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In this live investor event session, Richard C. Wilson breaks down what truly separates billionaires and centimillionaires from “normal” successful people, and why most founders, fund managers, and advisors unintentionally take their foot off the gas once they hit a few million.

Richard shares insights from dinners with heads of an $8B+ family office, and then dives deep into one of the most overlooked force multipliers in capital raising: positioning. He explains why the founder of Paychex refuses to invest in any company that isn’t branded to win, and how a simple rebrand at $8B AUM helped one wealth advisor grow past $25B+ in assets.

You’ll learn:

• Why top families keep pushing while others coast at $5–10M
• How a crystal-clear niche and brand name can make your firm “preeminent” in your space
• The Jim Collins hedgehog concept applied to capital raisers (passion, profit, and DNA)
• How to choose a 7% niche that captures 70% of the profits
• Why generic names like “XYZ Capital” quietly kill replies, deal flow, and investor trust
• How to send investor emails that deliver real value first (checklists, DDQ templates, tools) instead of “Can I pitch you my deal?”

Richard also shares real before/after examples of rebrands that moved firms from confusing and forgettable to institutional-grade and obvious at a glance, plus how his own YouTube positioning has led to cold inbound from founders doing tens of millions in revenue.

👉 Want to become the “key master” in your niche and get taken seriously by family offices, decamillionaires, and centimillionaires?
Review our 30+ in-person investor events each year and membership options at https://familyoffices.com/

https://familyoffices.com/