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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:
Follow Rich on LinkedIn
Follow Callan on LinkedIn
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:
Follow Rich on LinkedIn
Follow Callan on LinkedIn