Fri, 20 March 2020
Richard Wilson of the Family Office Club and Centimillionaire Advisors gives a Q1 check-in for 2020 and just share how things are going. It would be interesting to look back at this may be in one year, five years, 10 years and to share the progress made. With making $5 million in revenue in 2019, a 13-person team on Key Biscayne with a couple of team members in the Philippines, as well as one in Portugal and one in Oregon. Richard goes through the event space that hosted 25 events last year and the obstacles of attempting 30 live events this year with the current COVID-19 situation. How the situation has also pushed toward the adaptation of how to add value to charter members, investors and the deal flow channels that brings them together. One of the solutions is the podcast, webinar and virtual panel discussions that are now being offered to members and insights given to non-members of the Family Office Club.
Direct download: 3066088-q1-2020-check-in-episode.mp3
Category: -- posted at: 10:00am EDT