Do Not Say These Things If You Work With the Ultra-Wealthy or Family Offices

Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

Send us a text

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