Richard Woo

Richard Woo Email and Phone Number

Partner and Modern Wealth Advisor | Sharing Ideas on Scaling Advisory Practices and Personal Growth | Nearing 10 Figure AUM @ The Relationship Recession
Richard Woo's Location
Irvine, California, United States, United States
Richard Woo's Contact Details

Richard Woo personal email

n/a
About Richard Woo

My parents immigrated to America in the early 1980's with a lot of hope and optimism. I grew up in the suburbs of Chicago. While we lived very modestly and didn't have much, I had more than enough - a roof over my head and caring parents.Life changed for me when I was 15; we suddenly lost my mom in a white water rafting accident and life changed very shortly after that. My dad sacrificed everything to take care of me and my little brother and he did the best that he could to raise two young children. After graduating college, I gained experience working in the corporate world for a few years, but deep down inside I didn't feel like this was going to be the path I would be on for the next 30 years. Eventually I found the intersection of my passion, skill, and opportunity in my career as a financial advisor.I got started by working 80+ hrs per week, & only having a slim chance to make it all work. It was like driving a car while fixing the engine and trying to manage the constant fear of crashing.On top of that, repeated rejection, even from close relationships which almost destroyed all my hope.I thought to myself “If I can’t even get them to meet with me, why would anyone else?”All the while I was seeing other new financial advisors drop like flies from being overwhelmed, full of anxiety, & not getting clients quick enough. It was a very intense and lonely time. Fast forward to May 2024, I have over $600M of assets under management & hundreds of clients. Even my friends who once flat out rejected me are clients of mine now. My life is no longer dominated by constant fear, scarcity & stress. Instead I’ve had time to start a family (3 beautiful children!) and grow my practice faster than ever before.Today I'm focused on investing in the things that are most important to me. I have a love for food, travel, golf, and helping fellow financial advisors maximize their potential and avoid the pitfalls along the way. Though, above all, it’s faith, family, and close friends that are the most important things in my life.I’m glad that we’ve now been able to have a proper introduction. If this struck a cord or two, I would love for you to reach out and leave a comment or message.Your newest connection,Rich

Richard Woo's Current Company Details
The Relationship Recession

The Relationship Recession

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Partner and Modern Wealth Advisor | Sharing Ideas on Scaling Advisory Practices and Personal Growth | Nearing 10 Figure AUM
Richard Woo Work Experience Details
  • Richard Woo
    National Speaker
    Richard Woo May 2009 - Present
    Rich has given 100+ talks at national and local conferences around topics of financial planning, investment management, and business growth.Speaking engagements include the following: Blackstone Group, Deloitte, League, NM, Zovest, Home Aware | Ubiety, ShopCor, LivCor, EQ Office, Link Logistics, BRE Hotels, Longview, Revantage, the Rory Vaden Show, Ben Newman Podcast, That Worked Podcast, Be That Lawyer Podcast, TrueFace Podcast, Secrets to Selling Your Business Podcast, Deeper Than Dough Podcast, H3 Leadership Podcast, Creating the Vision Podcast, The Root of All Success with Jason Duncan Podcast, Will Richardson Podcast, The Nice Guys On Business Podcast, Heroic Coaching Training, The Curious Neuron Podcast
  • The Relationship Recession
    Author
    The Relationship Recession Jul 2024 - Present
    In 1938, Harvard researchers conducted the longest longitudinal study tracking 700+ people over 80 years and one of its most important findings was that people who had deep meaningful connections lived longer and happier lives. Contrast that with people in our country today and we find that over 50% of Americans feel dissatisfied with the level of their relationships and more than 57% Americans report feeling lonely some or most of the time. That's more than 100M people.The Relationship Recession explores why we are here and what to practically do to get out of disconnected relationships into ones that are more alive and meaningful.https://a.co/d/66Mm6A8
  • Power Of Connections Podcast
    Host | Creator
    Power Of Connections Podcast Nov 2022 - Present
    Join Rich as he interviews successful industry professionals and examines how relationships have shaped their journey, success, and fulfillment in life.
  • Ted Conferences
    Team Member
    Ted Conferences Jan 2017 - Dec 2021
    New York, Ny, Us

Richard Woo Skills

Leadership Business Strategy Investments Risk Management Finance Financial Analysis Retirement Planning Wealth Management

Richard Woo Education Details

  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Dean’S List
  • University Of Southern California
    University Of Southern California
    Netkal

Frequently Asked Questions about Richard Woo

What company does Richard Woo work for?

Richard Woo works for The Relationship Recession

What is Richard Woo's role at the current company?

Richard Woo's current role is Partner and Modern Wealth Advisor | Sharing Ideas on Scaling Advisory Practices and Personal Growth | Nearing 10 Figure AUM.

What is Richard Woo's email address?

Richard Woo's email address is ri****@****mfn.com

What is Richard Woo's direct phone number?

Richard Woo's direct phone number is +131225*****

What schools did Richard Woo attend?

Richard Woo attended University Of Illinois Urbana-Champaign, University Of Southern California.

What skills is Richard Woo known for?

Richard Woo has skills like Leadership, Business Strategy, Investments, Risk Management, Finance, Financial Analysis, Retirement Planning, Wealth Management.

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