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EP 165: Billionaire Secrets: Interviewing an Advisor to the Most Powerful Families in the World

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Manage episode 519018810 series 2989227
Content provided by Jennings Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jennings Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Unlock Your Life, Jennings sits down with Richard Wilson, founder of Family Office Clubs, who shares his expertise on building meaningful relationships with high-net-worth investors. Wilson reveals why community building trumps transactional approaches, emphasizing that trust developed over time is the foundation for successful deals. He breaks down his practical three-part strategy for capital raising: crafting a compelling one-liner, creating a concise video pitch, and developing a powerful one-page document.

The conversation explores Wilson's innovative AI platform, which helps investors with due diligence and deal structuring. Drawing from his experience interviewing billionaires and his background as a third-generation Eagle Scout, Wilson offers valuable insights into the mindset and values that drive successful individuals. His emphasis on integrity, persistence, and focusing on what truly matters will leave you with actionable wisdom for both business and personal growth.

Thanks for listening!

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 519018810 series 2989227
Content provided by Jennings Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jennings Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Unlock Your Life, Jennings sits down with Richard Wilson, founder of Family Office Clubs, who shares his expertise on building meaningful relationships with high-net-worth investors. Wilson reveals why community building trumps transactional approaches, emphasizing that trust developed over time is the foundation for successful deals. He breaks down his practical three-part strategy for capital raising: crafting a compelling one-liner, creating a concise video pitch, and developing a powerful one-page document.

The conversation explores Wilson's innovative AI platform, which helps investors with due diligence and deal structuring. Drawing from his experience interviewing billionaires and his background as a third-generation Eagle Scout, Wilson offers valuable insights into the mindset and values that drive successful individuals. His emphasis on integrity, persistence, and focusing on what truly matters will leave you with actionable wisdom for both business and personal growth.

Thanks for listening!

  continue reading

100 episodes

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