Family Office Services and Wealth Management00:03:01 - How to align interest between the office and clients00:05:53 - Investing Based on Clients' Values and Ethics00:09:01 - Matching Risk Tolerance and Beliefs in Portfolio Allocation00:12:15 - Diversification and Risk Tolerance in Investment Portfolio Building00:15:08 - Using Technology to Improve Client Communication and Operations with AI00:18:03 - How AI Can Improve Business Efficiency and Client Communication00:20:45 - Client Relationships and Confidentiality with a Wealth Management Firm00:23:35 - Personal Relationships in Business and the Limits of Marketing Outreach00:26:22 - Building a Personal Brand and its Benefits00:29:41 - Estate Planning for Crypto Ownership00:32:34 - The Personal Relationship in Wealth Management00:35:31 - Personal Relationships and Risk-Taking in InvestingFollow Brendanhttps://www.linkedin.com/in/brendanholtdunn----Sean Weisbrot sold $15M+ by 30.He has founded 5 companies, invested in 5 companies, and has advised dozens of companies.📈 Hire Sean to Advise: https://welivetobuild.com/advising🎯 Hire Sean to Hold you Accountable: https://welivetobuild.com/accountability🗣 Hire Sean to Speak: https://welivetobuild.com/speaking💶 See if Sean is currently looking for new investments: https://welivetobuild.com/investing🤝 Want to meet like-minded entrepreneur?: https://discord.gg/welivetobuild🎧 Do you want Sean to be your next podcast guest? Email the team: [email protected] Hosted on Acast. See acast.com/privacy for more information.