3 Mindset Levels of Investor Relations Professionals

This is Richard C. Wilson, CEO of the Family Office Club coming to you from London today We're hosting a family office investor summit. I wanted to talk about the three types of investor relations professionals that I run into. They see that I run the Family Office Club, that we have constant investors on stage at our events, that we attract investors through us through thought leadership, through our family office podcast, through the books we publish, through just getting referrals over time, running the Family Office Club.

The first thing we see is that some people say, "Oh well, what five investors can you refer to me for my self-storage investment, or what 10 investors could you refer from a private equity fund?" That's the first level I see. They say, "Oh well maybe he's got five leads for me." That's stage one.

The second stage is really when someone says, "Hey, well it's not just about him giving me five leads. How did he create a set of skills and actions that attract investors to him and get him to close contracts with them?" The second stage is really asking for skills and maneuvers and how to execute and how to raise capital and become more specialized as a capital raiser.

Then the third level is how to create a system where you're creating new investor relationships all the time, where you maximize your attractiveness to potential investors, where you're attracting targeted investors who want the thing that you're providing in the marketplace so that you routinely and all of the time are making new potential investor connections.

To summarize here, the first level is someone that's coming to me and asking, "Hey, do you have five investor leads?" The second level of saying what skills, what actions, what execution each month do I need to raise capital? The third level is really how do I create a system for raising capital?

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