What’s the secret to forging relationships that span generations in capital raising?

Today, Angel sits down with Edmund Chien, a veteran of the financial services industry, to explore the art of relationship-driven capital raising. With over two decades of experience in private equity, wealth management, and financial mentoring, Edmund shares his journey from a cold caller to managing $70 million in client assets. He discusses the enduring value of relational approaches, the challenges of serving ultra-high-net-worth families, and how empathy and white-glove service distinguish the best advisors.

[00:01 - 04:19] From Cold Caller to Mentor

• Edmund’s career evolution: from cold calling to managing $70 million in assets
• The importance of mentorship in his transition to tr ...