Masterclass

Build a $1 Million Fee-Based Planning Practice

Financial planning should be taught, not sold. That belief built the #1 fee-based planning practice in the country. On July 18 in Milwaukee, Rick opens the playbook to advisors for the first time. 4 hours · $2,500.

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Rick Hu speaking at the Northwestern Mutual Multicultural Affinity Summit

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Introducing

The $1 Million Fee-Based Planning Masterclass

Four hours. The complete playbook: how Rick's team built an educational planning experience clients rave about, and how advisors have used it to double production and grow 200–300%.

A framework you can implement immediately

Leave with a practical planning framework you can put to work in your practice the very next week.

Differentiate beyond products

Stand out from every other advisor by leading with education and planning instead of investments and products.

Charge for the value of planning

Confidently communicate and price the value of planning so your revenue doesn't depend on product sales.

Deepen client trust through education

Build trust by teaching, not selling. Create the client experience that earns loyalty for decades.

Drive referrals and growth

Build a planning process that generates referrals, growth, and long-term loyalty by design.

Proven at the highest level

Learn the process behind the #1 fee-based planning practice in the country among more than 10,000 advisors.

The full-refund guarantee

Sit through all four hours. If the ideas aren't worth more than your $2,500 investment, say so before you leave and receive a full refund.

Taught live by Rick Hu

Four hours of direct teaching from one of the nation's top advisors. No fluff, just the exact process his team uses today.

Meet your instructor

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. On July 18, he opens that process to financial advisors for the first time.

Forbes’ Top 100 Financial Security Professional in the nation (Top 10 in NY state)
8× MDRT Top of the Table Producer · Lifetime MDRT Member

“My promise to you: I've spent thousands of hours over the last 4 years refining this process, and invested $100,000+ in coaching, education, conferences and communities to build it. That's how confident I am in what you'll walk away with on July 18. If you sit through all 4 hours and don't find ideas worth more than your $2,500 investment, tell me before you leave and I'll refund you in full.”

Rick Hu

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Ready to stop selling and start teaching?

July 18, 2026 · Saint Kate Hotel, Milwaukee · Advisors only · $2,500. Seats are intentionally limited. The only way to learn Rick's complete planning process outside his private Mastermind and 1-on-1 coaching.

4-Hour Live Masterclass with Rick Hu

The Complete Fee-Based Planning Framework

How to Differentiate Beyond Products

How to Price and Charge for Planning

The Client Education Experience Playbook

A Referral-Driving Planning Process

Full Money-Back Guarantee

Advisors Only · Seats Intentionally Limited

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Frequently asked questions

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

How do I reserve my seat?

Click any "Reserve your seat" button on this page to complete your registration. Seats are intentionally limited, and registration closes when the room is full.

What exactly is included?

Four hours of live, in-person teaching with Rick Hu on July 18, 2026 at the Saint Kate Hotel in Milwaukee. Rick walks through the exact educational planning process behind the #1 fee-based planning practice in the country, step by step.

What is the refund policy?

Simple: sit through all four hours, and if you don't find ideas worth more than your $2,500 investment, tell us before you leave the event and you'll receive a full refund.

Who is this masterclass for?

This masterclass is exclusively for financial advisors. Whether you're early in your career or running an established practice, you'll leave with a planning framework you can implement immediately.

Why is this different from other advisor training?

This isn't theory. It's the working process Rick's team uses today, built over a decade around one belief: financial planning should be taught, not sold. It has helped advisors double production and achieve 200–300% growth.