On this episode, I speak with the Founder of Family Office Club, Richard Wilson.
We talk about how to raise capital from Family offices, Richard’s 7-figure marketing funnel and wealth building.
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Timestamps

7:43 Family Offices
9:38 What is the right way to connect with high net worth individuals?
11:37 Build up leverage by maximizing one trust cover
12:14 What should be the first step towards successfully securing the deal from a family office?
13:14 What is the structure of a typical family office?
16:07 Who builds the structure of a family office?
16:40 Family Offices segment their investments into three different compartments
21:25 Strategies toward driving up work ethic
28:14 Thought leadership reverses the funnel
29:07 What’s the most important pillar in thought leadership initiatives?
48:03 Richard’s productivity hacks

Lightning Round

How do you hire people?

By using LinkedIn

What are your three indispensable tools for managing your business?

Slack, Hubspot, and social media for client acquisition

What has been your ‘best’ mistake to date? i.e. a setback that has given you the biggest feedback?

Having someone in multiple roles they weren’t excellent at

What one piece of advice can you give re-tailers keen on looking to raise capital?

Have a very high integrity and the sense that everything needs to be integrated

If you could choose a single book or resource that has made the highest impact on how you view building a business and growth which would it be?

The 4-Hour Workweek

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