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Podcast: Purpose-Driven Wealth
Episode: Episode 68 - The Journey To Becoming An Industry Thought Leader
Description: Join Mo Bina and guest, Richard Wilson, CEO, and Founder of Family Office Club, as they discuss safeguarding assets from minor mistakes to prevent severe financial harm and his journey from cold calling to what he is in the industry today. Richard shares that the family office has nothing to do with setting up an office in a house. Instead, it is about needing someone to help plan one's business holistically and look over the balance sheet as one gets wealthier. Because one mistake, like forgetting to file something on time, could have paid for a full-time person to...