Imagine this: Upon execution of our stock promotion campaign, you get an Accredited Investor, the capital infusion is significant, but there is one major problem, your investor is invasive, almost stalking you.

You know the type that calls you 8-10 times a day, sends you a truck load of e-mails and even shows up at your place unexpected. Even though you keep telling this investor you will intergrate his opinions into those changes and you even tell him/her it’ll be done by such and such date… the phone keeps ringing.

Ok, We at Level 3 Securities Know all to well (even worse) how bad the situation can get, sometimes it can get out of hand if you don’t know how to act/react. Something similar happened to us before, and we learned a lot from it. How can you deal with these folks that seem to never “get it“?

Make Things Clear Before it gets out of Control
The best way to avoid those situations is to simply tell your investors you have other projects you need to work on (you’re a Senior Executive and, you have multiple tasks at once). Tell your investors right at the begining, make it real clear.

There is absolutely nothing wrong in saying something like:

Everything will be on track by [date], I will keep you updated on how the company is going on a continual basis. If there’s anything, give me a call, if I can’t answer the phone, leave me a message, and I’ll call you back within a couple of hours (make sure you do call him back). If it isn’t top priority, simply send me an e-mail, I check my e-mails 2 times a day, once in the morning, and again around 4pm, when the market is closed

This should give your cell phone a rest. Simply check for new messages every 2 hours or so, if it is urgent, give your investor a call. Remember: no one will die if you don’t answer your phone. You have work to do. Also, your investors are well aware, you won’t reply to there e-mail’s right away.

Some People Never Learn
If you did tell that particular investor to stop calling 10 times a day, and you also told him you check your e-mails only twice a day, but the phone keeps ringing……. and the investor even go’s so far, as to knocking at your door, expecting you’ll be there (you know, when it’s really urgent… right!!), but!!!! you’re right on schedule, So.. what could be so urgent?

That, to us, is like the point of no return. You either make it really clear (much clearer this time), and make sure your investor understands, or you tell that investor you’re not Corresponding with him anymore, return his investment, and explain why. Remember: some people never learn.

Unfortunately, We have had to deal with investors and Clients like this before, and honestly, the best decision we ever made was to tell them “go work with someone else”. What a relief! But don’t get us wrong, not all clients are like that, it happened to us only once, but once was enough, we learned…….