『Rick Hu on Fee-Based Planning, Business-Owner Mindset & Building Midas Wealth』のカバーアート

Rick Hu on Fee-Based Planning, Business-Owner Mindset & Building Midas Wealth

Rick Hu on Fee-Based Planning, Business-Owner Mindset & Building Midas Wealth

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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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