Mastermind Bootcamp

Build Your Fee-Based Planning Engine, Coached by the #1 Advisor

Anyone can sell you templates. Rick Hu built the #1 fee-based planning practice in the country, and in the Bootcamp, he installs that system into yours. Get started now.

Fee-based planning practice in the country

10,000+

Advisors ranked behind Rick's practice

8×

MDRT Top of the Table producer

200–300%

Growth achieved by advisors using the system

Sound familiar?

Giving away your planning expertise for free?

Tired of programs that hand you a box of templates and wish you luck?

Unsure what to charge for planning, or how to say it with conviction?

Hitting production ceilings your current process can't break?

Wanting coaching from someone who's done it at the highest level?

Needing accountability, not another course you never finish?

Serious about building predictable planning revenue this year?

If you answered “Yes”, the Bootcamp was built for you.

Introducing

The Fee-Based Planning Bootcamp

An intensive, hands-on program where Rick coaches you through installing his complete fee-based planning system in your practice: the process behind the #1 fee-based planning practice in the country among more than 10,000 advisors.

Coached by the #1 advisor, live

Direct coaching from the #1 fee-based planning advisor in the country. Not recordings. Not a box of templates.

The Complete System

Framework, case studies, templates, and more.

Price with conviction

Know exactly what to charge for planning and how to present it to clients.

Built for implementation

Every session ends with actions you apply in your practice that week. Results start before the program ends.

Accountability that sticks

Structured check-ins and hot seats keep you executing between sessions, not just taking notes.

A cohort of serious advisors

Learn alongside committed advisors and build relationships that outlast the program.

Taught by someone who's done it

A proven track record: 8× MDRT Top of the Table producer, Lifetime MDRT member, Forbes Top Wealth Advisor, and Investment News Advisory Committee.

Taught, not sold

Built on the belief that made Rick #1: financial planning should be taught, not sold.

Know the difference

The Bootcamp vs. the other guys

The Bootcamp

The other guys

Live coaching from the #1 fee-based planning advisor

Recordings and a coach you've never heard of

The system installed in your practice, step by step

A box of templates left on your desk

Hot seats and accountability between sessions

Good luck, see you next module

Taught by the practice that ranks #1 among 10,000+

Taught by whoever had time to record it

Meet your coach

Learn from a Top Industry Leader

Rick built the #1 fee-based planning practice in the country among more than 10,000 advisors on one belief: financial planning should be taught, not sold. In the Bootcamp, he coaches you through installing that same system in your practice.

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

“You don't need another course. You need the system that built the #1 practice in the country, and the person who built it standing next to you while you install it. That's the Bootcamp.”

Rick Hu

Join the bootcamp

Ready to build your planning engine?

Cohort dates, format, and investment are being finalized. Join the waitlist and be the first to know when enrollment opens. Seats will be limited.

Live Coaching With Rick Hu

The Complete Fee-Based Planning System

Pricing and Pitch Frameworks

Implementation Between Sessions

Hot Seats and Accountability

A Cohort of Committed Advisors

Built by the #1 Fee-Based Planning Practice

Limited Seats Per Cohort

Frequently asked questions

Browse answers to common questions about the bootcamp. Need more help? Get in touch

How do I join?

Click any "Register Now" button on this page to secure your seat. Seats are limited per cohort.

How is this different from other advisor programs?

Most programs hand you a box of templates and recordings. The Bootcamp is live coaching from the #1 fee-based planning advisor in the country, built around implementation in your practice between sessions.

What exactly is included?

Live coaching with Rick, his complete fee-based planning system (process, language, and deliverables), pricing and pitch frameworks, and hot-seat accountability alongside a cohort of committed advisors. The full session schedule will be announced with the next cohort.

When does the Bootcamp start?

Registration is open now. Secure your seat with the Register Now button and Rick's team will follow up with your cohort schedule and onboarding details.

Who is the Bootcamp for?

Financial advisors who want predictable fee-based planning revenue and are ready to implement, not just learn. Whether you're mid-career or established, the system installs into your existing practice.