“I offer like free quick calls, intro calls. But then I offer like a monthly advisory plan with these weekly sessions.”
RP
Riccardo Pisano
Practical Founders Podcast ·
“We have $600 billion given away every year. Almost every single family that we work with wants us to help them put in place a philanthropy plan”
TBPN · Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik Kabaria
Play from 1:00:18
1:00:18
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What was described
Offer a comprehensive philanthropy advisory service as part of wealth-management for ultra-high-net-worth families
Said nearby on the same subject
“Ultra-high net worth families… have nearly 46% of their assets in alternative investments… more than half, 52%, was invested in private equity.”
♫
Said on Tony Robbins Podcast Daily
“We have a next-gen advisory council with some of the, you know, prominent wealthy American families represented”
♫
Said on TBPN
“Conversion rate optimization, I don't offer as a service. I just love doing it. So if you have a general retainer with me, I'm going in and doing it. And you just get that as a bonus for free.”
AR
Adam Reimer
The SEO Podcast: Page 2 Podcast ·
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