Dave is Back and He Has News
In this episode, Dave returns after a month-long hiatus and explains the strategic pivot he has made. Over the last 30 to 45 days, he has shifted his business to focus on helping advisors, attorneys, accountants, consultants, and other professionals attract and work with high net worth individuals, family offices, and affluent business owners.
Dave describes why this client segment is resilient during economic downturns and why professionals who want to deliver maximum value should aim to serve at the top of the market. To build a clear, repeatable model for attracting and developing these relationships, Dave has conducted more than 100 conversations and over 25 deep-dive interviews with professionals already working in that space.
Going forward, the Inside BS Show will feature short, frequent updates documenting the build-out of this new business. Dave will share what is working, what is not working, and the thinking behind each move. Listeners can follow the journey in real time across multiple platforms.
This episode is the starting point.
Key Takeaways:
Dave describes why this client segment is resilient during economic downturns and why professionals who want to deliver maximum value should aim to serve at the top of the market. To build a clear, repeatable model for attracting and developing these relationships, Dave has conducted more than 100 conversations and over 25 deep-dive interviews with professionals already working in that space.
Going forward, the Inside BS Show will feature short, frequent updates documenting the build-out of this new business. Dave will share what is working, what is not working, and the thinking behind each move. Listeners can follow the journey in real time across multiple platforms.
This episode is the starting point.
Key Takeaways:
- The firm has pivoted to focus on helping professionals attract high net worth clients.
- High net worth clients remain active in all market conditions.
- Dave is developing and testing a new advisory model built from interviews and practical experience.
- The show will now deliver concise progress reports and lessons from the field.
- You can follow the journey on multiple platforms depending on the type of content you want.
Links Mentioned (include all in your show notes text and description):
Watch behind-the-scenes video updates on Instagram:
https://www.instagram.com/thedavelorenzo
Connect with Dave and subscribe to the LinkedIn Newsletter "The Relationship Economy":
https://www.linkedin.com/in/thedavelorenzo
(Click View Newsletter and Subscribe)
Subscribe to the podcast updates and get alerts when new episodes drop:
https://GetInsideBS.com
Email your questions about working with high net worth clients:
dlorenzo@dlorenzo.com
Call to Action for Listeners:
If you want to learn how to build relationships with affluent families, business owners, and family offices, start by subscribing to Dave’s LinkedIn newsletter and replying with your questions. The show going forward will be shaped by what you ask.
Watch behind-the-scenes video updates on Instagram:
https://www.instagram.com/thedavelorenzo
Connect with Dave and subscribe to the LinkedIn Newsletter "The Relationship Economy":
https://www.linkedin.com/in/thedavelorenzo
(Click View Newsletter and Subscribe)
Subscribe to the podcast updates and get alerts when new episodes drop:
https://GetInsideBS.com
Email your questions about working with high net worth clients:
dlorenzo@dlorenzo.com
Call to Action for Listeners:
If you want to learn how to build relationships with affluent families, business owners, and family offices, start by subscribing to Dave’s LinkedIn newsletter and replying with your questions. The show going forward will be shaped by what you ask.