Jodi Vetterl


Jodi Vetterl is the author of Beyond the Banks. She has had a 20-year career in software sales, working at publicly-traded software companies, and has won multiple sales achievement awards, closed 7-digit deals and enjoyed several President’s Club trips around the world.

Desiring a career outside of Corporate America, Jodi spent the last 15 years building up a real estate portfolio in both the US and Canada as a passive investor with such strategies as buy and hold single-family homes, investing in multi-family buildings through limited partnerships, and private lending to active investors rehabilitating homes.

As a result of these strategies, Jodi was able to retire from corporate at the age of 46 and fulfill her passions around writing, speaking and consulting. She shares these strategies in her book, Beyond the Banks because she enjoys educating others with the resources and knowledge that have helped her create life balance in a more heartfelt way.

About the Book


Do you understand your investment statements from your financial advisor? Do you meet with your financial advisor and still feel confused whether your portfolio is up or down? Do you wonder if your financial advisor is making more money off your portfolio than you are? Do you feel anxiety when watching news reports of stock market volatility? Do you feel as though you don't have the time or knowledge to take control of your investment portfolio?

Beyond the Banks will provide the reader with the knowledge and confidence on how to effectively self-manage their portfolio through private lending in real estate.Learn and understand where and why private lending is needed. Understand how to analyze and structure a deal.Learn the steps for effective due diligence. Reduce risk and learn what to do if something does go wrong. Learn strategies on where to find money to invest and what products and companies to use to implement these strategies.

Learn How...

Explore taking control of your financial future by learning simplified strategies that reduce risk and accelerate investment growth through private lending in real estate.

Uncover in These Pages...

The 'How To' of Private Lending in Real Estate :

  • Money Mindset health is an ingredient to wealth building.• Everyone has different Money Rules. Beyond the Banks will provide insight to identify their rules and financial goals.
  • There are many strategies for wealth building. Beyond the Banks will open the reader up to the various private lending strategies that are tangible and proven.
  • Beyond the Banks offers creative solutions to restructure finances to free up cash for investment.
  • Learn how to accelerate growth in registered funds and IRAs.
  • There is an art to deal analysis. Identify the right deals to invest in.
  • It's easy to sign a contract, yet it can be catastrophic to get out of the contract. Beyond the Banks will teach the guidelines for effective due diligence before entering into a deal and transferring money.
  • Private money lending is not just for the multi-millionaire. It's an investment avenue that is truly available to the average person.
  • The power of leverage is a strategy to work with what will help meet your financial goals.
  • Whether in the US or Canada, there are tax strategies that the wealthy implement. Beyond the Banks shares a few nuggets with the reader.
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