Investor Influence

April 9TH, 2021
1:00pm - 5:00pm EST

Investor Influence

April 9TH, 2021

Close more investors and deals by completing the Investor Influence Workshop, which is a day dedicated to helping investment marketing, investor relations, and capital raising professionals learn about and apply influence and persuasion best practices to their investment firms.

There are few better returns on investment of time than dialing in exactly how you position yourself and your firm, attract potential clients and investors, interact with them in a way that is engaging and authority-building, and add value consistently to potential leads that could say yes to your offering over time, so they know and trust you.

Through his post-masters studies at Harvard University and his work founding and building the Family Office Club into both a platform of family office investors and an investor relations suite of tools Richard C. Wilson has spent 1,000’s of hours learning and interpreting proven influence principles and has found practical ways for you to leverage these tools for your own strategic advantage in investor relations. While most chase leads, and call upon investors, Richard spends more energy attracting leads and receiving qualified warm inquiries on how to work together from ultra-wealthy clients and family offices.


5 Benefits of Attending this Workshop:

  1. Learn from 40 case studies, examples, and models to become more effective at attracting investors
  2. Leave the workshop with an investor influence implementation plan to execute immediately
  3. Adopt the SKAR Formula taught at this workshop to stand out from your competition
  4. Identify the natural paths to adding genuine value to investors while maximizing face-to-face meetings with prospects
  5. Grow your investor lead generation results through intentional positioning and activating influence principles within your investor funnel

The Investor Influence Workshop is a more advanced program meant to come after completing our Capital Raising Catalyst Workshop and it is something that everyone from a real estate developer to a hedge fund manager, or operating business looking to raise capital will find relevant on multiple levels.  We offer this workshop just twice a year and during it, you will participate in small group exercises, share strategies with peers, and complete a worksheet to help summarize and cement your takeaways to implement in your business.  This workshop is fast-paced, practical, and meant for anyone who wants to improve their ability to improve their investor relations, investment marketing, capital raising, deal flow, or positioning in their marketplace.

Member Testimonials

Testimonials | Here is what our clients are saying:

 You Will Benefit From This Event, Guaranteed. We only include practical proven marketing strategies and methods and we know you will get a ton of value out of attending this event.  If you attend and don’t get at least $1,000 worth of value for any reason at all, we will give you 100% of your money back within 1 business day.


Attendees:  Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, private business owners, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.  This event places an emphasis on direct investments and deal flow, thus participants are typically either representing a deal or looking to invest capital in a new investment.

Risk-Free Offer: If you attend our summit and find that you don’t get at least $1,000 of value, The Family Office Club will give you 100% of your money back on admissions paid. You will also be allowed to keep a copy of the event recording and materials for your trouble. Our full refund policy can be found here.

Questions? Call us at +1 (305) 503-9077

We look forward to meeting and networking with you at this workshop and hopefully a few more of our events in 2021.


Richard C. Wilson


(305) 503 – 9077
11445 E Via Linda, Suite 2-623
Scottsdale, AZ 85259

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