Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Richard C. Wilson | Family Office Club Workshop– AI, Thought Leadership & Capital Raising Strategies
Aug 23, 2025
Discover the pivotal role of thought leadership in capital raising and how a clear one-liner can boost deal flow. Richard Wilson shares innovative AI tools for sourcing and due diligence, plus sales strategies like text marketing and live chat to enhance investor outreach. Learn how to optimize pitches using custom GPTs, and explore the potential of building a knowledgebase from billionaire insights. The discussion also delves into the balance of AI and human judgment in investing, making this workshop rich with practical advice.
AI Snips
Chapters
Transcript
Episode notes
Thought Leadership Raises Capital Faster
- Thought leadership is the “holy grail” of raising capital and speeds fundraising significantly.
- Richard C. Wilson emphasizes adding investor value first through clear public authority.
Use A Clear One-Liner And Niche Brand
- Make your one-liner crystal clear and niche your brand to match your market.
- Abner renamed an LLC to Harlem Real Estate Holdings and immediately attracted local deals.
Leverage Text And Voicemail Tools
- Implement SMS marketing because text open rates far exceed email open rates.
- Use platforms like Twilio and PhoneBurner to scale calls, voicemails, and multimedia outreach.