Rich clearly put deep thought into this workshop. This thoughtful process makes it easy to apply the principles he is teaching. Practical application is a hallmark of his process, and it is clear that Rich’s strategies from years of experience in the industry are being shared in a way that makes them accessible to us all.

Chris H
Head of Prime Brokerage
Investment Bank

I’m amazed by what I was able to accomplish in a night! I enjoyed both the philosophy behind the topics as well as the practical breakout room workshops with his coaches. The prioritization process was especially valuable. Looking forward to taking this “blueprint” and executing it. Using some of the accountability strategies he taught me as well!

Maria D
Chief Operating Office
Hedge and Private Equity Fund

Setting goals and creating plans to achieve them with Rich really inspired me to take advantage of more opportunities than I had realized. Execution is the even harder part, and it’s been great to have Rich and his team by my side every step of the way. Thanks!

Peter B
Portfolio Manager
Hedge Fund

I really enjoyed and got a lot of practical and useful information from the Master Plan workshop. Especially the Master Plan itself! I was pleasantly surprised at how Rich’s process made it so easy to set so many goals and come up with actions to achieve them in such a short period of time.

H Smith
Chief Financial Officer
Family Office