Ep #345 – Richard Wilson – The Family Office Expert
Here is some of what you will learn:
What is a family office
High net worth individuals
Components of a family office
The value of pitch decks
Mistakes on pitch …
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What is a family office
High net worth individuals
Components of a family office
The value of pitch decks
Mistakes on pitch …
by
Is the millionaire dream dead?
Myths about financial success
The five key attributes of everyday millionaires
Responsibility
Intentionality
Goal Oriented
Hardworking
Wealth …
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Value-add improvements
Unit upgrades
LVT Tile
Unit rehab turnaround time
The value of window replacements
Exterior upgrades
Water and intrusion issues
Rainwater management…
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The value of CRM
Understanding RVM (Ringless VoiceMail)
Phone harvesting needskip.com
Predictive dialing mojosells.com
Facebook Custom Audience
The value of a …
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Due diligence process
Lease audit
Creating an Operating forecast
Dialing in exact capex costs
Lease audit
Importance of data driven audits
Questions …
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Developing your team
The importance of Face Time
Understanding the partnership dynamic and how to succeed with partners
The importance of attorney …
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242 S. Washington Blvd Suite 319
Sarasota, FL 34236