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Welcome to this webinar to learn 10 strategies to close more deals, raise capital, and acquire assets. Perfect for anyone in investor relations looking to overcome objections and optimize capital allocation.

Join us for an insightful session featuring Richard Wilson, president and founder of the Family Office Club, who will share his proven techniques for closing deals and influencing investors.

Additionally, we have Badri joining us to address how to effectively handle investor objections. This powerful combination will equip you with strategies to navigate the complexities of deal-making and build strong investor relationships.

Richard brings over 17 years of experience in the investor space, having hosted more than 275 live events and cultivating a community of 7,500 registered investors. His insights into the science of influence and persuasion have been pivotal in scaling his business and achieving success.

Don’t miss this opportunity to learn from the experts and enhance your skills in closing deals and engaging investors. Tune in for valuable takeaways and actionable strategies that can transform your approach to fundraising and asset acquisition.

#Webinar #closedeals #raisecapital #investorrelations #influence #persuasion #familyofficeclub #realestate #wealthmanagement #investing

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Michael discusses how acting as a fiduciary changes the approach to due diligence when evaluating fund managers. As fiduciaries, the standard is not just about suitability—it's about prioritizing the best interests of clients above all else.

Here are some key takeaways:

Fiduciary Responsibility: The fiduciary standard requires putting clients' interests first, not just choosing investments that are “suitable.”

Due Diligence Mindset: When evaluating investment managers, fiduciaries look beyond the 5 P’s (People, Processes, Performance, Plans, Platforms).
They aim to understand if the manager truly values the families' capital and sees it as more than just a commodity.

The Human Impact: Every investment decision impacts real lives, not just numbers on a balance sheet. A genuine fiduciary approach acknowledges this responsibility and seeks alignment with managers who share this mindset.

If you're interested in how fiduciary standards can elevate due diligence and decision-making, this episode is for you. Don't forget to like, comment, and subscribe for more insights!

#FiduciaryDuty #DueDiligence #InvestmentAdvice #FundManagement #WealthManagement #FinancialPlanning #5PMethod #InvestmentStrategy #ClientFirst #FinancialResponsibility #InvestmentManager #FamilyOffice #WealthAdvisors #EthicalInvesting #InvestmentInsights

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Unlocking Success: Insights from the Founders of Barefoot Wines

Join Richard Wilson as he shares valuable insights from the recent investor summit held in beautiful Bali, Indonesia. With 465 attendees and over 100 speakers, this event was packed with inspiration and knowledge!

In this video, Richard discusses key takeaways from a fireside chat with the founders of Barefoot Wines, the world’s leading wine brand. Discover how they started their journey in a laundry room without any office or warehouse space, ultimately leading to a successful sale to Gala Wines.

Key Highlights:

• Learn from a memorable quote by Henry Kissinger that emphasizes the art of communication and staying on message.
• Understand the importance of powerful partnerships in scaling a business, as shared by Barefoot Wines' founders. They stress the significance of strategic alignment for mutual success: "Who gets rich when I get rich?"

Don’t miss this opportunity to gain insights that can propel your entrepreneurial journey!

👉 Check out our channel for over 1,000 videos on wealth-building strategies and be sure to explore our playlists for more invaluable content.

For more information on joining our investor club, visit investorclub.com or familyoffices.com.

Subscribe to our channel for more insightful content and share this video with fellow entrepreneurs!

#BarefootWines #Entrepreneurship #InvestorSummit #WealthBuilding #RichardWilson #CentiMillionaireStrategies

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Speakers: Michael Houlihan and Bonnie Harvey, Co-Founders and Richard C Wilson from Family office club

Summary: In this fireside chat with Barefoot Wines, Michael Houlihan and Bonnie Harvey discuss their approach to building brand equity, the role of storytelling through Business Audio Theater in preserving and communicating a company’s values, and the importance of forming strategic partnerships to accelerate growth. They emphasize the impact of sharing real stories in an engaging audio format to connect with employees, investors, and the broader community.

Key points:

• Building Brands with the End in Mind: They emphasize the importance of creating a business with the goal of building brand equity for eventual acquisition. They highlight the need to understand industry benchmarks and use those to set goals rather than arbitrary revenue targets.
• The Value of Storytelling: Michael and Bonnie stressed that storytelling is a powerful tool for passing on values and engaging team members, investors, and customers. They believe that stories create a lasting impact because they connect emotionally with the audience.
• Business Audio Theater: They discussed how they've adapted storytelling into an audio format to help entrepreneurs share their journeys, values, and principles with a broader audience, including employees, family members, and potential business partners.
• Strategic Alliances: One of their key lessons was the importance of forming strategic alliances with partners who benefit from your success. They suggested identifying allies by considering who gains when your business thrives.
• Community Engagement: Bonnie Harvey highlighted the power of working with local communities as a strategy to grow the brand without traditional advertising. They built their market presence through community engagement and word-of-mouth.
• Passing on Values: The discussion also touched on the importance of passing on values rather than just wealth to the next generation. This approach helps ensure that family members not only preserve the wealth but also live fulfilling lives.
• Engagement with the Next Generation: To keep the legacy of a family business alive across generations, they suggested using modern platforms like podcasts and audiobooks to make the story accessible and engaging.

Their insights focus on innovative ways to grow businesses, engage teams, and leverage storytelling to create lasting impact and connections with audiences.

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Are you an investor or a founder looking to grow your network and explore new opportunities? Join us at the Family Office Super Summit in Miami, from December 10th to 12th. This in-person event is 16x more effective than connecting via email or Zoom!

We’re bringing together over 250 investors, including multi-billion-dollar family offices, ultra-wealthy investors, centi-millionaires, pro athlete investors, and leaders from other investor clubs. You’ll hear from 120+ speakers over three days, with four exclusive billionaire fireside chats, all within one streamlined agenda so you never miss a key insight.

If you're ready to expand your capital network, discover innovative deal structures, and seize new investment opportunities, this is the must-attend event of the year. Don’t miss out—learn more and reserve your spot now at FamilyOffices.com.

#familyoffice #Familyofficeevents #investors #Investorevents #FamilyOfficeSuperSummit #Founders #Investor #InvestorRelations

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If you're new to the world of investor clubs and family offices, this advice will be particularly helpful!

Welcome back! Richard Wilson here, from stunning Indonesia after our recent Single Family Office Summit in NYC. Today, I’m addressing a critical topic for anyone involved in family offices and investment strategies: the key phrases you should never say to an investor.

When networking with ultra-wealthy investors and connected investors, certain common statements can backfire and hurt your chances of building valuable relationships. In this video, I’ll highlight missteps to avoid, such as:

"Let's connect, no agenda" – This might seem friendly, but it can come off as a waste of time for busy individuals.
"This is the best investment you'll ever see!" – Claims like these can sound arrogant and dismissive to experienced investors.

💡 Understanding these nuances is essential for effective capital raising and pitching your ideas to wealthy people. The more you respect their time and expertise, the better your chances of standing out in the crowded space of wealth management.

Join me as I share valuable insights on how to connect with wealthy people and improve your investment strategies.

#Networking #UltraWealthy #Investors #FamilyOffices #InvestmentStrategies #CapitalRaising #RichardWilson #WealthManagement #PitchingInvestors #InvestorClub

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Join me for a deep dive into the world of family offices and investment strategies! In this video, I’ll share insights from my 17 years of experience running the Investor Club, where we’ve hosted over 2,000 speakers and fostered countless connections.

Throughout the day, I'll be moderating panels and delivering two impactful 15-minute talks designed to maximize your return on investment. Whether you're an investor, CEO, or looking to raise capital, my goal is to equip you with $100,000 worth of actionable insights.

I’ll also be discussing key takeaways from my recent interview with Dr. Robert Cialdini, a leading expert on influence. He revealed powerful strategies to enhance your effectiveness in securing investments and partnerships.

Plus, I’ll share personal stories and experiences from my travels, including adventures in Machu Picchu and the Grand Canyon, along with insights into the family office landscape.

You won’t want to miss our discussions on the importance of ethical influence, deal structures, and the mindset of successful founders. Learn how to build genuine relationships that can transform your business trajectory.

Stay tuned as we explore how to navigate this dynamic industry and make meaningful connections that could change your life!

Don't forget to like, subscribe, and hit the notification bell to stay updated on all our future content!

#FamilyOffice #InvestmentStrategies #Entrepreneurship

Here is the Youtube Video https://youtu.be/_RagjUqL168

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Join me, Richard Wilson, as I dive into the current state of raising capital. If you're a founder or run an investment fund, you may be facing unprecedented challenges in this environment.

In this video, I share key statistics that illustrate the shifting landscape—such as a staggering 80% reduction in capital raised compared to 2022. With competition fierce and liquidity low, many are finding themselves in need of larger investors to recapitalize deals or consider rescue options.

I'll discuss how current investments are structured to minimize risk, creating a tough environment for capital raising. However, there’s a silver lining: building strong relationships with potential investors now can pay off in the future.

For more insights, don’t miss our $100 Million Rainmaker mini-series available in our playlist, featuring over three dozen strategies for capital raising.

I hope to see you at one of our Family Office Club events soon! Thank you for watching!

#CapitalRaising #InvestmentStrategies #FundraisingChallenges