In this session of the Inside BS Show, Dave Lorenzo and John Alfonsi sit down with Glenn Wasserman, CFO of Driftwood Capital, to examine how high-net-worth investors actually evaluate trust, competence, and alignment when deploying capital.Drawing on Driftwood’s experience managing billions in hospitality real estate assets, Glenn takes participants inside real investor conversations, not performance marketing. He explains why sophisticated
Most professionals think high-net-worth clients choose advisors based on credentials, performance, or technical brilliance.They are wrong.In this episode, Dave Lorenzo sits down with two of the most trusted dealmakers in the family-enterprise and advisory world, Harry Cendrowski and John Alfonsi of Cendrowski Corporate Advisors, to expose what actually drives trust, loyalty, and long-term relationships with wealthy families.This is not a
Most professionals say they want high-net-worth clients.Then they spend their time arguing with strangers on LinkedIn and building businesses that make them poor.In this episode, Dave Lorenzo breaks down a real-world case study sparked by a financial advisor who bristled when told that Dave works with advisors serving clients with $5 million or more in investable assets .That simple statement
In this episode of Inside BS, Dave Lorenzo delivers a blunt, practical framework for one simple but uncomfortable question every professional should ask themselves:“Am I someone worthy of a referral to a client’s best relationship?”Broadcast from Chicago, Dave explains that credibility is not built through branding, clever positioning, or self-promotion. It is built through observable behavior. Across client meetings, prospect
In this episode of Inside BS, Dave Lorenzo interviews Brian Tannebaum, a Miami-based criminal defense and legal ethics attorney whose practice is built entirely on relationships.Brian represents lawyers, judges, doctors, and high-net-worth individuals facing serious legal and licensing issues. He does no advertising. Every client comes from referrals. His fees are often charged as flat, upfront amounts that can reach into
Most professionals say they want better clients. Very few have a system for getting them.In this episode of the Inside BS Show, Dave Lorenzo breaks down the exact framework he uses with consulting and coaching clients to drive focused, repeatable business development results. It’s called TPAC.TPAC stands for Target, Process, Accountability, and Confidence and it is the operating system behind
On this episode of The Inside BS Show, Dave Lorenzo breaks down how professionals can stand out in the age of artificial intelligence without losing credibility, voice, or trust.AI is rapidly becoming table stakes for content creation. Anyone can generate articles, posts, and even books with a prompt. What AI cannot do is original research. It cannot conduct interviews, design
This episode pulls back the curtain on something most professionals get completely wrong: why books are written, how they really get published, and what actually creates authority with high-net-worth clients.On this Friday edition of the Inside BS Show, Dave walks listeners behind the scenes of his fourth book, The High Net Worth Advisor, and explains why this project is fundamentally
Nobody Gives a Sh*t About You. And That’s Exactly Why You’re Stuck.If your content sounds like a diary entry, this episode is your wake-up call.In the first Inside BS Show episode of 2026, Dave Lorenzo comes back swinging with a blunt, uncomfortable truth most professionals refuse to accept: clients do not care about you. They care about results. They care about outcomes. They
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