Rich Woo - Founder of Catalyst Planning Partners: Surviving Your First Year in Business, Starting to Network, Spending Your Time Effectively, and Building Your Support System

The Insurance Growth Lab · Jun 8, 2023 · 36m

Rich is the Founder of Catalyst Planning Partners. Catalyst Planning Partners is a wealth advisory and financial planning firm that manages over 400 million dollars of client assets and works with executives, closely held business owners, and business leaders.

Rich is a highly sought-after public speaker. He’s given over 100 talks at national and local conferences about financial planning, investment management, and business growth.

Rich also runs a podcast called The Power of Connections and is working on his upcoming book entitled Relationship Recession.

In this episode, you’ll learn:

How…