Dave is Back and He Has News

In this episode, Dave returns after a month-long hiatus and explains the strategic pivot he has made. Over the last 30 to 45 days, he has shifted his business to focus on helping advisors, attorneys, accountants, consultants, and other professionals attract and work with high net worth individuals, family offices, and affluent business owners.

Dave describes why this client segment is resilient during economic downturns and why professionals who want to deliver maximum value should aim to serve at the top of the market. To build a clear, repeatable model for attracting and developing these relationships, Dave has conducted more than 100 conversations and over 25 deep-dive interviews with professionals already working in that space.

Going forward, the Inside BS Show will feature short, frequent updates documenting the build-out of this new business. Dave will share what is working, what is not working, and the thinking behind each move. Listeners can follow the journey in real time across multiple platforms.

This episode is the starting point.

Key Takeaways:

• The firm has pivoted to focus on helping professionals attract high net worth clients.
• High net worth clients remain active in all market conditions.
• Dave is developing and testing a new advisory model built from interviews and practical experience.
• The show will now deliver concise progress reports and lessons from the field.
• You can follow the journey on multiple platforms depending on the type of content you want.

Links Mentioned (include all in your show notes text and description):

Watch behind-the-scenes video updates on Instagram:
https://www.instagram.com/thedavelorenzo

Connect with Dave and subscribe to the LinkedIn Newsletter "The Relationship Economy":
https://www.linkedin.com/in/thedavelorenzo
(Click View Newsletter and Subscribe)

Subscribe to the podcast updates and get alerts when new episodes drop:
https://GetInsideBS.com

Email your questions about working with high net worth clients:
[e-mail]

Call to Action for Listeners:

If you want to learn how to build relationships with affluent families, business owners, and family offices, start by subscribing to Dave’s LinkedIn newsletter and replying with your questions. The show going forward will be shaped by what you ask.

What is Inside BS Show?

Would you like to work with better clients, make more money, and build a business that gives you true freedom?

Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur?

Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access?

Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real business leaders talk strategy, success, and scale.

These are your people. They've been where you are, and they've gone where you want to go. But most importantly, they feel your pain and can help it go away.

If you're an entrepreneur, CEO of a private company, or leader of a professional firm, this show is your secret weapon.

On each show we break down the business growth strategies that insiders use to win—revenue generation, building influence, succession planning, hiring top talent, navigating legal minefields, and crafting an exit strategy that maximizes value.

But this isn’t just a podcast—it’s a community. We don’t just talk at you; we bring you into the conversation.

Your host, Dave Lorenzo (The Godfather of Growth), gives you an exclusive front-row seat to the insights, strategies, and behind-the-scenes conversations that drive business success.

A new episode drops each Wednesday at 6 AM.

Want to connect with Dave? Call [phone].

What are you waiting for? Join us ON THE INSIDE.

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.