Navigating the world of institutional investors can seem daunting, but it's not always about having the "right" connections.
In my latest discussion with Brian McKelvey, we explore the misconceptions of working with big investors and share insights on building authentic relationships.
Sometimes, it’s about direct outreach and persistence. Listen to how Brian successfully established connections with notable family offices worldwide. Tune in now!
#InstitutionalInvestors #Networking #BusinessGrowth
Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners should consult their own legal counsel, compliance teams, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
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