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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 ...
 
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show series
 
Richard C. Wilson of the Family Office Club discusses the importance of owning your mistakes early on to build trust in an investment relationship. Keywords: Investors, Due Diligence, Bad Investments, Investment Losses, Investment Mistakes, Honesty, Deal, TransparencyBy Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
 
Richard C. Wilson of the Family Office Club discusses easily avoidable mistakes you can make when preparing to look for Investment. Keywords: Investors, Investments, Top 5 Investment Mistakes, Top five Investment Mistakes, Capital Raising Mistakes, Due Diligence, Prepared, Investment Homework, Investment Research.…
 
Even before the pandemic, resilience, growth, agility, and creativity were buzz words for the ideals businesses should strive toward. Now, in a post COVID-19 world, they have become necessities for survival and relevance, especially for the traditionally risk-averse financial services industry. Turning this global ship in a completely new direction…
 
Richard C. Wilson of the Family Office Club interviews Tom Wheelwright on converting active income to passive income. A Tax Interview with Tom Wheelwright Keywords: Tax, Tax Strategies, Tax Expert, Business Tax Expert, Investment Tax Expert, Tom Wheelwright Author, Tom Wheelwright BooksBy Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
 
Innovation cycles of technology, while exciting, can also be anxiety-inducing when it comes to having to adopt new technology. Shifting employees from one mode of thinking to another without a plan can take a tremendous toll on morale and as a result, on ROI. But when there is a limited budget, how can stakeholders effectively communicate the value…
 
When it comes to instructional design, there has traditionally been a lot of emphasis on the delivery of the learning content. Designing for the modern learner needs to move beyond the delivery to the journey as a whole. It requires a systemic strategy that involves the learner in the process early, and often, and builds an experience that drives e…
 
Black History Month may be coming to an end, but the conversations and education surrounding the triumphs and struggles of Black experiences should continue all year round. This week’s podcast is joined by, Stephanie Wedgeworth, Product Trainer; Adrian McClelland, Vice President of Diversity and Engagement; and Maurice Bembry, Product Trainer for G…
 
When employers talk about someone not being a “good fit” for a job, could it actually be code for biased hiring? There is no denying that when it comes to diversity in the workplace, there are countless benefits it plays in driving innovation, increasing productivity, and expanding into new markets. Hiring someone because they connected on a person…
 
The famous line in the movie “Field of Dreams” goes, “If you build it, he will come.” Your users may come to your new technology platform because they have no choice, but will they know what to do once they’re there? You can design and build the best system out there, but if your users, your people, fail to adopt the system, you will not achieve yo…
 
Businesses that thrive are in a constant state of transformation and the skills and knowledge needed from your workforce continue to evolve. This is when a focus on workforce transformation becomes necessary. But what distinguishes true workforce transformation is recognizing that people are at the heart of the change and L&D solutions need to be d…
 
As we close a chapter on 2020 and ring in a new year, it’s time to look ahead to what is on the horizon for organizations when it comes to L&D. What should companies do to systemically integrate diversity and inclusion throughout their learning strategies instead of one-off classes that are done once a year? How will “just in time” learning evolve …
 
Most of us have been in a situation where we felt cornered, or defensive, or misunderstood in some way, and in the moment it almost felt like we were taken over by an evil twin. We watched ourselves react in a way that we knew will not end well. But we did it anyway. Ellen Lauterbach, Leadership Development Consultant, joins this podcast, to examin…
 
The importance of effective change management tactics and communication cannot be overstated. It has always been the life blood for any change, but now with the majority of executives, stakeholders, project teams, and employees working remotely, it is even more important. Julyan Lee sits down with Cedric Brisseau, Change Management consultant, to d…
 
It is difficult to understand change impacts in a world where many employees are working remotely and it’s not as easy to directly understand how disruptive a change initiative is when you’re not on site and observing firsthand how people are responding. This is especially challenging in today’s environment. Change practitioners and clients need to…
 
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