IRA or old 401(k) to invest into real estate and private assets such as real estate, notes, apartments and lots of different options. Instead of having all of your retirement money invested in the stock market or publicly traded assets. At Quest, we are a self-directed IRA custodian. We hold the same types of retirement accounts that you find at any other custodian or brokerage throughout the US, but the biggest difference is the types of assets that we pulled. Real estate, promissory notes, private entity investments. You name it, if it’s not publicly traded, you can probably hold it at class. It’s truly self-directed. You get to go out, find your own investments that you invest in with your IRA and we basically teach you how to do it. We don’t tell you how to structure your investment, but we give a ton of education and we have classes online. We’re always doing webinars. That way we can help teach as many Americans out there that they have this other option for their retirement funds outside of what most of their money is probably currently invested in.
Scott: You guys do a tremendous job. You’re the number one self-directed IRA company and trustee out there because of so much education you provide to your clients. You’ve got offices there in Dallas. We’re located there. In Houston and Austin as well and you’re constantly doing 600 events a year, is that correct?
Haley: That is correct. We have our big 3,200 square foot classroom here in Dallas. It’s a great atmosphere. We host free classes every week in Dallas, Austin and Houston. We host a monthly mixer. We attend several events throughout the country. All of that total is around 600 events a year. We definitely stay busy. It’s a lot of fun.
Scott: You guys had your first Quest Expo in Dallas and then you’ve got it back home and the home county of Harris there in Houston, Texas on August 23rd, 24th and 25th. You’ve been the spearhead behind that and driving a lot of advertising, but also letting your clients know what’s coming up on it.
Haley: Definitely, one of my strengths I feel is the marketing and social media side of things. In 2018 was our first ever expo and we hosted it here in Dallas, which was awesome. Anne Marie, one of our Marketing Directors down in Houston, you guys have had her on the show plenty of times. Anne Marie is the head honcho behind the expo. She does a fantastic job leading us. Being in Dallas for the first time, it was a lot of fun to do a lot of the promotion for it. All of our Dallas clients, a lot of people we’ve met throughout the year and even people from outside of Dallas. We probably had about 40% of the attendees, if not more, were from outside of Dallas or outside from the state of Texas even.
Since our corporate office is based on in Houston. If there was one city in the US that has the most concentration of Quest clients, it would be in Houston since that’s where our corporate office is based out of. We’ve moved the expo down to Houston. We’ve already sold over 550 tickets. About 40 of those came in, so that’s exciting. We’ve got a bunch of people in Dallas excited about it. I personally, between all of our IRA specialists, we offer different discount codes and it’s stiff competition. Even myself and some of the Houston IRA specialists are still neck and neck for ticket sales. Even people from outside of Houston are excited about it. It’s probably going to be a little bit more humid, but it’s going to be at the Royal Sonesta Houston Galleria Hotel. Once you get there, everything’s going to pretty much feel like it’s all-inclusive. There are tons of hotels and restaurants around there. It’s a nice area that we’re hosting it.