615 episodi

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 

Family Office Podcast - Private Investor & Investment Insights Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC

    • Economia

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 

    Jeffrey Gitomer on How to Close 2,500 Clients With No Selling

    Jeffrey Gitomer on How to Close 2,500 Clients With No Selling

    In this exclusive interview, Jeffrey Gitomer shares invaluable insights on achieving extraordinary success in sales without resorting to traditional selling tactics. With over 40 years of experience and having closed an impressive 2,500 clients, Gitomer unveils his secrets to building genuine connections, fostering trust, and ultimately sealing the deal. Delve into Gitomer's unconventional approach as he discusses the power of authenticity, relationship-building, and delivering exceptional value. Whether you're a seasoned sales professional or an aspiring entrepreneur, this interview is a must-watch for anyone seeking to revolutionize their approach to sales and achieve unparalleled results.

    • 1h 37 min
    Private Investor Due Diligence Mini-Series: Episode 5 - Leveraging Due Diligence to Scale Your Balance Sheet

    Private Investor Due Diligence Mini-Series: Episode 5 - Leveraging Due Diligence to Scale Your Balance Sheet

    In the final episode of our Private Investor due diligence Mini-series, we are focus on the strategic art of leveraging due diligence to scale your balance sheet effectively. As a private investor, understanding how to maximize the potential of your investments is crucial for long-term success. 
    This episode will help you to better understand the key principles and practical techniques that private investors can employ to optimize their balance sheet and propel growth. From meticulous financial analysis to risk assessment strategies, we uncover the essential steps to mitigate uncertainties and capitalize on opportunities. 
    Subscribe now and continue to empower yourself with the knowledge to thrive in the private investor space.

    • 11 min
    Private Investor Due Diligence Mini-Series: Episode 4 - Two Critical Core Due Diligence Tools

    Private Investor Due Diligence Mini-Series: Episode 4 - Two Critical Core Due Diligence Tools

    In this video, Richard C. Wilson, founder of Family Office Club, presents episode 4 of the Due Diligence mini-series, tailored for private investors, investment managers, and CEOs. He discusses the importance of due diligence questionnaires and provides insights into vetting CEOs and investment professionals. 

    The episode covers essential tools such as master due diligence questionnaires and brainstorming lists of 100 different areas for due diligence. Wilson emphasizes the significance of thorough questioning, collateral assessment, and identifying red flags to maximize investment success. 

    For access to due diligence tools mentioned, viewers are encouraged to contact him directly.

    • 9 min
    Private Investor Due Diligence Mini-Series: Episode 3 - Shortcuts to Vet CEOs & Investment Pros

    Private Investor Due Diligence Mini-Series: Episode 3 - Shortcuts to Vet CEOs & Investment Pros

    In this episode, we explore the critical process of vetting CEOs and investment professionals. We understand the pivotal role leadership and expertise play in the success of our investments. 

    That's why we've crafted this episode to equip you with invaluable shortcuts and techniques to effectively assess the individuals steering the ship. Learn the importance of identifying red flags and warning signs in executive backgrounds, utilizing online resources and tools to gather comprehensive insights, and formulating targeted interview questions to uncover key information. 

    Don't miss out on this essential episode designed to empower private investors with the knowledge and tools necessary to vet CEOs and investment pros efficiently.

    • 8 min
    Private Investor Due Diligence Mini-Series: Episode 2 - Investment Due Diligence Time Savers

    Private Investor Due Diligence Mini-Series: Episode 2 - Investment Due Diligence Time Savers

    The due diligence process can often be overwhelming and time-consuming. That's why we're here with Episode 2 of our due diligence mini-series to provide you with essential tips and strategies to streamline your research and maximize efficiency. 

    Whether you're evaluating stocks, real estate opportunities, or other investment avenues, mastering these time-saving techniques will help you enhance your investor toolkit. 

    Don't miss out on this insightful episode designed to empower you with the knowledge and tools necessary to conduct thorough due diligence effectively and in a fraction of the time. Check out the complete playlist and continue your journey towards investment success!

    • 9 min
    Private Investor Due Diligence Mini-Series: Overview - Episode 1

    Private Investor Due Diligence Mini-Series: Overview - Episode 1

    Welcome to the Family Office Club Due Diligence 5 Part Mini-Series Brought to You by https://verifieddiligence.com/  where we delve into the intricacies of wealth management, investment strategies, and the art of proper due diligence. In this premiere episode, we kick off on a journey to master the critical process of an indispensable component in the realm of family offices. 

    From assessing investment opportunities to mitigating risks, viewers will gain a comprehensive understanding of the methodologies and best practices utilized by leading family offices worldwide. Even if you're just getting started with navigating the complexities of wealth management, this episode will introduce you to practical guidance and actionable tips to enhance your decision-making process. 

    Subscribe now and stay tuned for more exclusive content designed to elevate your investment prowess and empower your financial success in this exclusive mini-series!

    • 8 min

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