Collaborate: To work together, especially in a joint intellectual effort

golden-egg

Collaborating to Manage the Golden Egg

The presentation below outlines Richard’s tried and true business practices that make him a trusted adviser to family offices. Topics include marketing yourself, networking, becoming a communications hub, listening, expressing gratitude, becoming a thought leader, and helping families create a legacy.

The presentation includes action items and challenges that will change how you think about the traditional ways of attracting and keeping clients.

Networking, Connecting and Transcending