22 insights from our 450-person investor summit

Whether or not you were with us at our Family Office Club's 450-person investor summit last week I typed up my notes on the top 22 strategic insights from the 100+ speakers we featured on stage.??

This is less than 1% of what was said at our event, but as you can see it can be life and business changing.

22 Insights From Our Investor Summit:

• $1B Family Office on Selecting Investments:??We had the CIO of a $1B+ family office who has allocated to 200+ investment managers on stage commented that emails should communicate 3 points in a few sentences, what you do and how is it unique, what is your edge, and your track record with some links to materials.??Most leave out parts of that and write too much.
• Boy Scout Outlaws: The Boy Scout law is essentially the values you live by while in the boy scouts (trustworthy, loyal, helpful, friendly, courteous, kind), I shared on stage those values and how if you don't follow those you are an outlaw in his eyes and he will not work with outlaws or keep them within the investor club - this is what helps create a genuine, friendly community of peer founders and investors.??We believe the world would be a better place if everyone lived by these values - so we spread good as we grow by spreading them and our values as a company and community are our advantage.
• Michael & Bonnie from Barefoot Wines:??While prepping for our fireside chat with Michael and Bonnie I could tell right away they had a lot in common with how we operate. On stage they confirmed that talking about the persistence, mindset traits, and visualization required to scale from a startup, storing wine in a laundry room to it now being the #1 wine brand globally.??Also, got a great quote in prepping questions for the interview, when Michael quoted Henry Kissinger in saying "What questions do you have for my answers?"??I have to use that sometime.??Also, Michael stressed the critical importance of strategic alliances, he said it this way "who gets rich if you get rich?"??The more powerful that group/person is the better.
• Simplicity is Success:??Simplicity on the other side of complexity is elegance and power.??What is simple can scale.??Extreme focus is a super power - keep your focus simple, and identify what really moves the needle.
• Upgrade Your Financial IQ: If your financial net worth scales faster than your financial IQ – the world will rectify that equation very quickly.??Chris who played as a NFL pro athlete for a decade talked about that on stage, and he decided to fund his own venture vs. going to raise from athletes in the sport so it was his own capital at work.??Those regular investors, NextGen family members, and pro athlete investors and founders who do both are always improving their financial IQ and not simply relying upon advisors.
• Digital Real Estate: IP – Patents, Domain Names, proprietary tech stacks are like real estate, and data itself became worth more than oil about a decade ago, yet many do not act accordingly in this new reality. It takes courage even now to invest in digital assets when others question their value despite Airbnb being worth 3x more than Marriott without owning any hard assets in the hospitality space.
• Super Founders: Family offices are essentially Super Founders who have scaled to generating 7-8 figures of profits or having an exit, or large capital gain and now need to work on their businesses vs. just working on their one business.??This fact that everyone in Family Office Club is essentially a peer founder and/or investor helps in exchanging value and best practices.
• Underestimated: Most people have been underestimated their whole life, laughed at, ridiculed, told to quit, told they will not make it and are not cut out for it or are wasting their time.??That is expected, and as Schwarzenegger says being underestimated is actually a great thing, it becomes that much more satisfying when you do make it and this way nobody even sees you coming. This was mentioned on stage a few times throughout the event.
• ?3 Decade Moat of 1,000 Nuanced Iterations: Many times I see the ultimate position in business is to have an ethical reputation, and track record in a business or niche over 20-30+ years.??Almost nobody can compete with the moat created through distribution, joint ventures, dial-in offerings, structures, and positions cemented over decades of performing at a high-level.??John from Fairbridge Asset Management started doing hard money lending only in the Bronx, and now is managing $1B+ and scaling quickly 30+??years later - he shared his story on stage a few days ago.??If you speak to these types of CEOs many express gratitude, feel fortunate and do think they got some lucky breaks along the way but none of them will say they simply "got lucky" and that is it, you don't navigate 30 years of hurdles, pitfalls, and challenges by crossing your fingers.
• Adaptation to Artificial Intelligence: Every segment, company and offering can be or is being enhanced by AI in multiple ways – sales, manufacturing, R&D, medicine, etc.??Strive to be in the top 10% of the pack of your space, even if you are not the top 1% or .1% fringe, do not be average in this area as it is quickly transforming our world and your celebration or complaints about AI will be due to where you rank in adoption and innovation.
• Maniacal Passion is required to compete at the highest level – but even then it doesn’t mean you will succeed, there are 100 things you need to do right to even have a shot, no one magic bullet and one bad move could mess it all up, that is why the % at the top is low, it is hard to gain and can be easy to lose.
• Health: Ken from Youtopia mentioned that Health is the highest form of wealth, exactly in line with us stressing families need to strive to be ultra-healthy not just ultra-wealthy to be a good example leader for our communities and families.??Daniel Puder, undefeated UFC fighter also brought this point up and how being part of our investor club has helped him dial in his health once again.??We feature pro athletes on stage as they have a winning mindset, are health-minded, and can be a capital/investor source as well.
• State of Mind is The Next Leveling-Up: I interviewed Tony Robbins for our Billionaires.com 100 billionaire interview series and Tony often emphasizes the importance of mindset.??For most business people we got degrees, read books, listen to books, stream podcasts and go to meetings to pick up strategies. We spend most of our business life collecting strategies - but after taking in 1,000+ strategies a new one only moves the needle so much typically.??Tony now oversees a portfolio of 110 companies doing billions in revenue and he suggests focusing on adjusting your mindset is the quantum leap move now. How often are you in a peak mental state? How quick can you get back to it once something knocks you off your "A Game?"??Another quote from Earl Nightingale discussed on stage was "you become what you think about most of the time."??The founder of the world's largest real estate brokerage mentioned below confirmed that??has been true with him.??
• Founder of Keller Williams Realty - #1 Real Estate Brokerage: The founder of the largest real estate brokerage in the world moderated one of our discussion panels on real estate and gave a standalone talk.??What strikes me most now, after having dinner with Joe 5 times and seeing him speak many times now, is his energy.??There is something magnetic about his positive, friendly nature combined with expertise on leadership that attracts business and forward momentum.??This is directly related to the point above on mindset.??Joe also said "the more things change the more things stay the same" and pointed to what good leadership, culture, and team building is all about.
• How to be #1 In Your Niche: Many do not even focus on 1-2 niches, so it is pretty hard to be #1 in an area if you don't focus.??Once you do decide to focus, we have consistently found that few want?to take the time to read everything published on their niche.??This has been our approach since learning this strategy 7-8 years ago, to not just write 1,000+ blog posts, produce 3,000+ videos, and 1,000+ YouTube videos but to read through every family office book published, every book authored by a billionaire, etc.??Mark Cuban said that you just need to outlearn everyone in your niche and you have a great chance of winning over time, Bill Gates says if he could have one super power it would be "reading faster."??At our event I shared how I only listen to audible books at 3x or 3.5x and getting used to listening at 3.5x is a super power - as in a bit over 1 hour you can get a half day of billionaire ideas, or insights from experts in your niche into your brain.??As you may have learned at our Billionaire Strategies Mastermind, I noted that being a voracious learner is a top trait of the ultra-successful.??
• Four Seasons Service: When you are used to Four Seasons Service you appreciate those in line with that expectation and it is a bit jarring when you step outside of it unexpectedly.??How can you treat investors, and partners with so much respect for their time, such valuable ideas/strategies, and thoughtful use of their time that them engaging with others will feel like staying at a Motel 8 after leaving your Four Seasons experience???The more you can develop a tool kit of value add relationship creating approaches with powerful families, the more you can prepare for meetings/communications, and immediately complete follow up required the faster business goes.??
• NFL Pro Athlete Investors: One investor on stage who played in the NFL for a decade said it came down to setting a standard for yourself above everyone else around you.??That mindset and the discipline to do what was needed day in and day out is what it takes to compete at the highest levels in business or sports. Our goal is to have the grit, discipline and health of a pro athlete, and the scaling strategies of centimillionaires and billionaires.
• Family Office Mindset: At the event we talked about the common traits and mindset of family offices.??This includes preferred deal structures, grit, innovation, creative thinking, bucking the trend, not copying the herd, securing strong industry positions, leveraging extreme focus personally and at times within their business, passion, high conviction, fast concise communications, and momentum - every time you connect they have moved things forward greatly.??We have found family offices have an internal locus of control, they believe in controlling their destiny, they are not passive in life.??As Mark Victor Hansen put it while I had coffee with him recently, "I happen to the world, the world doesn't happen to me, I make stuff happen."??We see this among our clients every day.
• Trust:??Michael from Treasure Investments made a sharp remark, he said that at times because he was worthy of trust he transferred that expectation upon others who he should not have trusted.??Make sure if people tell you who they are that you listen, and you go out of your way to work with those who are class act professionals.
• Investor Influence: If you are looking to work with peer investors, other founders, or institutional investors it helps to think through investor influence strategies, ways to get more investors saying "yes" to your requests for their time, strategic help, and capital.??I recently interviewed Robert Cialdini who shared that the #1 thing to put at the start of an investment pitch or in your materials is to open a mystery, to open a loop that the investors will want to close by hearing the end of your pitch and seeing what the solution or answer is now that they are curious.??
• Ultra-Wealthy Investor Deal Sourcing: The Head of Direct Investments for a single family office on stage noted that many times she has to request permissions to view files, or ask for basic materials. She suggested keeping everyone's life simple and linking to or attaching small PDF files. She also encouraged investors to speak publicly, have a small website, and make it clear what you want to invest in so you see more deals.??This is exactly in line with what we always stress to investors - to see deals first, exclusively, and at a better valuation point than anyone else in your sandbox.??If you do that, it gives you a massive edge over others and your formal self.?
• 100+ Speakers: With over 100+ speakers on stage every one takes away something unique, and there are strategies and relationship leads for a full spectrum of investors, founders, and capital raising executives.??We have the fastest-moving most content right events of any investor club events globally - to keep things exciting and dynamic, we like to equate it with watching F1 vs. golf (most investment events).??

If you found these points helpful - you would find yourself among peers at our events most likely. Do you want to upgrade your mental models, strategies, investment structures, minds, due diligence process, and capital networks to reach your full potential???We do, and that is why I script the questions to each discussion panel personally, and keeps inviting exciting entrepreneurs who have had exits, centimillionaires and billionaires for fireside chats at each event offered.??

We have 4 billionaire fireside chats, a centimillionaire fireside chat and 100+ speakers on stage planned for our Miami investor club community event in December.??If you want to be surrounded with peer founders and investors register here to start membership, or send me a text/WhatsApp at (305) 333-1155 with your questions or email me at [email protected] for more details.

Here are a few more pictures from the event so you can see the quality of our investor community: