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Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz
What can financial advisors learn from those guiding the world’s wealthiest and most complex families?
And how can you position yourself as the advisor your A+ clients call first?
In this episode of the Top Advisor Podcast, Bill Cates interviews Rich Wolkowitz – attorney, advisor, and founder of Xylogenesis. From White House counsel to family office insider, Rich shares unique lessons that every financial professional can use to deepen trust, expand value, and strengthen client relationships.
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3 Key Takeaways:
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Rich and Bill Discuss:
Connect with Rich Wolkowitz:
Resources:
Connect With Bill Cates:
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