In this podcast episode, Richard Wilson shares his entrepreneurial journey, emphasizing the importance of creating one's own luck through hard work and cold calling. He discusses the significance of family offices in wealth management and the value of building genuine relationships by adding value first. Richard also highlights the role of social media in growing his business and the importance of maintaining a strong family dynamic while pursuing entrepreneurial goals. He concludes with insights on the necessity of grit and focus in today's fast-paced world.

Takeaways:

• Creating your own luck is essential for success.
• Cold calling can lead to unexpected opportunities.
• Adding value first builds trust in relationships.
• Family offices are a unique niche in wealth management.
• Grit and focus are crucial in today's society.
• Social media can amplify your reach and influence.
• Daily mindset practices can enhance productivity.
• Investing in family values is key to raising successful children.
• Being present as a parent requires intentionality.
• The support of a spouse is invaluable in entrepreneurship.

Chapters

00:00 Introduction to Richard Wilson and His Journey

05:59 Creating Your Own Luck: The Power of Cold Calling

12:16 Understanding Family Offices and Adding Value First

20:26 The Thrill of Capital Raising and Building Relationships

23:17 Niche Focus: The Family Office Space and Future Goals

29:41 The Power of Authenticity in Thought Leadership

32:15 Documenting Your Journey: The Key to Success

36:41 Daily Frameworks for Achieving Goals

38:46 Family Values: A Cheat Sheet for Life

42:47 Defending Family Values in a Changing World

45:30 Being Present: Balancing Work and Family Life

50:07 The Role of a Supportive Partner in Entrepreneurship

Leti and Kenji share their inspiring journey from being physicians to successful real estate investors. They discuss the challenges they faced, the importance of mindset, and how they built a community to help others achieve financial freedom through real estate. Their story emphasizes the significance of education, mentorship, and the power of niching down in business. They also touch on balancing family life with their entrepreneurial pursuits and the legacy they hope to leave for their children.

Key Takeaways:

• Leite and Kenji started investing in real estate to achieve financial freedom.
• They faced challenges in their early investment journey but remained committed to their goals.
• Mindset and purpose are crucial for overcoming obstacles in real estate investing.
• Education and mentorship played a significant role in their success.
• They emphasize the importance of niching down in business to serve a specific audience.
• Balancing family life with work and personal growth is essential for their happiness.
• They believe in the power of community and helping others achieve their goals.
• Investing in oneself is the best investment one can make.
• They encourage others to take massive action towards their goals.
• Their ultimate goal is to help others live lives they love.

Chapters:

00:00 Introduction to Leite and Kenji's Journey

02:52 The Decision to Invest in Real Estate

05:37 Overcoming Challenges and Mindset Shifts

08:22 The Importance of Purpose and Goals

11:32 Real Estate vs. Other Investment Options

14:18 Building Wealth Through Real Estate

17:25 Navigating the Real Estate Market

20:00 Education and Mentorship in Real Estate

22:47 Final Thoughts and Advice for Aspiring Investors

28:48 Investing in Personal Growth

33:07 Balancing Life and Learning

37:13 Taking Massive Action

42:00 Building a Business from Scratch

47:12 The Power of Niching Down

48:41 Embracing Fear and New Challenges

53:55 Legacy and Contribution

In this engaging conversation, Rory shares her inspiring journey from being a teacher to becoming the Director of Asset Management at Wind River Group. She discusses the challenges of balancing family life with career ambitions, the importance of continuous learning, and the value of building strong relationships in business. Rory emphasizes the significance of extreme ownership in asset management and her plans to launch a podcast aimed at providing leadership insights in the property management industry. Her advice for those looking to transition in their careers is rooted in gratitude, curiosity, and preparation.

Takeaways:

• Rory's journey from teacher to Director of Asset Management is inspiring.
• Balancing family and career requires prioritization and flexibility.
• Teaching provided valuable lessons in leadership and understanding diverse needs.
• Curiosity and a willingness to learn are key to career growth.
• Building strong relationships is essential in business and property management.
• Extreme ownership is crucial for effective asset management.
• Investors should ask about property management vetting processes.
• Gratitude for current circumstances can lead to personal growth.
• Opportunities arise when preparation meets effort and faith.
• Rory plans to launch a podcast to share leadership insights in property management.

Chapters

00:00 Introduction and Background

04:22 Journey into Business and Teaching

10:14 Balancing Family and Career

13:56 Faith and Personal Revelation

20:48 Transitioning Back to Business

26:06 Curiosity and Continuous Learning

26:58 Curiosity and Work Ethic: The Keys to Success

28:32 Understanding the Role of Chief of Staff

29:37 Navigating Corporate Acquisitions: A Unique Experience

32:34 Transitioning Roles: From Chief of Staff to VP of Strategy

36:57 The Growth Journey at Wind River Group

38:35 The Importance of Asset Management

41:57 Building Relationships with Property Managers

48:32 Investor Insights: What to Look for in Property Management

52:12 Future Aspirations: Launching a Podcast for Property Management

56:02 Advice for Career Transitions and Personal Growth