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

Richard C. Wilson | Family Office Club Workshop– AI, Thought Leadership & Capital Raising Strategies

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

00:00

Pre‑Screening Pitchers Before Calling Saves Hours

Richard outlines asking detailed questions, using Dewey due diligence, and having an agenda before phone meetings to be efficient.

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