Family Office Podcast - Private Investor & Investment Insights artwork

Family Office Podcast - Private Investor & Investment Insights

662 episodes - English - Latest episode: 13 days ago -

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. 

Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. 

We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. 

The Family Office Club has over 4,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. 

To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at HTTP://InvestorClub.com and HTTP://DoctorsInvestorClub.com 

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Episodes

Rapid Execution: Accelerating Your Plans into Action

August 07, 2023 15:00 - 7 minutes - 5.18 MB

In this power-packed video, we delve deep into the art of "Rapid Execution" and equip you with the strategies and mindset needed to accelerate your plans into action and propel your projects towards success. We'll break down the concept and highlight why swift action is crucial in today's fast-paced world. Check out the full video and discover how to adopt a proactive mindset that prioritizes action and decisiveness over hesitation #billionaires  #familyoffices  #investor #privateinvestors ...

Pantheon Intelligence: Elevating Teamwork to New Heights

August 04, 2023 20:00 - 6 minutes - 4.65 MB

If you're a team leader, manager, entrepreneur, or anyone passionate about unleashing the full potential of collective intelligence, this video is a must-watch! Equip yourself with the knowledge and insights to transform your team into a cohesive, high-performing unit capable of tackling challenges and seizing opportunities with confidence. Watch the full video to uncover effective communication strategies that minimize misunderstandings, encourage active listening, and foster a shared sense...

Insights After Hiring 100+ Remote Contractors and Virtual Assistants

August 03, 2023 19:00 - 3 minutes - 2.57 MB

Our aim is to equip you with practical knowledge and proven strategies to optimize your remote workforce and achieve outstanding results. As an industry leader, we are at the forefront of remote collaboration, and we've learned valuable lessons that we believe can benefit businesses, entrepreneurs, and individuals seeking to embrace the remote work revolution. Check out the full video here to uncover the advantages of hiring remote contractors and virtual assistants, including access to a gl...

Investing In Specialized Knowledge - Become A Perpetual Learning Machine

August 02, 2023 23:00 - 2 minutes - 1.47 MB

In this video, we'll unravel the importance of investing in specialized knowledge and how it can open doors to unlimited opportunities. As technology and industries rapidly evolve, the value of broad expertise is being surpassed by deep, specialized knowledge. Click here to watch the full video on why it's s important to invest in specialized knowledge. #billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub    ----------------- Our 16-year-old inve...

From $0 to $100M+ In 5 Years | Dave Zook's Nonconventional Methods of Raising Capital

July 28, 2023 19:00 - 6 minutes - 4.52 MB

"You can be conventional, or you can be wealthy. Pick one." Watch the exclusive deep dive into the incredible journey of Dave Zook, a visionary entrepreneur who raised a staggering $100 million in just 5 short years during his first fund. In this video, Dave breaks down the conventional barriers to raising capital and discusses his journey of exploring new, uncharted territories that will change how you view fundraising. And if you're interested in hearing more brilliant success stories l...

Use This Tax Code to Your Advantage - How David Babinski Raised An Extra $450M+

July 27, 2023 21:00 - 7 minutes - 5.23 MB

David Babinski of NIED Capital recently shared his remarkable financial achievements, specifically on how he strategically utilized a lesser-known tax code to maximize his gains - in excess of $450M+.  Whether you're a seasoned investor, a budding entrepreneur, or simply someone looking to optimize your tax strategy, this video is a must-watch! See David's full presentation to uncover the potential benefits and risks associated with using this tax code for your financial goals. And if you...

How I Completed My Fund In Just 60 Days | Ray Johnson: Founder of Exit Experts

July 26, 2023 22:00 - 6 minutes - 4.83 MB

Watch Ray Johnson, the brilliant Founder of Exit Experts, share his incredible journey of how he accomplished a remarkable feat - completing a fund in just 60 days! As a seasoned entrepreneur and expert in the field, Ray's insights and experiences have the power to resonate with aspiring business enthusiasts, budding investors, and anyone seeking valuable tips for fundraising success. If you've ever wondered how some founders manage to raise funds quickly and efficiently, Ray's complete ta...

Billionaire Insight - Stick Your Head Outside the Window | BONUS Episode

July 25, 2023 18:00 - 3 minutes - 2.24 MB

We've been getting a lot of questions over the last month and a half about the economy and the direction that it is heading.  The truth is that instead of trying to predict the future, it's better to just try and stick your head out of the window so that you can determine where you're at right now.  In other words - which way is the pendulum swinging?  #billionaires   #familyoffices   #investor  #privateinvestors  #capitalraising  #funding    #investorclub  

The Path of Execution - Fill Out this Exercise Sheet to Track Your Plan of Action!

July 21, 2023 19:00 - 4 minutes - 3.26 MB

Throughout our sessions at our investor mastermind events, we make it a point to take 10 - 15 minute breaks, ensuring attendees stay refreshed and engaged. One essential aspect of our event is "The Execution Path," a summary page designed to help participants contemplate and assess their action plans. It's the perfect opportunity to take a few moments and reflect on how to improve various aspects of your life and business. Don't miss this chance to complete the exercise sheet and identify a...

Evolving to Exponential Growth - Billionaire Growth Mindset

July 17, 2023 19:00 - 3 minutes - 2.37 MB

Unlocking exponential growth starts by aligning an exceptional team, a profitable business model, and great partners. It's all about embracing innovation, iteration, and evolution for rapid success. By stacking your advantages on top of each other, you'll start to see your business soar! #exponential #businessmodel #innovation #businessstrategy #billionairemindset  ----------- For exclusive Billionaire Interviews ► https://Billionaires.com/ Our 3,000-investor club, Family Office Club has...

These 5 Strategies Turned This Immigrant Into a Billionaire | Ep 9

July 07, 2023 21:00 - 32 minutes - 22.6 MB

Your Health vs. Your Wealth | Richard Wilson's Life-Changing Insights | EP 8

June 30, 2023 23:00 - 11 minutes - 8.23 MB

Your health is the ultimate wealth! Join us on this insightful episode as we explore the importance of investing in your health and how it can bring immeasurable benefits to every aspect of your life. Don't miss out on Richard Wilson's powerful wisdom and his greatest investment advice for becoming ultra-healthy and why your health Is far more important than your wealth. Being Ultra-Healthy benefits: Maximize Energy  Prolong Career, Minimize Unexpected Events Enhance Focus Become an Exemp...

STOP! Don't chase your dream until you heard what the Billionaire Larry Namer has to say | EP 7

June 30, 2023 00:00 - 29 minutes - 20.5 MB

Check out our exclusive interview with Larry Namer, where he candidly shares valuable insights on the most costly mistake he has witnessed investors and business owners make. He emphasizes the importance of critically evaluating ideas and recognizing when it's time to move on rather than holding onto passion-driven ventures that may no longer be viable. Larry's personal assessment of projects on a regular basis has taught him the invaluable lesson that time is his most precious asset. At Bi...

$300M+ Raised In Just 25 Months: Grant Cardone On Social Media Power Tools | EP 6

June 28, 2023 23:00 - 18 minutes - 13 MB

Discover the secrets behind Grant Cardone's incredible success, as he reveals how he raised a staggering $300M+ in just 25 months using the unparalleled power of social media. His proposal is simple: "Institutional quality real estate that yields cash flow within the first month of ownership." Through consistent messaging on Facebook, LinkedIn, Instagram, and Snapchat, Grant has mastered the best practices for garnering the most engagement for his brand. Watch the full presentation here: ...

5 Quick Ideas From a Billionaire in 15 Minutes | Ep 5

June 27, 2023 22:00 - 15 minutes - 10.6 MB

Did you know that the odds of a Family Office lasting over 100 years is approximately 1 in 1000? When it comes to the longevity of your portfolio, there are more than just numbers and statistics that you must make yourself aware of. It is crucial to regularly evaluate and adjust your strategies to ensure the family office remains resilient, adaptable, and aligned with the family's evolving needs and aspirations. Here are the Top 3 "Musts" for keeping your family business alive and well. Tha...

Learn how to say "No" like a Billionaire | Ep 4

June 26, 2023 21:00 - 3 minutes - 2.27 MB

Discover the key to exponential results as we explore the importance of evolution and surrounding oneself with the right people. Learn why success grants the luxury of selectivity, allowing people to forgo unnecessary meetings and focus on what truly matters.  Join us on this enlightening journey into the world of billionaires and gain valuable insights to fuel your own path to success. #Billionaire #Strategies #ExponentialSuccess #SelectiveAdvantages #RichardCWilson #UnlockingPotential #P...

Converting Motels to Apartments for Workforce Housing - An Exclusive Interview with Andrew LeBaron

June 23, 2023 18:00 - 8 minutes - 6 MB

Welcome to our latest video interview where we dive into the world of real estate investments and innovative strategies. In this video, we have the privilege of sitting down with Andrew LeBaron, a driven entrepreneur and Co-Founder of Motel To Apartment Conversions, LLC. Andrew specializes in real estate transactions that span the entire spectrum, from acquiring and repositioning hospitality properties to multifamily acquisitions and light development. Don't miss out on this incredible oppor...

Jeff Hoffman's Journey of Leaving a Legacy and Exploring His Purpose | Ep3

June 22, 2023 19:00 - 1 hour - 45.1 MB

Jeff Hoffman's keynote speech at the Family Office Club’s 8th Annual Family Office Super Summit. Witness the incredible transformation of a man and his family as they rise above financial struggles and limited means to achieve remarkable success. Jeff Hoffman's story is a testament to the power of unwavering determination and an entrepreneurial spirit. Starting from a place of financial constraint, Jeff and his family experienced the hardships of not being able to enjoy simple luxuries like...

Interview with Tony Robbins the Secrets of Success (Insights from a Visionary) | Ep 2

June 21, 2023 20:00 - 13 minutes - 9.66 MB

Step into the world of boundless motivation and extraordinary success as we present a captivating interview with the legendary Tony Robbins.  Join us on an inspiring journey as we delve deep into the mind of this iconic figure, renowned for his unparalleled expertise in personal development, entrepreneurship, and wealth creation.  Gain exclusive access to Tony's invaluable insights, gleaned from his extensive experience as a billionaire owner of multiple thriving companies. So many people ...

3 Strategies Tony Robbins Used to Become a Billionaire [New Exclusive Interview] | Ep 2

June 21, 2023 20:00 - 13 minutes - 9.66 MB

Step into the world of boundless motivation and extraordinary success as we present a captivating interview with the legendary Tony Robbins.  Join us on an inspiring journey as we delve deep into the mind of this iconic figure, renowned for his unparalleled expertise in personal development, entrepreneurship, and wealth creation.  Gain exclusive access to Tony's invaluable insights, gleaned from his extensive experience as a billionaire owner of multiple thriving companies. So many people ...

Why We Bought Billionaires.com (Unlocking a World of Wealth and Wisdom)

June 20, 2023 21:00 - 18 minutes - 12.8 MB

Discover why we recognized the immense value and potential of Billionaires.com as a platform to explore the world of the ultra-wealthy. From captivating interviews and exclusive content to invaluable insights and expert analysis, our vision for Billionaires.com is to provide a hub of knowledge, inspiration, and empowerment for individuals aspiring to achieve extraordinary success. Don't miss this exclusive episode where we unveil our exciting plans for Billionaires.com and share our commitm...

Unveiling the $1B+ Expert Insights - A Mini-Series Featuring Ultra-Wealthy Minds!

June 19, 2023 16:00 - 1 minute - 1.02 MB

Welcome to the Billionaires.com Mini-Series: $1B+ Expert Insights! Join us as we dive deep into the minds of the ultra-wealthy, uncovering their strategies for success. From captivating talks and interviews to fireside chats, each episode brings you invaluable knowledge from influential billionaires. Episode Guide: 1. Billionaire talk from the Super Summit: Witness awe-inspiring talks captured during our Family Office Club Super Summit. 2. Tony Robbins Interview: Sit down with the legendar...

15 Wordsmithing Strategies to Use Now

June 16, 2023 23:00 - 12 minutes - 8.78 MB

If your copy is boring or uses generic verbiage and phrasing, very few are going to take the time to read it.  Wordsmithing is the art of honing and perfecting the art of your writing so that you can compose deals and create materials that are engaging to your investors.  Here are 15 wordsmithing strategies for you to start using now: #DigitalMarketing #BrandBuilding #OnlineAdvertising #MarketingInsights #BusinessStrategy #MarketingTips #SocialMediaStrategy #ROI #TargetAudience #ContentMa...

$6M+ of Social Media Insights

June 14, 2023 19:00 - 2 minutes - 1.83 MB

Social media marketing through LinkedIn, AdWords, etc., can be very effective for building your brand if you know how to maximize your potential on these platforms.  We have over $1.5M worth of insights on LinkedIn, and $5.1M worth of AdWords insights for you to learn from here - see the full clip: #LinkedInMarketing #AdWordsAdvertising #DigitalMarketing #BrandBuilding #OnlineAdvertising #MarketingInsights #BusinessStrategy #MarketingTips #SocialMediaStrategy #ROI #TargetAudience #ContentM...

Becoming A Celebrity In Your Niche

June 12, 2023 20:00 - 2 minutes - 1.63 MB

Authority is built through positioning.  And you can influence the level of persuasiveness you have with the clothes you wear, titles you have, books you've written, etc.  When people see you as someone with a high reputation or even a celebrity, you will instantly have better odds of closing more deals. #Positioning #Influence #Persuasion #Niche #BookAuthors #ReputationMatters #BecomingACelebrity #NicheAuthority --------------------------- The largest association in the family office wea...

Making Your Landing Page Engaging

June 09, 2023 17:00 - 3 minutes - 2.41 MB

When you're able to drive traffic to your website, your next task is to make sure that you can keep their attention.  If you want visitors to stay interested when browsing your site, you need to craft an engaging landing page using video, organic imagery, and more.  Watch the full video here to learn more: #WebsiteTraffic #EngagingContent #LandingPageDesign #loom.com #loom #VideoMarketing #WebsiteConversion #UserExperience #KeepVisitorsInterested #DigitalMarketing #OnlinePresence #Website...

Learn The Benefits of Investor Funnel Creation (Avoiding Niche Saturation)

June 07, 2023 23:00 - 13 minutes - 9.33 MB

It's always a lot of work when it comes to building your investor funnel, but planning beforehand can save you hundreds of hours.  But what is the foundation of any good funnel?  -Synergy  -Expertise & Network Growth  -Niche Saturation  -Productive Relationships  See the full clip here to start building your funnel today: #InvestorFunnel #InvestorNiche #Efficiency #PlanningAhead #Synergy #Expertise #NetworkGrowth #NicheSaturation #ProductiveRelationships #InvestmentSuccess #MaximizeRetur...

Richard Wilson's Goal (Collecting Mental Models to Close More Deals)

June 06, 2023 19:00 - 5 minutes - 3.49 MB

Richard C. Wilson, founder of Family Office Club, recently took a trip out to Everest Basecamp out in Nepal.  While there, he discovered a lot about having a high-energy state of mind and how it can help you overcome some of the greatest challenges in front of you.  Check out Richard's full talk on the trip here: #RichardWilson #FamilyOfficeClub #EverestBasecamp #NepalTrip #HighEnergyState #OvercomingChallenges #Investments #Health #EverestInsights #TalkOnInvestments #TalkOnHealth -------...

4 Everest Insights (Investments & Health)

June 05, 2023 19:00 - 11 minutes - 8.19 MB

Richard C. Wilson, founder of Family Office Club, recently took a trip out to Everest Basecamp out in Nepal.  While there, he discovered a lot about having a high-energy state of mind and how it can help you overcome some of the greatest challenges in front of you.  Check out Richard's full talk on the trip here: #RichardWilson #FamilyOfficeClub #EverestBasecamp #NepalTrip #HighEnergyState #OvercomingChallenges #Investments #Health #EverestInsights #TalkOnInvestments #TalkOnHealth -------...

Learn the Secrets of Brainwashing by Richard Wilson (20 "Time Hacks" for saving yourself)

June 02, 2023 22:00 - 17 minutes - 12.3 MB

Time is of the essence when it comes to raising capital, especially with a deadline to meet the goals you set.  That's why we want to share with you 20 "Time Hacks" for saving yourself, and your investors, time on any offering, starting with a compelling one-pager.  See Richard C. Wilson's presentation here for all 20 hacks: #exponentialmindset #TimeHacksForSuccess  #unlockyourpotential  #successmindset #capitalraising  #investmentgoals 

Opening Remarks by Richard C. Wilson at the 2023 Single Family Office Summit (The Foundation Of Family Office Club Uncovered)

June 01, 2023 22:00 - 16 minutes - 11.6 MB

We like to kick off every live investor summit by setting the tone with a few opening remarks from our founder, Richard C. Wilson.  Not only does this help to establish some of the key talking points, but it also explains everything you have to walk away with by attending.  Check out these opening remarks from our 2023 Single Family Office Summit here: #FamilyOffice #teamwork #SingleFamilyOfficeSummit #PersuasivePitches #ValueAddedPresentations #EnhanceYourPitch #UnlockSuccess #PitchInves...

What Is The Capital Raising Trifecta - And Why Should You Use It?

May 31, 2023 21:00 - 3 minutes - 2.17 MB

The Capital Raising Trifecta consists of these 3 core elements:  -Proactive Selling  -Writing  -Speaking + Video  When combined, they can open more doors for you to get higher quality deals in front of your investors. See more on the capital raising trifecta here: #capitalraising #trifecta #investingtips #dealmaking #investors 

Matt Caldwell -The Value of Trust, Commitment & Leadership

May 30, 2023 16:00 - 20 minutes - 14.3 MB

Matt Caldwell, president of the Florida Panthers Hockey Club, has always been a firm believer in these 3 core elements for success: - Trust - Commitment - Leadership Staying true to these values has lead to the rise of the extraordinary Florida Panthers Hockey Club, who just had a big win against the Carolina Hurricanes. Check out Matt's full presentation from the 2022 Family Office Super Summit where he dives deeper into the aspects of successful leadership. #Mattcaldwell #floridapartne...

Elevate Your Pitch with Bonus Materials (Learn How To Give Extra Value)

May 26, 2023 19:00 - 4 minutes - 2.88 MB

In addition to the basic marketing materials that should be included in your pitch, there are a few key bonus materials that can help you stick the landing in any deal.  Not only do these help you present a stronger case, but they also help to establish that you are someone of high conviction who's serious about their offer.  Watch the full clip here to get insight into these bonus pitch materials: #ElevateYourPitch #BonusMaterials #PitchExtraValue #PitchPerfection #PowerfulPresentations ...

Investment Pitch Mastery Workshop Insights (How to Unlock Your Success with One Liners & more!)

May 24, 2023 16:00 - 4 minutes - 3.04 MB

An investor should be able to review your one-pager and come to a decision on your offer in under 60 seconds.  If your one-pager can't accomplish this, then you may be falling into one of several common mistakes we see on this important piece of your capital raising materials.  Watch the full video here for some quick insights on how to improve your one-pager: #InvestmentPitchMastery #PitchingWorkshop #PitchPerfect #InvestmentPitching #PitchingSkills #InvestmentOpportunities #PitchingWork...

Pitch Deck Insights & Common Mistakes: (30+ Strategies Revealed by Richard Wilson!)

May 22, 2023 22:00 - 1 minute - 1.38 MB

We've reviewed hundreds of pitch decks in over 16 years of business, and yet still today, we see some of the most common mistakes being made. These mistakes can be very expensive if they are costing you millions in lost capital opportunities, but they are also very easily avoidable. Watch the full clip here to make sure your pitch deck is clear of these liabilities: #PitchDeckSuccessTips #PitchDeckMasterclass #InvaluableAdvice #StrategiesForSuccess #BusinessTips #Entrepreneurship101 #Pi...

Pitch Process Points

May 19, 2023 22:00 - 2 minutes - 1.82 MB

Pitching your offer to investors requires following a point-by-point process to ensure that you can close the deal.  Think about your current pitch, then ask yourself whether or not you have high conviction going into the deal and whether or not you are adding value to investors.  See more in the full video here: #pitchprocess #pitch #investors #investorspitch #investmentprocess #investingstrategies  -------------------- The largest association in the family office wealth management indu...

My Most Popular Books & How I Designed My Covers

May 18, 2023 14:00 - 3 minutes - 2.19 MB

We always say not to judge a book by it's cover, but most of the time, people do this anyway - including investors.  If you've been considering writting up any type of publication, whether it's a book, blog post, etc. then your cover needs to be dialed in to grab attention.  Check out this example on the right way and the wrong way to design a cover: #bookcover #investors #investorbooks #design #bookdesign #books #goodreads #investingstrategies  -------------------- The largest associat...

High Conviction - Why It Works

May 16, 2023 13:00 - 4 minutes - 3.19 MB

Nobody will take you more seriously than you take yourself - especially ultra-wealthy investors.  Having high conviction in who you are and what you do is one of the most compelling features of your deal, which is why it's so crucial to develop.  See the full presentation here on high conviction and why it works: #highconviction #ultrawealthy #investors #dealmaking #investorsdeals #investingstrategies #investingtips #wealthmanagement #wealthbuilding  -------- The largest association in t...

Positioning Foundation for Marketing & Pitch Materials

May 10, 2023 22:00 - 8 minutes - 6.01 MB

- Do you understand you investors fully?  - What they want?  - What their frustrations are?  - What your competitors can offer them?  If you're unsure about any of these, or where your competitors stand on the field, then you may need to work on your own positioning in your market.  Check out the full presentation from Richard C Wilson here: #pitchdeck  #pitchmaterials #marketing #positioning #familyoffice ______________________________ The largest association in the family office wealth ...

16 Year View of The Forest

May 08, 2023 21:00 - 1 minute - 1.31 MB

Have you ever wondered what everyone who has raised at least $25M+ has in common?  After 175 live events, 600 pitch deck reviews, and 780 created assets, we know the golden threads that everyone raising capital must follow for success.  Check out our complete 16-year view of the forrest here: #capitalraising #raisingcapital #assets #wealthmanagement #wealthbuilding #pitchdeck #investingtips #familyoffice  --------------------------- The largest association in the family office wealth man...

16 Year View of The Forrest

May 08, 2023 21:00 - 1 minute - 1.31 MB

Have you ever wondered what everyone who has raised at least $25M+ has in common?  After 175 live events, 600 pitch deck reviews, and 780 created assets, we know the golden threads that everyone raising capital must follow for success.  Check out our complete 16-year view of the forrest here: #capitalraising #raisingcapital #assets #wealthmanagement #wealthbuilding #pitchdeck #investingtips #familyoffice  --------------------------- The largest association in the family office wealth man...

How to Get Higher Returns with Scale & Diversification Potential | Guest Speaker Rick Courtney

May 03, 2023 20:00 - 14 minutes - 10.2 MB

Today's episode features special guest speaker Rick Courtney from Essential Realty Partners, who shares his secret on how to see higher returns with scale and diversification potential.  For anyone in the real estate space, this is a important tip on how you can add value to your portfolio to withstand the current market volatility.  Watch the full episode here: #diversification #investingtips #investing #investingstrategies #investment #realestateinvesting #realestateinvestingtips #reale...

Interview with Dr. Harry Kloor from Beyond Imagination

May 02, 2023 23:00 - 20 minutes - 13.9 MB

The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.   To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Afflue...

$100M Rainmaker Series | Summary

April 26, 2023 23:00 - 5 minutes - 3.97 MB

The final episode of our $100M+ Rainmaker Series is now available to view!  Watch the full series recap from Richard C. Wilson, and be sure to check out any modules you may have missed on our YouTube channel.  We hope you enjoyed this video series on advanced capital raising strategies to help you close deals and raise more capital than ever before. #familyoffice #familyofficeclub #familyoffices  #insights #investingtips #realestateinvesting #capitalraising #raisingcapital #investorsummit...

Insights from 100 Capital Raisers who Raised $100M+ | BONUS Episode

April 25, 2023 21:00 - 7 minutes - 5.23 MB

What better way to gain valuable insight on capital raising than from those who have already raised over $100M+?  At each of our live investor summits, we have a line-up of speakers who will give a quick 10-15 minute presentation, each with something important to take away.  Check out more on some of our top capital raising strategies and best practices here in the full module of this bonus episode of our $100M Rainmaker series: #insights #investingtips #realestateinvesting #capitalraisin...

Becoming Institutional Quality | Ep 17

April 24, 2023 23:00 - 15 minutes - 10.9 MB

In order for investors to take you seriously, you need to check all the boxes when it comes to institutional quality.  If you want to close a deal, you need to be adding value where no one else is while establishing and maintaining your tone of professionalism.  See the full video here to discover what it truly means to become institutional quality: #institutionalquality #institutional #quality #capitalraising #raisingcapital #investingtips #realestateinvesting #familyoffice  ------------...

Capital Raising Mistakes to Avoid | Ep 16

April 21, 2023 21:00 - 7 minutes - 4.87 MB

We see many common, yet easily avoidable mistakes, across the capital raising materials we review every month.  Some of these mistakes may end up costing you more than you can afford to lose, which is why it's so important to take these steps before your next pitch:   #capitalraising #raisingcapital #investingtips #realestateinvesting #investmentinsights #investmentadvice #familyoffice #investingmistakes #capital  ------------ The largest association in the family office wealth management ...

Finding Investors | Ep 15

April 20, 2023 21:00 - 4 minutes - 2.91 MB

After you've defined your investor avatar, you can then start to reach out to your leads and pitch your offer.  Remember, you must find a way to stay focused while adding value where no one else has if you want a real chance at closing a deal.  Check out the full clip here to see how you can start finding warm investor leads today: #investingtips #investors #realestateinvesting #investorinsights #avatar #investment #investmentadvice  ------------------------ The largest association in th...

Preparing For & Surviving Due Diligence | Ep 14

April 19, 2023 22:00 - 8 minutes - 5.63 MB

Out of our 17 Modules of the $100M Rainmaker Series, this is one of the most important to understand.  If you want to survive due diligence, you need to be able to respond quickly and not get too emotional when you don't get the types of responses you hoped for.  See Richard C. Wilson's full breakdown here: #duediligence #diligence #preparingforduediligence #raisingcapital #closingdeals #Survivingduediligence #investing #investmentinsights  --------- The largest association in the family ...

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@richardcwilson 69 Episodes