Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level.
That’s where Rich Robledo comes in. He’s built a thriving real estate business by mastering the art of networking, mentorship, and high-value conversations. Instead of constantly chasing new business, he’s created a model where opportunities come to him.
In this episode, Rich shares how financial advisors can apply the same principles to grow their practice. From curating the right circles to fostering client loyalty and referrals, he explains how he turned casual conversations into long-term business relationships with ultra-affluent clients.
We also dive into his investment philosophy, lessons from past market cycles (including the 2008 crash), and the mindset shift that separates successful advisors from those who stay stuck. If you're looking to elevate your network, build deeper trust with clients, and create a business that grows through relationships, you won’t want to miss this one.
3 of the biggest insights from Rich Robledo …
#1.) The Secret to Building a High-Value Network as an Advisor
Success in financial services isn’t just about your credentials, it’s about who you surround yourself with. Rich shares how he built a community of influential connections through mentorship, strategic events, and authentic relationship-building—principles advisors can apply to attract high-net-worth clients.
#2.) How High Net-Worth Clients Think
Rich has worked with ultra-affluent buyers, from high-profile athletes to top executives. He breaks down how they make decisions, what they value most, and how you can position yourself as their go-to advisor.
#3.) Real Estate Investing for Long-Term Wealth
Rich plays the long game in real estate. He shares why he holds properties for 10+ years, where he’s investing now, and how he structures deals for cash flow and appreciation.
SHOW NOTES
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