Coaching

Unlock Your Potential with Elite Coaching for Advisors

Enhance your practice, streamline your processes, and achieve remarkable growth with Rick Hu's exclusive 1-on-1 coaching program.

Master the business of Wealth Management

This program allows you to grow your practice faster than you thought possible by giving you direct access to a seasoned industry leader. With Rick Hu, you will develop concrete strategies to:

Attract high-quality clients
Create a clear strategy to grow your practice
Improve your time management
Boost revenue and profitability
Implement proven sales techniques

Introducing

elite advisor coaching

Our Elite Advisor Coaching Program is for ambitious advisors aiming to scale their business. Whether it's mastering client meetings or processing more applications, we provide the tools and strategies you need.

Monthly mastermind meetups

Engage in 90-minute sessions each month with fellow advisors. Share insights, learn from industry leaders, and enhance your skills to drive practice growth.

Exclusive Networking Opportunities

Connect with top-performing advisors and industry experts. Build valuable relationships and gain insights from peers who are also committed to success.

Personalized Growth Plan

Receive a custom-tailored growth plan designed to address your unique needs and goals. Our experts will help you map out a clear path to achieving your business objectives.

Sales & Marketing Toolkit

Access a comprehensive toolkit of sales and marketing resources, including templates, scripts, and strategies to enhance your client acquisition and retention efforts.

Advanced Training Modules

Participate in advanced training sessions that cover the latest industry trends and best practices. Stay ahead of the curve with cutting-edge knowledge and techniques.

Direct Mentorship from Rick Hu

Gain direct access to Rick Hu for personalized advice and mentorship. Benefit from his extensive experience and insights to overcome challenges and seize opportunities.

Meet your coach

Learn from a Top Industry Leader

Rick started as an advisor just like you but overcame obstacles to become one of the top advisors in the nation. His journey from individual advisor to now managing a large team has equipped him with the insights and experience to guide others to similar success.

Forbes’ Top 100 Financial Security Professional in the nation (Top 10 in NY state)
MDRT Top of the Table

"Rick has been a great leader, coach, and role model for me as a coach and mentor. Coming into coaching, I wasn’t in the best place mentally or physically for my health and my practice. From the very first day we talked about how I can get my health and mental side corrected to grow my business. I have learned how to prepare myself and be a better advisor because of it. I have been extremely happy with my overall growth of my business and myself as a leader."

Brian F.

Invest in your future

Ready to grow your career?

Join our mastermind and gain the knowledge, skills, and support you need to transform your practice. Start your journey to success today.

Monthly Mastermind Meetups

Exclusive Networking Opportunities

Personalized Growth Plan

Sales & Marketing Toolkit

Advanced Training Modules

Direct Mentorship from Rick Hu

Frequently asked questions

Browse answers common questions about the coaching program. Need more help? Get in touch.

What is included in the coaching program?

Our coaching program includes monthly mastermind meetups, one-on-one executive coaching sessions, access to exclusive resources, and more.

Who can benefit from this program?

This program is designed for advisors at all levels, whether you're looking to grow your practice or seeking personalized coaching to refine your business strategies.

What makes this coaching program unique?

Led by Rick Hu, one of America's top advisors, our program offers unparalleled insights and strategies from a proven industry leader.

How do I get started?

Simply click the 'Apply for Coaching' button to sign up for our program and begin your journey to success.