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.
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
By using LinkedIn
Slack, Hubspot, and social media for client acquisition
Having someone in multiple roles they weren’t excellent at
Have a very high integrity and the sense that everything needs to be integrated
The 4-Hour Workweek
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