About
As a serial entrepreneur and pioneer in the wealth intelligence and data space, Mr…
Articles by David
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It was my great pleasure to address Platinum!
It was my great pleasure to address Platinum!
Shared by David Friedman
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As we wrap up the first semester of this MSc in AI, I look back and am struck by just how much the experience of being a student has changed. A…
As we wrap up the first semester of this MSc in AI, I look back and am struck by just how much the experience of being a student has changed. A…
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Madeleine Schulz wrote a really sharp piece in Vogue Business this week asking whether AI can "crack taste" — worth a read for anyone at the…
Madeleine Schulz wrote a really sharp piece in Vogue Business this week asking whether AI can "crack taste" — worth a read for anyone at the…
Liked by David Friedman
Experience
Education
Publications
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Interview on The Today Show regarding Powerball winners and wealth
The Today Show
See publicationBrief interview on The Today show regarding recommendations around selecting an advisor for someone who has a windfall of wealth such as from a lottery..
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Data mining and Your Future Client List
Advisor TV
See publicationInterview with me around how advisors focused on the UHNW market can build be more strategic and proactive in building their "Future Client Lists" by looking at their existing key relationships and COIs.
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How Wealth Managers are Winning Business with the Ultra-wealthy
White paper published with ByAllAccounts
See publicationCo-authored white paper on best practices for selling to the UHNW market
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Beyond Referrals
Private Wealth Magazine
See publicationArticle co-authored with Hannah Shaw Grove on best practices for business development in the UHNW space including data around referrals.
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Time and Social Capital
Private Wealth Magazine
See publicationDiscusses how advisors focused on the UHNW market should look at managing two of their client's two most important assets: their time and social capital. The social capital angle speaks to the opportunity to monetize the relationships your top clients have for referrals and future clients. The time element of this article speaks to be being prepared with great questions when you mean an UHNW prospect and not wasting their or your time pushing a product, platform or brand.
More activity by David
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new summation pod just dropped with Glenn Youngkin, 74th governor of Virginia and former co-CEO of The Carlyle Group. we cover running a state like…
new summation pod just dropped with Glenn Youngkin, 74th governor of Virginia and former co-CEO of The Carlyle Group. we cover running a state like…
Liked by David Friedman
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In our latest episode of Exclusive Resorts A Life Well Lived podcast I sat down with Dick Monfort — Colorado native, Owner, Chairman & CEO of the…
In our latest episode of Exclusive Resorts A Life Well Lived podcast I sat down with Dick Monfort — Colorado native, Owner, Chairman & CEO of the…
Liked by David Friedman
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My team at Private Club Marketing put this together — fun to be on the other side of the interview after over 2-decades of doing…
My team at Private Club Marketing put this together — fun to be on the other side of the interview after over 2-decades of doing…
Liked by David Friedman
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[SBM MONACO – THE ART OF TIMELESS LUXURY EXPERIENCES] The following day, the cohort spent the morning in Monaco with Monte-Carlo Société des Bains…
[SBM MONACO – THE ART OF TIMELESS LUXURY EXPERIENCES] The following day, the cohort spent the morning in Monaco with Monte-Carlo Société des Bains…
Liked by David Friedman
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𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁: 𝗪𝗵𝘆 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗖𝗢𝗢𝘀 𝗔𝗿𝗲 𝗤𝘂𝗶𝗲𝘁𝗹𝘆 𝗥𝗲𝗱𝗲𝘀𝗶𝗴𝗻𝗶𝗻𝗴…
𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁: 𝗪𝗵𝘆 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗖𝗢𝗢𝘀 𝗔𝗿𝗲 𝗤𝘂𝗶𝗲𝘁𝗹𝘆 𝗥𝗲𝗱𝗲𝘀𝗶𝗴𝗻𝗶𝗻𝗴…
Liked by David Friedman
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Grateful to speak at Forbes Global Properties and Platinum Properties NYC event hosted at the Forbes Media on 5th Avenue location as they embark on…
Grateful to speak at Forbes Global Properties and Platinum Properties NYC event hosted at the Forbes Media on 5th Avenue location as they embark on…
Shared by David Friedman
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One of my favorite parts of developing Tirion Data is that I have a team of grumpy agents designed to be a bit adversarial. The agent's goal isn't to…
One of my favorite parts of developing Tirion Data is that I have a team of grumpy agents designed to be a bit adversarial. The agent's goal isn't to…
Liked by David Friedman
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America has settled into a deserved 2nd place in most areas of competition, often behind China. But there is a framework for hope. Last week, I had…
America has settled into a deserved 2nd place in most areas of competition, often behind China. But there is a framework for hope. Last week, I had…
Liked by David Friedman
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A destination where fine wine, sustainable farming, and world-class art exist in remarkable harmony. Set in the heart of Sonoma, The Donum Estate…
A destination where fine wine, sustainable farming, and world-class art exist in remarkable harmony. Set in the heart of Sonoma, The Donum Estate…
Liked by David Friedman
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Thank you Skift for highlighting how onefinestay is refining its global portfolio. As the brand continues to evolve within The Exclusive Collective…
Thank you Skift for highlighting how onefinestay is refining its global portfolio. As the brand continues to evolve within The Exclusive Collective…
Liked by David Friedman
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In New Delhi for a few days to participate in a conference on "Kant our Contemporary" at the University of Delhi. Over 300 registrants, with people…
In New Delhi for a few days to participate in a conference on "Kant our Contemporary" at the University of Delhi. Over 300 registrants, with people…
Liked by David Friedman
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Always glad to support LUXUS as a luxury market leading and luxtech innovation in thought leadership and excited for LUXUS to have provided the…
Always glad to support LUXUS as a luxury market leading and luxtech innovation in thought leadership and excited for LUXUS to have provided the…
Shared by David Friedman
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Excited to grow our portfolio in these iconic destinations!
Excited to grow our portfolio in these iconic destinations!
Liked by David Friedman
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Mickey ALAM KHAN Looking forward to attending this event with such a stellar group of luxury brands this coming Wednesday.
Mickey ALAM KHAN Looking forward to attending this event with such a stellar group of luxury brands this coming Wednesday.
Liked by David Friedman
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