『Office Hours with Kuldeep Madan』のカバーアート

Office Hours with Kuldeep Madan

Office Hours with Kuldeep Madan

著者： Kuldeep Madan
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Welcome to Office Hours.🎙️ Hosted by Kuldeep Madan, Founder + CEO of Madan+, Office Hours is a dedicated space created by financial advisors, for financial advisors. Join Kuldeep as he sits down with the sharpest, most interesting people he knows – advisors, leaders, and builders – who’ve done the work, made mistakes, and gained invaluable insights along the way. Think of it as sitting across from a professor who actually has time for you. The kind who remembers your name, pushes back on your thinking, and stays an hour past the designated time block. No applications. No prerequisites. Subscribe so you don't miss it.
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  • Rick Hu on Fee-Based Planning, Business-Owner Mindset & Building Midas Wealth

    Rick Hu on Fee-Based Planning, Business-Owner Mindset & Building Midas Wealth
    2026/08/31
    Rick Hu is known as "The Titan," a top 1% producer and founder/CEO of Midas Wealth. On this episode of Office Hours, he sits down with Kuldeep Madan to talk fee-based planning, the business-owner mindset every advisor needs, and why he walked away from the #1 practice in the country to start over. From food stamps and Medicaid in Brooklyn to Northwestern Mutual's youngest-ever managing director at 25 and back-to-back Forbes recognition, Rick's story is equal parts deeply personal and intensely practical. He opens up about the immigrant childhood that shaped him, buying his father's dream car, the moment his wife's ultimatum made him rethink everything, and coughing blood from overwork. Then he turns to the hard-won business lessons behind Midas Wealth: protecting your time, knowing your hourly rate, hiring people smarter than you, and treating yourself as a business owner first and an advisor second. He closes on the future of the profession — fee-for-advice, education over product, and why he believes AI will wipe out transactional advisors but never the ones who lead with people. In this episode:
 • Growing up on food stamps and the "love is spelled T-I-M-E" philosophy
 • Buying a Rolls-Royce Cullinan and why
 • The wife's ultimatum that made him retire from a #1 practice
 • Losing 70% of his revenue overnight and replenishing it in two years
 • "You're a business owner first, not an advisor." • Fee-based planning vs. product-based selling, and the AI reckoning ahead
 • Building a team from 3 to 27, and firing his own mom Referenced in this episode:
 • Midas Wealth (Rick's firm) — https://www.midas-wealth.com/
 • Northwestern Mutual — https://www.northwesternmutual.com
 • Forum 400, the elite advisor community where Rick & Kuldeep met (now part of Finseca) — https://www.finseca.org/forum-400/
 • Forbes Best-in-State / Top Financial Security Professionals — https://www.forbes.com/best-in-state-wealth-advisors/
 • Steve Jobs biography by Walter Isaacson (the ousted-then-returned story Rick references) — https://www.amazon.com/s?k=Steve+Jobs+Walter+Isaacson
 • Rick's session at the M+ Masterclass (September) on fee-based planning — https://events.madanplus.com/registration Connect with Rick Hu: https://www.linkedin.com/in/iamrickhu/ https://www.instagram.com/iamrickhu/?hl=en @Iamrickhu Subscribe to Office Hours for more conversations with the smartest people in financial services. #FinancialAdvisor #FeeBasedPlanning #FinancialPlanning #OfficeHours #MidasWealth #BusinessOwner #FinancialServices #Entrepreneurship
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    1 時間 32 分
  • Buses, Beginnings, and the Brains of Michael Book

    Buses, Beginnings, and the Brains of Michael Book
    2026/08/17
    On this episode of Office Hours, Kuldeep Madan sits down with Michael Book, founding partner of Lenox Advisors, a 35-year industry veteran, a member of the Finseca Hall of Fame for leadership and mentorship, and a new grandfather. The two trace how they met, a chance encounter when their Jeeps got stuck in the Dubai desert, before Michael walks through his whole arc: a sports-obsessed Long Island and New Jersey childhood, a college career he admits was more fun than academic, three and a half years selling for his dad's plastics company, and the cousin's tip that pulled him into the life insurance business. From there, he unpacks how Lenox grew into one of the most productive firms in the country, the leadership lessons behind it, getting the right people "on the bus," delegating and empowering, reading people, and never being afraid of the hard conversation. He outlines his personal philosophies, which he's become known for, like "be where your feet are." Warm, funny, and full of hard-earned wisdom, Michael Book walks us through how he built a remarkably successful career, and how he learned to stay focused on what he cares about most along the way.
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    1 時間 29 分
  • Bracelets, Backgammon, and the Bets of Gershon Distenfeld

    Bracelets, Backgammon, and the Bets of Gershon Distenfeld
    2026/08/03
    On this episode of Office Hours, Kuldeep Madan sits down with Gershon Distenfeld — outgoing Co-Head of Fixed Income at AllianceBernstein, a regular on Bloomberg TV and CNBC, and a World Series of Poker bracelet winner who gave the winnings to charity. They open with the origin story: how a "difficult" client relationship with Vince D'Addona turned Gershon into one of Kuldeep's clients, and the running joke that came out of it. From there, Gershon traces the path from a modern Orthodox childhood in Teaneck, New Jersey, through a Y2K-era start at Alliance Bernstein to three decades running fixed income. The real thread of the conversation is probability — how he separates good decisions from good outcomes, the red-ball/blue-ball thought experiment he uses on clients and his own team, and how that same mindset drove him to chase a WSOP bracelet and now a shot at the World Backgammon Championship in Monte Carlo. Along the way: the on-air freeze that became trading-desk legend ("Are you there, Gershon?"), his philosophy on media training, becoming co-head of a 200-person department with the help of an executive "marriage counselor," and a candid rapid-fire round on books, advice, and what's next after retirement. References & links - No Rules Rules — Reed Hastings & Erin Meyer · his top recommendation for "philosophy" reading · No Rules Rules: Netflix and the Culture of Reinvention: Hastings, Reed, Meyer, Erin: 9781984877864: … - Thinking in Bets — Annie Duke · his other recommendation, ties directly to his decisions-vs-outcomes philosophy · https://www.amazon.com/s?k=Thinking+in+Bets+Annie+Duke - Frida McFadden (thriller author) — his one non-work reading this year; no specific title named, so link his author page rather than a single book · https://www.amazon.com/stores/Freida-McFadden/author/B08JQBLQXV - World Series of Poker — for the bracelet reference · WSOP | The Official Site for Poker News, Schedules & Stats | WSOP.com - AllianceBernstein — his firm · Our Firm | AllianceBernstein
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    1 時間 8 分
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