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Showing episodes and shows of
WealthQuotient/formerly Wealth-X
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Relational Capital With Brian Gonzales
Michael Altneu Vice President of Luxury, Coldwell Banker
What separates advisors who work with ultra-high-net-worth clients from everyone else?In this episode of Relational Capital, Brian Gonzales sits down with Michael Altneu, Vice President of Luxury at Coldwell Banker, to explore how trust is built at the highest levels of wealth.Michael works alongside agents handling nine-figure real estate transactions and advising ultra-wealthy buyers across global markets. He explains why ultra-high-net-worth clients are not looking for hustle or polish. They are looking for judgment.We discuss:– The mindset of ultra-wealthy buyers– Why discretion and privacy drive high-end transactions–...
2026-02-19
49 min
Relational Capital With Brian Gonzales
David Leppan, Founder of World-Check, Co-Founder of Wealth-X
In this episode of Relational Capital, Brian Gonzales sits down with David Leppan, Founder of World-Check and Co-Founder of Wealth-X.David shares an uncompromising perspective shaped by decades of building global companies, living across continents, and operating at the highest levels of business and philanthropy. The conversation centers on a core idea: authenticity is not a personality trait. It’s a filter.They explore how trust is assessed in minutes, not months, why polish can become a liability, and how judgment, instinct, and emotional intelligence shape real influence. David also recounts wh...
2026-02-04
1h 13
Relational Capital With Brian Gonzales
Heath Ritenour, Chairman, Insurance Office of America
Authenticity matters more than polish when trust is built over time.In this episode of Relational Capital, Brian Gonzales sits down with Heath Ritenour, Chairman of Insurance Office of America, to unpack how trust is earned when decisions actually matter.Heath shares lessons shaped by real pressure, major leadership moments, and long-term thinking, including why authenticity consistently outperforms surface-level credibility, how trust compounds through behavior, and why performance alone is never enough.They discuss hiring for hunger over credentials, owning mistakes when they happen, and...
2026-01-21
43 min
Relational Capital With Brian Gonzales
Why Ultra-Wealthy People Tune You Out: Ben Dow – Jet Aviva
What actually causes the ultra-wealthy to tune people out before trust is ever built?In this episode of Relational Capital, Brian Gonzales sits down with Ben Dow of Jet Aviva, a private aviation advisor who has spent his career working with founders, celebrities, and billionaires in an industry where credibility is earned slowly and mistakes travel fast.Ben shares why most professionals lose attention early without realizing it, why consistency matters more than positioning, and how long sales cycles test resilience in ways many people are not prepared for. He also...
2026-01-15
30 min
Relational Capital With Brian Gonzales
Identity, Culture, and the Meaning of Legacy: Jamie Yuenger – Storykeep
In this episode of Relational Capital, Brian Gonzales sits down with Jamie Yuenger, founder of StoryKeep, to explore a dimension of wealth that never shows up on a balance sheet: identity, culture, and story.Jamie works with ultra-high-net-worth families to preserve the narratives that hold families together, especially during moments of transition, loss, or change. Through film, her work focuses on strengthening trust and connection by helping families understand who they are and where they came from.This conversation looks at why legacy isn’t just about the assets that get pa...
2026-01-08
44 min
Relational Capital With Brian Gonzales
Engineering Trust with Patrick Lahey, CEO and Cofounder of Triton Submarines
Patrick Lahey, CEO and co-founder of Triton Submarines, has spent nearly two decades building some of the most advanced human-occupied vehicles in the world. His clients are among the wealthiest and most influential people on the planet. In this conversation, Patrick talks through the difference between experimental craft and certified submersibles, the aftermath of the OceanGate tragedy, and why safety, transparency, and follow-through create the kind of trust that fuels referrals and long-term loyalty.He shares stories that reveal how relationship capital, not traditional sales tactics, drives the ultra high net worth market. From clients...
2025-12-10
42 min
Relational Capital With Brian Gonzales
Raphael Sauleau – The Art of Preparation
In this episode of Relational Capital, host Brian Gonzales, CEO of WealthQuotient, sits down with Raphael Sauleau, CEO of IYC (International Yacht Company) — a global leader in yacht sales and charter — to explore what it takes to earn the trust of the ultra-wealthy.Raphael shares insights from his career advising some of the world’s most discerning clients — and from his personal pursuits as an Ironman and ultra-marathoner. He draws parallels between endurance sports and business, revealing how preparation, discipline, and adaptability form the foundation of lasting relationships and success. Together, Brian an...
2025-10-29
45 min
Relational Capital With Brian Gonzales
Fran Swan – The Art of Connection
The debut episode of Relational Capital is here. Host Brian Gonzales, CEO of WealthQuotient, talks with Fran Swan, Chief Strategy Officer at VistaJet, about how authentic connection drives meaningful success among the world’s most discerning clients. 🎙️ Relational Capital explores how access, influence, and connection drive success at the highest levels — and how you can apply those same principles to your own work.For more information on WealthQuotient visit: www.mywealthq.com
2025-10-28
29 min
Prospect Research #Chatbytes
67: Relational Mapping with WealthQuotient
What if you could identify and access major gift prospects... at scale? Brian Gonzales has a process for that! >>Read more on the Learning Edge Blog
2020-07-07
22 min