Exposing the Mindset of a $40 Million-Dollar Producer

On the Money Trail (OTMT)

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AL JACOBS has been a professional investor for nearly four decades. His business experience ranges from real estate, mortgage, and securities investment to appraisal, civil engineering, and the operation of a private trust company. In addition to managing his investments on a day-to-day basis, he is a featured financial columnist for both online and print publications. He is the author of Nobody’s Fool: A Skeptic’s Guide to Prosperity.
AL JACOBS has been a professional investor for nearly four decades. His business experience ranges from real estate, mortgage, and securities investment to appraisal, civil engineering, and the operation of a private trust company. In addition to managing his investments on a day-to-day basis, he is a featured financial columnist for both online and print publications. He is the author of Nobody’s Fool: A Skeptic’s Guide to Prosperity.
1. How long have you been in business?
Approximately 4 decades.

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2. What is your mission statement?
As a successful investor of long duration, I want to share my expertise with others.

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3. How many states are you licensed in? Which ones?
Not applicable (though I am a licensed California real estate broker).

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4. What products and services does your company specialize in?
My investments include, but are not limited to, corporate securities, real estate, mortgage loans, and business opportunities.

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5. What separates you from the competition?
? I am not a banker, who merely stores other peoples’ money. Nor am I an investment advisor, who merely makes recommendations on other peoples’ money. Neither am I an economist, who merely philosophizes about other peoples’ money. Rather, I am a professional investor who regularly incurs risk. I profit when my decisions are correct and suffer when they are wrong.

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6. What is the #1 benefit of working with your Company?
No one formally “works with my Company,” though I cooperate with others, mostly close friends, in various enterprises. These endeavors are usually profitable.

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7. What types of incentives (or perks) do you offer?
Not applicable.

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8. Do you offer products and/or services that no one else offers?
Not applicable.

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9. What is the first thing you want prospective agents to know about your organization?
Not applicable.

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10. How do you measure success and how do you share this success with your Producers?
Though this may sound simplistic, I’ll repeat a single line that appears in the second chapter of my book: “It is with money that we keep score of our successes and failures.” If the information and techniques I recommend are helpful to those in the pursuit of prosperity, my goal will have been accomplished.