Dave is Back and He Has News

Hey now, it is November 3rd and we're back. I promised you we'd be back in a month and we are. We released a couple of shows while I was taking a month off from the podcast. We released a couple of interviews that were completed prior to deciding to go on hiatus, but I'm glad to be back with you and I'm happy to share what's going on these days.

So I announced that I was taking a month off from here and I did take almost a month off from social media, from doing things on social media. And the reason was because I started a new project. That's right. I've got a brand new project that I'm working on now and it is research into high net worth individuals and how to become a trusted advisor to high net worth individuals, to high net worth families, to family offices, to the affluent.

The reason that I'm focused on this is because whenever there is a downturn in the economy, that sector tends to be immune from the downturn in the economy or is more resistant to the downturn in the economy. And for my purposes, I always want my clients to be able to work at the highest end of the market. I want my clients to make the most money with the least amount of effort. I want them to be able to deliver maximum value.

And in order to do that, you have to be able to build the team that you want and that requires significant capital and where better to get significant capital than through working with high net worth clients, with affluent individuals, with family offices and with family businesses that are being sold. So I started doing research into this and in the last month, in the last 30 days, about six weeks actually. So from the last two weeks of September, from about September 25th on, I made a decision to pivot the focus of our company to helping advisors, consultants, attorneys, accountants attract high net worth individuals, affluent business owners, families.

And I started having conversations and I've had over a hundred conversations in the last 30 days. I've done 25 plus in depth interviews that have taken an hour or longer with people who are working with high net worth individuals, family offices, clients, and I've developed a model for attracting these clients based on my personal experience and what I've heard from the folks that I've interviewed. And I'm really excited about the model. I'm testing it now.

So here's what you can expect from me here on the inside BS show and inside BS still stands for inside business strategy because we're taking you behind the scenes here showing you what we're doing to build this business. Here's what you can expect to me from me over the course of the next, say 30 days in November. We're in November of 2025 right now. I'm going to do a few episodes each week, sometimes two, sometimes three.

And on those episodes, I will share with you what I'm doing to build my business. And I'll share with you what's working. I'll share with you. It's not working.

You can come along for the ride. Come along on the journey with me. If you want to see video of this, you can join me on Instagram. I'm going to post the raw videos in Instagram format, that vertical format.

I'm going to post them on my personal Instagram page, which I've reactivated. So those of you who are following me there, you can welcome me back. My Instagram page is the Dave Lorenzo. So my name and the word T H E in front of it, the Dave Lorenzo.

And these shows again, daily will be less than 10 minutes. My goal is snippets of content to give you an update on what's going on. And if I make them short, I can do them more frequently. So I'm documenting the process of building this new business and you'll watch me.

So you're watching Thomas Edison invent the light bulb here is basically what you're doing. I'm also going to crystallize my thoughts when I prove something and it's working. I will share that with you on LinkedIn. So if you go to my LinkedIn page right now, go to my LinkedIn profile right now, again, it is the Dave Lorenzo on LinkedIn as well.

So LinkedIn is the Dave Lorenzo and Instagram is the Dave Lorenzo. Go to my LinkedIn profile and if you're on my LinkedIn profile, you can scroll right in the middle, right in the smack dab in the middle. You'll see view my newsletter. Click that and the view my newsletter.

The newsletter link will come up. My newsletter on LinkedIn is now called the relationship economy. Be sure and subscribe to that. I'm publishing one LinkedIn newsletter a week in terms of the day it comes out.

We're experimenting. I did a Tuesday, I did a Thursday with the first two episodes or the first two versions of it and they both work Tuesday and Thursday. Both work. I think I'll try Wednesday this week, but it'll be a Tuesday, Wednesday or Thursday.

If you subscribe, you'll get it in your email inbox. So join me there and then send me questions about connecting with affluent clients, connecting with family offices. I want your questions. Send your questions to d lorenzo at d lorenzo.

com. So d l o r e n z o at d l o r e n z o.com. So that's what's been going on the last 30 days.

I'll start with my very first kind of progress report in the next episode. Maybe it'll be tomorrow, maybe it'll be the day after, but if you go to get inside bs.com and opt in, you'll get an email every time a new episode comes out. Get inside bs.

com. That's where you can get the show. So let me give you all of that info again. And it's a, this is a disaster from a communication standpoint.

As a communications expert, I'm only supposed to give you one thing to do every episode and I gave you like five there. So this show go to get inside bs.com opt in. You'll get an email when a new show comes out.

You want behind the scenes go to the Dave Lorenzo on Instagram. You want the results. You want to know what's working. Go to my LinkedIn profile, the Dave Lorenzo on LinkedIn and subscribe to the newsletter and you'll get all of the info there.

Thanks for joining me here on the inside BS show. It's great to be back. Happy November. And I'll see you in our next show.