David Leppan, Founder of World-Check, Co-Founder of Wealth-X

Quintessentially can shut down the pyramids. So, is there anything they'll say no to? | Lauren Wilt

They can shut down the pyramids and arrange a proposal on an iceberg. But that's not what builds real loyalty. Lauren Wilt is the CEO of Quintessentially USA, one of the most exclusive concierge and lifestyle management firms in the world. Lauren Wilt is the CEO of Quintessentially USA, one of the most exclusive concierge and lifestyle management firms in the world. 40 offices globally. 26 years in business. Members who have stayed with the firm for years because the relationship runs deeper than any single request. In this conversation, we cover what actually makes trust work at the highest level of wealth, and why promising you can do everything is the fastest way to lose trust. What we cover: • Why access is earned, not given, and how Quintessentially vets both the member and the venue • The one thing money cannot buy, and how Quintessentially actually delivers it • Why transparency is a competitive advantage, not just a value • What nightlife taught Lauren about the ultra-wealthy that business school never could • The signal that tells her a client relationship has hit its highest point • Why the wealthiest clients are often the most down to earth, and what that says about wealth as an amplifier • Advice for fundraisers, financial advisors, and luxury sales professionals trying to earn UHNW trust Lauren started at 19 answering a Craigslist ad, ran reservations at The Box on a BlackBerry notes tab, and now decides who gets access to the inaccessible. If you sell to or raise money from the ultra-wealthy, the part about how she vets people before she’ll open a door is the part to watch. Connect with Lauren Wilt:   / laurenwilt   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmY0U2Zoai1ZSmh3UFFINVJzRWJ6c29ObjExQXxBQ3Jtc0tuRDdMU2JTNFowRUdGRFNCQmlVM3JQbFZUQnBhMFZPbEtOSnA2aFpkekV5cFRrYVhEcG1vLVMtQ0FzOTBibU92cGFEUl9Jb0Z3ZW1ySlNzR1hiTzQza05oQWlxMlJ0MDRnTmM0RHE0MFRvcEdQQkktZw&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Flaurenwilt%2F&v=-XCkRew7bGI] About Quintessentially: https://www.quintessentially.com [https://www.quintessentially.com] Relational Capital with Brian Gonzales. Mastering the art of access, trust, and influence with the ultra-wealthy. Produced by WealthQuotient: https://mywealthq.com/relational-capi [https://mywealthq.com/relational-capi]... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGFuN1JleEdiX0dNNVEwNDZXM09vRFdtTGdyd3xBQ3Jtc0ttZ1VuZG9IQTJkTGFUSnB2ellRT3NwWno5Y0ZTMnBPY254WGJCckw4VVQwRi1KVEZLQThic2FUeGFGX3Y1UG51LXpaZHVkU0E3WHpqdjRnTjBlTzhZa3UycGtKd0JXLUIzQktjWUQ5cE0wMXhPMHJrNA&q=https%3A%2F%2Fmywealthq.com%2Frelational-capital-podcast&v=-XCkRew7bGI]

Inside The Global Fund: How $4 Billion Gets Raised Without "Fundraising" | Maria Sol Pintos Castro

Most people have never heard of the four-billion-dollar organization that has helped save 70 million lives. That is by design. In this episode, I sit down with Maria Sol Pintos Castro, Deputy Head of Private Sector Engagement at The Global Fund, to pull back the curtain on one of the most significant and least understood organizations in global philanthropy. Sol's job is to bring the world's most significant philanthropists and ultra-wealthy individuals into partnership with the work. Past donors include the Gates Foundation, Christopher Hohn's CIFF, and Bono's (RED) initiative. And she will tell you she doesn't fundraise. The distinction matters more than you might think. Sol breaks down a completely different philosophy for engaging the wealthiest people on the planet. One that walks away from the dollar amount entirely, refuses to lead with the ask, and treats every relationship as a long-term partnership rather than a transaction. Here's what we covered: – How access to people like Bill Gates and Christopher Hohn actually gets built – Why leading with the ask is the fastest way to end the conversation – The mistake most organizations make when approaching major foundations – Why past philanthropic behavior should never dictate who you pursue as a prospect – How to navigate rooms where corporations, governments, and billionaires all compete for the same outcome – What separates organizations that earn long-term partnerships from those that never get past the first meeting If you work in fundraising, sales, wealth management, family office, private aviation, luxury, or any field where access to ultra-wealthy clients determines your success, this conversation will change how you think about building those relationships. CHAPTERS: 00:00 - Welcome to Relational Capital 01:52 - What is the Global Fund? 03:13 - "I don't call it fundraising" 09:29 - The Gates Foundation, CIFF, and Bono's Red 11:54 - From architect to global health 15:30 - What these relationships actually look like 19:22 - Where it gets genuinely difficult 27:38 - Is $10M a drop in the bucket? 29:31 - Getting past gatekeepers 31:09 - The referral conversation most organizations never have 35:40 - The biggest mistake in major gift fundraising 38:11 - What wealthy philanthropists actually want 39:20 - Past behavior doesn't predict future giving 42:35 - Where the real leverage comes from 45:25 - What makes a great ask 49:50 - Lightning round 51:14 - What this work taught her about people 53:22 - The story that keeps her going Listen and subscribe: mywealthq.com/relational-capital-podcast [http://mywealthq.com/relational-capital-podcast] About Relational Capital: Hosted by Brian Gonzales, Founder and CEO of WealthQuotient, each episode pulls back the curtain on how the world's top performers build trust, gain access, and win with high-net-worth and ultra-high-net-worth clients. About WealthQuotient: WealthQuotient helps sales and fundraising teams systematically access ultra-wealthy clients and donors through referral-based relationship systems. Visit wealthquotient.com [http://wealthquotient.com] to learn more. Connect with Sol: linkedin.com/in/maria-sol-pintos-castro [http://linkedin.com/in/maria-sol-pintos-castro] Follow Brian: linkedin.com/in/brianjgonzales [http://linkedin.com/in/brianjgonzales] #RelationalCapital #MajorGifts #Philanthropy #GlobalFund #HighNetWorth #WealthManagement #FundraisingStrategy #NonprofitLeadership #SalesPodcast #UltraWealthy

The Sales Rule Bob Denison Broke | President and Owner of Denison Yachting

Most brokers qualify prospects to protect their time. Bob Denison thinks that's one of the laziest things you can do in sales. In this episode of Relational Capital, I sat down with Bob Denison, third-generation owner of  ⁨@DenisonYachting⁩  [https://studio.youtube.com/channel/UCrS7LVKWs4YIJNWgW3cM6sw] and one of the most respected names in the luxury yacht brokerage industry, on the flybridge of a $15 million megayacht at the Palm Beach Boat Show. Bob's grandfather installed the first diesel engines in yachts in the 1930s. His father built the company. And Bob will be the first to tell you, after 25 years at the helm, he still does not feel like the name on the door is really his. This is a masterclass in how relationships actually get built with ultra wealthy clients, why the top performers in any sales role are the ones obsessing over service rather than qualifying, and what separates the brokers who break through from the ones grinding it out on the docks. We cover: • Why qualifying prospects is one of the worst things a sales professional can do • What a $15 million yacht is actually worth to the buyer, and why a private jet is a time machine but a yacht is something completely different • How three generations of the Denison name shaped one of yachting's most trusted businesses • The two things every top performer in luxury sales, fundraising, and wealth management should obsess over • Why the best in the industry walk away from every conversation asking a very specific question, and it is not what you think If you are in luxury sales, private aviation, wealth management, family office, major gift fundraising, or any business where access to ultra-wealthy clients determines your success, this one is for you. If you are in luxury sales, private aviation, wealth management, family office, major gift fundraising, or any business where access to ultra-wealthy clients determines your success, this one is for you. Listen and subscribe: mywealthq.com/relational-capital-podcast [http://mywealthq.com/relational-capital-podcast] About Relational Capital: Relational Capital is the podcast for sales professionals, fundraisers, and advisors who serve the ultra wealthy. Hosted by Brian Gonzales, Founder and CEO of WealthQuotient, each episode pulls back the curtain on how the world's top performers build trust, gain access, and win with high-net-worth and ultra-high-net-worth clients. Learn more about WealthQuotient: WealthQuotient helps sales and fundraising teams systematically access ultra-wealthy clients and donors through referral-based relationship systems. Visit www.wealthquotient.com [http://www.wealthquotient.com] to learn more about our enterprise coaching engagements and WealthQuotient University, our eLearning platform for individuals who want to build a real pipeline of UHNW prospects. Connect with Bob Denison: LinkedIn: linkedin.com/in/bob-denison-a8412/ [http://linkedin.com/in/bob-denison-a8412/] Denison Yachting: denisonyachting.com [http://denisonyachting.com] Follow Brian Gonzales: LinkedIn: linkedin.com/in/brianjgonzales/ [http://linkedin.com/in/brianjgonzales/] Website: mywealthq.com/ [http://mywealthq.com/] Subscribe for new episodes every Tuesday.

Sales Secrets from Steve Varsano | The World's Most Famous Jet Broker

What do the ultra-wealthy actually look for before they trust someone? In this episode of Relational Capital [https://www.mywealthq.com/relational-capital-podcast], Brian Gonzales sits down with Steve Varsano, founder of The Jet Business, inside the world’s first street-level private jet showroom in London’s Mayfair district. Steve has advised billionaires, founders, and global executives on private aviation purchases worth tens or even hundreds of millions of dollars. Through those conversations, he has developed a rare perspective on how ultra-high-net-worth individuals evaluate trust, credibility, and relationships. But this conversation isn’t really about private jets. It’s about decision psychology, authenticity, and how relationships influence high-stakes decisions at the highest levels of wealth and power. Steve shares what he has learned from thousands of face-to-face interactions with ultra-wealthy clients around the world, including how to read people across the table, why curiosity is more powerful than sales tactics, and why authenticity matters more than status. In this episode, you’ll learn: • How ultra-wealthy individuals decide who they trust • Why first impressions and personal presence matter in high-stakes conversations • How to read authenticity versus performance in business relationships • Why many advisors misunderstand the psychology of billionaires and UHNW clients • The role curiosity plays in building lasting relationships • How cultural differences shape global client dynamics • Why relationships may become even more important in the age of AI If you work with high-net-worth clients, operate in luxury markets, or build relationships where trust and discretion matter, this conversation offers rare insight into how those dynamics actually work. ⸻ Relational Capital is part of the WealthQuotient framework, designed to help advisors build access, credibility, and influence with ultra-high-net-worth clients. Explore more episodes, tools, and the WealthQuotient methodology: https://www.mywealthq.com/relational-capital [https://www.mywealthq.com/relational-capital] Subscribe for more insights on relationship capital, wealth psychology, and high-trust advisory leadership. Chapters 00:00 – Introduction and the Mayfair showroom experience 02:46 – Why face-to-face interaction still matters 06:13 – Navigating advice and trusting your instincts 08:45 – Building relationships with ultra-wealthy clients 11:57 – Reading people: real vs. fake 15:02 – Maintaining balance in power dynamics 18:01 – Proactive prospecting strategies 20:56 – Curiosity as a relationship advantage 23:55 – Cultural differences in global client engagement 26:52 – Misconceptions about ultra-wealthy individuals 30:10 – Authenticity and credibility in business 32:58 – Changing expectations among high-net-worth clients 35:56 – The future of wealth, trust, and relationships

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 – How smaller deals create long-term advisory relationships – The psychology of wealth and asset strategy – Why the ability to say “no” builds deeper trust than persuasion If you serve ultra-wealthy individuals in real estate, private banking, wealth management, philanthropy, capital raising, or any high-trust advisory role, this conversation will reshape how you position yourself. Relational Capital is part of the WealthQuotient framework, designed to help advisors build access, credibility, and influence with ultra-high-net-worth clients. 🔗 Explore more episodes, tools, and the WealthQuotient methodology here: https://www.mywealthq.com/relational-capital-podcast [https://www.mywealthq.com/relational-capital-podcast] Subscribe for more insights on relationship capital, wealth psychology, and high-trust advisory leadership.