From Busy To Rich

In this episode of From Busy to Rich, Wes sits down with business partner Gordon Parker to discuss what happens when external success no longer creates internal fulfillment. After 35 years in the financial industry, Gordon realized he didn’t want to stop working — he wanted to stop working the way he always had. Together, Wes and Gordon share the story behind restructuring Gordon’s practice, building a team-driven model, embracing financial planning fees, and learning how to let go of control in order to create a better life and business. This conversation is about more than business strategy. It’s about identity, ego, trust, growth, and giving yourself permission to evolve before burnout forces the decision for you. If you’ve ever felt stuck between where you are and what’s possible, this episode will challenge the way you think about success, freedom, and the future you’re building.

In this episode of From Busy to Rich, Wes sits down with bestselling author Jon Acuff for a conversation on procrastination, growth, permission, and how to stop holding yourself back from the life you actually want. Jon breaks down why procrastination isn’t a willpower problem (it’s a permission problem) and how the stories we tell ourselves quietly shape our future. This episode is packed with practical frameworks, mindset shifts, and powerful questions that will help you move from hesitation to action. In This Episode We Cover Why procrastination is often a form of self-protection The hidden permission issues around money, success, and growth How to “make tomorrow easy today” The difference between dreamers, planners, hustlers, and analysts Why desire, not discipline, is what creates lasting change Explore Wes’s book: Beautiful Savage Explore Jon’s book: Procrastination Proof: Never Get Stuck Again Want a free copy? Simply send an email to [email protected] with your mailing address and request your free copy. We will be sending books to the first 20 people who reach out, so do not wait — once they are gone, the giveaway is over! Connect with us: Instagram X Facebook LinkedIn Youtube  Connect with Jon:  Instagram Facebook Website LinkedIn Youtube

In this episode of From Busy to Rich, Wes sits down with mentor, speaker, and communication expert Dr. Randy Marshall for a powerful conversation on what it really means to connect with people. Randy shares lessons from decades of leadership, teaching, ministry, and business—including why the best communicators aren’t necessarily the smartest people in the room, but the clearest and most authentic. Together, they unpack the three questions every audience is asking, the role emotion plays in communication, and why stories, simplicity, and genuine care matter more than polished presentations. Explore Wes’s book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube 

What if your role as a financial advisor isn’t to help people retire—but to help them build a life they never want to retire from? In this episode, Wes and Justin unpack The Curator’s Creed, a framework designed to shift advisors from transactional conversations to transformational ones. They walk through the three-part process—Curate, Illuminate, Ignite—and show how better questions, deeper clarity, and intentional design can change everything about how you serve clients. If you want to create more meaningful conversations, more energized clients, and a more fulfilling practice… this is where it starts. In This Episode We Cover Why advisors should think like curators—not product providers The framework: Curate → Illuminate → Ignite How to shift conversations from money to meaning Why clarity creates energy—and drives action The key focus areas: income, business value, capital alignment, and family legacy Download the Curator’s Creed: https://www.wesyounglive.com/curatorscreed  Explore Wes’s book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website 

In this episode of From Busy to Rich, Wes sits down with Caleb Guilliams—entrepreneur, founder of Better Wealth, and one of the most forward-thinking voices in the insurance space. Caleb shares his journey from a small-town upbringing to building a nationwide business—and the mindset shifts that made it possible. They explore what it means to live intentionally, why most advisors struggle to grow, and how understanding value and leverage can completely change your business. This conversation goes beyond strategy and into the deeper question: Are you building a business… or building a life that actually matters? Sign up for the Life Insurance Summit Event here:  https://lifeinsurancesummit.com/ Explore Wes’s book: Beautiful Savage Connect with us: Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here!  

In this episode of From Busy to Rich, Wes sits down with Braden Draggoo for a powerful conversation on growth, identity, and what it really means to live a meaningful life. Braden shares his journey from humble beginnings to becoming a high-performing advisor—while staying grounded in something deeper than success: love. This conversation challenges how you think about success, fulfillment, and the life you’re building. In This Episode We Cover Why personal growth is the most important investment you can make The hidden danger of drifting through life without intention How scarcity shows up in your decisions and relationships Why letting go often creates more opportunity than holding on Explore Wes’s book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here!

In this episode of From Busy to Rich, Justin and Wes tackle one of the biggest shifts happening in the advisory space right now: AI. Not the hype. Not the fear. What’s actually happening inside real practices—and what it means for your future. The reality? Advisors aren’t being replaced by AI… They’re being replaced by advisors who know how to use it. Wes shares how their team is actively integrating AI into their workflow—from client summaries to planning efficiency—and how it’s already saving massive amounts of time while improving output quality. They also break down: How AI is shifting client expectations Why resisting change is more dangerous than getting it wrong The real risk: identity, not technology How to use AI without becoming overly reliant on it A simple way to start using AI this week If you want to stay relevant—and ahead—this is a conversation you can’t afford to ignore. Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here!

Most advisors think about taxes for six weeks a year — and that habit may be costing their clients (and their business) more than anything else. In this episode of From Busy to Rich, Justin and Wes break down why proactive tax planning is one of the most overlooked — yet most powerful — ways to differentiate your practice, increase client retention, and create meaningful value. In This Episode, We Cover: Why most CPAs focus on preparation, not planning How proactive tax planning creates massive client loyalty Simple tax strategies advisors can begin using immediately Why fear keeps advisors from stepping into tax conversations The one action you should take this week to get started If you want to differentiate your firm, deepen client relationships, and help clients keep more of what they earn — this episode is a must-listen. Explore the book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here!

In this episode of From Busy to Rich, Justin Lakin sits down with Wes Young to continue the conversation around Beautiful Savage—this time exploring the story behind the framework. They discuss why the book is structured as both a narrative and a practical guide, how mentors and relationships shaped Wes’s journey, and why curiosity is one of the most important traits for sustained growth. You’ll also hear how success can quietly create blind spots, and why using 90-day cycles is one of the most effective ways to turn ideas into action. If you want to keep growing—even when things are already going well—this episode will challenge how you think. In This Episode, We Cover: Why Beautiful Savage is structured as both a story and a framework The role of mentors, “who not how,” and learning from others The danger of success-induced blindness and how it shows up Why curiosity is a key guardrail against arrogance How to stay a learner—even when you’re already successful Why 90-day cycles are critical for real growth and execution Explore the book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here!

What if the tension you feel between ambition and contentment isn’t a problem—but a signal you’re built for more? In this episode of From Busy to Rich, Justin Lakin sits down with Wes Young to unpack the ideas behind his new book, Beautiful Savage. They explore why high performers often feel the pull toward “what’s next,” how to balance ambition with gratitude, and why the real challenge isn’t learning—it’s applying. You’ll also hear how fear shows up in the process of growth, why most people avoid making new things normal, and how to push through resistance to create a more meaningful life. If you’ve ever felt driven but conflicted, this conversation will help you reframe that tension—and use it as fuel. In This Episode We Cover: The Entrepreneur’s Paradox—and why ambition doesn’t conflict with contentment The concept of a “Beautiful Savage”: ambition, gratitude, and persistence Why most people recognize patterns—but fail to apply them The three forms of resistance that prevent growth (including fear) How to reframe fear as fuel instead of a barrier Why making “new things normal” is the key to transformation  Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  Submit a Podcast Question here! 

Have you ever walked out of a client meeting feeling great about the connection, only to realize later that you forgot to discuss a key tax strategy or important planning opportunity? What if there was a way to capture all your thinking before meetings so your brain could focus on what it does best: connecting with clients and creating value? In this episode, Justin Lakin and Wes Young continue the tech-powered planning series and introduce the Master Plan Template, a framework designed to help financial advisors externalize their thinking and reduce cognitive load. They discuss the three core pillars of the master plan: optimizing family income, accelerating business value and family bank velocity, and enriching family legacy.  Wes and Justin explain how this one-page living document captures everything advisors know about their clients’ stories, allowing them to prepare efficiently and show up fully present in meetings without the anxiety of forgetting critical details. They discuss: The common problem of being a “professional visitor” who has great meetings but struggles to get critical things done How cognitive load from trying to remember everything affects advisor performance and client outcomes The three pillars of the master plan: family income optimization, business value acceleration, and family legacy enrichment Why the master plan is a one-page internal tool, not a client-facing document, designed to capture context and story The Mind Vault Method of recording yourself walking through each master plan to give your future self a gift And more! Resources: Submit your podcast question here! Download the Master Plan Template here! Getting Things Done by David Allen  Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website 

In this episode of From Busy to Rich, Wes Young and Justin Lakin welcome back Carl Richards to explore a different approach to financial advice—one centered on understanding a client’s story rather than simply delivering solutions. Carl shares the idea behind his newest book, which he calls a “conversation grenade.” Instead of offering traditional financial instructions, the book is designed to spark deeper conversations about money, purpose, and the decisions that shape our lives. They also discuss why the pursuit of the “perfect plan” can sometimes get in the way and how advisors create their greatest impact by asking better questions and helping clients uncover what truly matters. In this episode, we cover: Why great advisors focus on their client’s story—not just their own solutions The hidden danger of chasing the perfect financial plan How simple visuals and sketches can unlock clarity for clients Why the industry needs more meaningful conversations about money Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

Some advisors seem born with bold voices — but most are still whispering in the corner. In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of the most uncomfortable (and essential) topics in growth: resistance. They explore why we avoid change, why good marketing often falls flat, and what it really takes to build and scale your influence. This episode isn’t a pitch; it’s a call to leadership. If you’ve ever felt stuck behind the scenes in your business, this one’s for you. What to expect: Why most advisors think they’re good at marketing, but aren’t The three mindset barriers keeping you from real progress (fear, fatigue, and arrogance) The five returns on podcasting and why downloads aren’t one of them How to build a brand worth talking about (and coaching tips to get there) And more! Resources: Submit your podcast question here! “The War of Art” by Steven Pressfield “10x Is Easier Than 2x” by Dan Sullivan & Dr. Benjamin Hardy Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website Connect with Matt Halloran: ProudMouth LinkedIn: Matt Halloran [email protected] Calendly: Matt Halloran

In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and client impact: the legacy letter. Blake shares the unforgettable story of losing his father in a tragic accident at 19 years old, and the life-changing letter his father left behind. That letter shaped how Blake grieved, how he grew, and ultimately how he now serves thousands of families. Together, Wes and Blake unpack: Why your words matter more than your wealth The difference between inheritance and heritage How to remove perfection as a barrier to meaningful impact The six essential sections of a powerful legacy letter Why advisors who facilitate deeper conversations build stronger relationships How writing a letter changes the author as much as the recipient If you’re a financial advisor who talks about family legacy, estate planning, or holistic wealth… this episode may permanently shift how you define value. Your clients don’t just need a distribution plan. They need clarity, love, and intentionality passed forward. Resources: Legacy Letter – https://www.legacyletter.com/ Submit your podcast question here! https://www.wesyounglive.com/submit-podcast-question Transform Learning Series – https://www.wesyounglive.com Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

Nobody talks about the 15 prep meetings they did before a client call, but they do remember the one where everything just clicked.  In this episode, host Wes Young and co-host Justin Lakin unpack the Mind Vault Method: a repeatable, tech-enabled strategy that transforms advisor meeting prep from exhausting and chaotic to focused, creative, and scalable. You’ll hear how this method was born from burnout, why Loom videos beat Monday marathons, and how paraplanners can level up into strategic thinkers using real-time feedback loops. They also share a four-question framework to ensure every client meeting delivers clarity, direction, and energy for both the client and the advisor. What to expect from their conversation: How to reduce prep fatigue and scale team-wide clarity Why is creative energy > administrative energy in client work The Mind Vault method step-by-step (tools, templates, timing) Advisor development strategies that deepen firm-wide bench strength Resources: Submit your podcast question here! Previous Episodes of Interest: Setting Expectations: How to Define Planning ROI Early Innovation That Sticks: Our 4-Step Framework for Change Heritage vs. Inheritance: Legacy Conversations That Stick Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

In this episode of “From Busy to Rich,” host Wes Young interviews his personal physician, Dr. John Lamansky, about the intersection of health, entrepreneurship, and financial planning. Dr. Lamansky shares his journey from traditional medicine to a preventive, data-driven approach focused on optimizing health for high performers.  In today’s episode we will cover: Intersection of health, wellness, and entrepreneurship Transition from traditional medicine to preventive, data-driven health approaches Importance of personalized health strategies over conventional medical practices Time management and its impact on health and productivity Strategies for optimizing health for high-performing individuals Role of light exposure and circadian rhythms in health Resource: Submit your podcast question here! Transform your practice! Connect with From Busy to Rich: Wes Young Website Apple Podcasts Spotify YouTube Facebook LinkedIn Instagram X

Nobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence. You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and frameworks you can use to bring immediate value to clients, without crossing compliance lines or becoming a CPA. Wes also shares a powerful mindset shift: when you start seeing the tax code as a playbook instead of a problem, you unlock a new level of client transformation and professional referability. What to expect from their conversation: Why most advisors avoid tax planning (and how to stand out if you don’t) Tools like Holistiplan, narratives checklists, and Q4 strategy sessions Tips for integrating CPAs and navigating pushback with confidence Practical tax concepts to build referability and efficiency Resources: Submit your podcast question here! Previous Episodes of Interest: Setting Expectations: How to Define Planning ROI Early Heritage vs. Inheritance: Legacy Conversations That Stick Making a Family Bank Work for Real Life Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

In this episode of “From Busy to Rich,” hosts Wes Young, Justin Lakin and guest Michael Scovel continue their discussion on the importance of self-awareness and understanding personal strengths in financial services careers. They explore the “working genius” framework, leadership styles, and the balance between energizing (“get to”) and necessary (“have to”) tasks.  In today’s episode we will cover: Self-awareness in professional roles. The concept of “working genius” and its impact. Differentiating between energizing tasks (“get to” tasks) and obligatory tasks (“have to” tasks). Leadership styles in financial services: developers, recruiters, and pioneers. The significance of open communication between leaders and team members. Techniques for engaging clients and understanding their needs through research and insightful questioning. Resource: Submit your podcast question here! Transform your practice! Get the books and learn more about Michael Scovel here! Checkout previous episode with Mike here! Connect with From Busy to Rich: Wes Young Website Apple Podcasts Spotify YouTube Facebook LinkedIn Instagram X

What happens when business partners don’t plan for the unexpected? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin tackle a complex but critical aspect of estate planning: what happens to a business when one partner passes away, and how to avoid the unintended consequences that can follow. Wes shares real-life stories of business owners who lacked buy-sell agreements, revealing how the absence of clear planning can lead to friction, stalled growth, and strained family dynamics. The conversation expands beyond logistics to explore how business owners can intentionally pass down values, expectations, and vision, creating not just an inheritance but a living heritage. What to expect from their conversation: How to structure a business-focused estate planning conversation Common planning gaps that lead to family conflict or business strain Buy-sell agreements, key person insurance, and optional property agreements How to turn business planning into a tool for heritage and leadership Resources: Submit your podcast question here! Previous Episodes of Interest:  The New Client Experience: Location  The New Client Experience: Expectation  The New Client Experience: Direction – Increasing Family Bank Velocity The New Client Experience: Direction – Unleashing Human Potential Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

In this episode of “From Busy to Rich,” hosts Wes Young, Justin Lakin and frequent guest Michael Scovel dive into the art of effective communication. They discuss the importance of preparation, researching people or companies, and handling unexpected situations with adaptability and gratitude. They also explore how strengths and weaknesses are interconnected, and why authentic confidence—balanced with humility—is crucial. In today’s episode we will cover: Strategies for preparing for meetings, including research. Handling unexpected situations during client interactions. Parallels between job interviews and client interviews in business. Importance of being concise and reading social cues. The impact of feedback and coachability. The importance of authenticity and honesty in responses. Resource: Submit your podcast question here! Transform your practice! Get the books and learn more about Michael Scovel here! Checkout previous episode with Mike here! Connect with From Busy to Rich: Wes Young Website Apple Podcasts Spotify YouTube Facebook LinkedIn Instagram X

What happens after the estate plan is written?  In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the essential conversations financial advisors must lead during the Direction Phase, especially those around inheritance, legacy, and the deeper meaning of heritage. Wes shares powerful stories contrasting the Vanderbilt and Rockefeller family legacies, offering real-world examples of how planning, or lack thereof, can shape generational outcomes. Together, Justin and Wes break down their team’s meeting structure, tools like Planning Shepherd, and how they help clients visualize the impact of estate decisions on income and legacy. What to expect from their conversation: The difference between inheritance (assets) and heritage (values and vision) How to present estate flow and income replacement scenarios A repeatable meeting format for guiding estate and heritage discussions Creative ways to help clients build a living “Family Constitution” Resources: Submit your podcast question here! Previous Episodes of Interest:  The New Client Experience: Location  The New Client Experience: Expectation  The New Client Experience: Direction – Increasing Family Bank Velocity Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin welcome Steve D’Annunzio, founder of the Soul Purpose Institute. They explore personal development and leadership through the lens of soul archetypes, emphasizing the importance of understanding one’s strengths and weaknesses. Steve outlines five leadership levels, the role of spiritual awareness, and the value of stewardship. Listeners are also invited to access free resources from Steve’s institute. In today’s episode we will cover: Understanding unique strengths and weaknesses through archetypes Leadership levels and their significance in personal growth The importance of spiritual awareness and stewardship Strategies for financial advisors and business owners to enhance leadership The impact of diverse strengths within teams on achieving goals Resource: Submit your podcast question here! Transform your practice! Click Here to Access Your Free Mindscan! Sign up for the Symposium now! Learn more about Steve’s work at Soul Purpose Institute! Connect with From Busy to Rich: Wes Young Website Apple Podcasts Spotify YouTube Facebook LinkedIn Instagram X

What’s next after a client says “yes” to working with you? In this episode of From Busy to Rich, host Wes Young and co-host  Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload. What to expect: How to keep clients focused without overwhelming them The role of recurring meetings and strategy summaries Navigating fixed vs. variable assets in volatile markets Building client confidence through discipline and simplicity Resources: Submit your podcast question here! E167 – The New Client Experience: Location  E169 – The New Client Experience: Expectation  Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website 

In this episode of “From Busy to Rich,” host Wes Young interviews Walter Bond, a former NBA player turned Hall of Fame motivational speaker and coach. Walter shares his journey from college basketball struggles to NBA success, emphasizing the importance of cracking the “peak performance code” through mindset, vision, and value creation. He urges financial advisors to shift from transactional work to building authentic relationships and becoming authorities in their field. Walter also highlights the power of networking, continuous learning, and breaking limiting mental loops to achieve breakthrough success in business and life. In today’s episode we will cover: Walter Bond’s journey from college basketball struggles to NBA success. The concept of cracking the “peak performance code” for achieving elite levels in any field. The importance of mindset and vision in reaching personal and professional goals. The shift from a victim mentality to a value-creation mindset. Advice for financial advisors on becoming authorities in their field and solving problems for clients. The role of clarity in vision and the necessity of having a clear destination for success. The impact of mentorship and coaching in personal and professional development. Resources: Submit your podcast question here! Transform your practice! Learn more about Shark Mindset here! Shark Mindset QR codes Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

What makes a client stay, year after year? In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly defining the planning relationship, setting the rhythm for ongoing engagement, and making the value of your work obvious from day one. From high-impact tax strategies like S-corp elections and the Augusta Rule to powerful mindset reframes around balance sheets and family legacies, Justin and Wes walk through how to deliver a transformational planning experience before the ink is dry. What to expect in this episode: How to define expectations and build long-term engagement The difference between planning versus a plan, and why it matters Ways to immediately demonstrate ROI through tax ideas Tools like Planning Shepherd and strategy summaries to elevate the client experience Resources: Submit your podcast question here! The Transform Learning Series E167- The New Client Experience: Location Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

In this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of self-awareness, mentorship, and designing a unique career path. They discuss overcoming resistance, the value of feedback, and building on natural strengths. Wes explains his coaching methods for new advisors, including self-review and recorded practice. In today’s episode we will cover: Sten’s journey into the financial advisory business and his initial challenges. The importance of self-awareness in personal and professional growth. Strategies for navigating the financial advisory industry to achieve success more quickly. The role of mentorship and the concept of a “Sherpa” in guiding new advisors. Understanding and leveraging one’s natural talents and tendencies. Resource: Submit your podcast question here! Transform your practice! Attend a Live How to Charge event! Connect with From Busy to Rich: Wes Young Website Apple Podcasts Spotify YouTube Facebook LinkedIn Instagram X

When you’re lost, the first thing you look for is a red dot on a map that says: “You are here.”  In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin walk financial advisors through the “location phase,” the very first step in their client onboarding process that transforms initial meetings into transformational ones. They break down how to replace clunky fact-finding with engaging conversation, using psychology, clear language, and a four-part framework: welcome, common ground, healthy tension, and next steps. Whether you’re brand new to planning or a seasoned advisor, this episode gives you a replicable script and a strategy that builds trust and increases client engagement without feeling like a sales pitch.  What to expect: How to open meetings with clarity and calm Why “tell me about” is more powerful than interrogation Tools to streamline and digitize the onboarding process The mindset shift that makes people knock on your door Resources: Submit your podcast question here! Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

In this episode of “From Busy to Rich,” host Wes Young interviews his father, former Operations Director of a major Blockbuster Video franchise. They discuss Blockbuster’s rise and fall, leadership lessons, and adapting to industry changes. The conversation also delves into personal stories of resilience, including his father’s recovery from a life-threatening illness.  In today’s episode we will cover: Leadership and business decisions made during challenging times. Personal growth and resilience in the face of adversity. The importance of investing in oneself and others. Lessons learned from the bankruptcy and closure of Blockbuster stores. Finding fulfillment in work and pursuing passion over monetary gain. Resource: Submit your podcast question here! Transform your practice! The Science of Scaling Connect with From Busy to Rich: Wes Young Website Apple Podcasts Spotify YouTube Facebook LinkedIn Instagram X

Sometimes, the ideas that could revolutionize your business never see the light of day, not because they’re bad, but because they never make it into your rhythm. In this episode, host Wes Young and co-host Justin Lakin break down the second half of their “Balancing Act” series, showing you exactly how to normalize new ideas inside your advisory business. It’s not about abandoning tradition or chasing the next shiny object; it’s about putting structure around innovation so your best ideas actually create results. By tuning in, you’ll gain insight into: The 4 distinctions for bringing ideas to life: ideation, resolution, orchestration, and iteration How to identify the difference between a great idea and a distraction The simple rhythm Wes uses to ensure new systems actually stick What happens when you don’t challenge your “normal” And more! Resources: Submit your podcast question here! “Atomic Habits” by James Clear “No Rules Rules” by Reed Hastings Small Business Tax Savings Podcast with Mike Jesowshek, CPA The Ed Mylett Show The Andy Stanley Leadership Podcast Joel Osteen Podcast Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview entrepreneur Bryan Clayton. Bryan shares his journey from starting a lawn mowing business at 14 to building and selling a $10 million company, then founding GreenPal, the “DoorDash for lawn care.” The discussion covers the value of domain expertise, learning from customers, continuous improvement, and building strong teams and company culture. We will cover: The necessity of validating assumptions with real users early in the product development process. The balance between working in the business and working on the business for sustainable growth. The importance of building strong company culture and aligning team members with the business mission. Strategies for fostering employee growth and engagement within a company. Resources: Submit your podcast question here! Transform your practice! The Science of Scaling Checkout Your Green Pal! Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

The temptation to cling to what’s worked in the past is strong, especially in a business built on consistency, relationships, and routine. But what if your current “normal” is holding you back from your next level of growth? In this episode of From Busy To Rich, host Wes Young and co-host Justin Lakin unpack the power and danger of habit. Through the lens of a cautionary tale about Blockbuster’s downfall and Netflix’s rise, they explore why financial advisors must actively challenge their status quo to stay relevant and fulfilled. Wes offers a powerful framework for navigating the tension between tradition and innovation, showing that real growth doesn’t come from starting over, but from constant reinvention. What to expect from this episode: Why defending “the way we’ve always done it” can silently kill momentum How to spot fear and fatigue as enemies of growth A simple 4-part framework to define your current operating model Why periodic reinvention is the key to sustained profitability and human potential And more! Resources: Submit your podcast question here! “From Busy To Rich” by Wes Young “No Rules Rules: Netflix and the Culture of Reinvention” by Reed Hastings “10x is Easier Than 2x” by Dan Sullivan Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website 

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital accounting firm founder and explains how advisors can add value by mastering core tax strategies. He introduces resources like his book, podcast, and Tax Home software, emphasizing the importance of trusted, actionable guidance. They highlight how proactive tax planning can boost client profitability and advisor differentiation. In today’s episode we will cover: The importance of tax intelligence in financial planning. The gap between tax preparation and proactive tax planning. The role of financial advisors in enhancing client profitability through tax strategies. The distinction between core and advanced tax strategies. Strategies for maximizing deductions and reducing taxable income. Resources available for financial advisors to improve their tax knowledge. Resources: Submit your podcast question here! Transform your practice! Small Business Tax Savings Podcast Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

Most of us live two lives: the one we live, and the one we haven’t yet unlocked. In this thought-provoking episode, host Wes Young and co-host Justin Lakin explore the concept of the “unlived life” within each of us, inspired by Steven Pressfield’s The War of Art.  Through personal stories, like Wes’s journey from a Blockbuster Video employee to a successful business leader, they illustrate how embracing the gap between where we are and where we want to be can fuel growth, happiness, and impact. Listeners will learn how to: Define a “rich life” that you don’t want to retire from Use gratitude and ambition as dual fuel for purpose-driven progress Create a 90-day action plan that aligns with your long-term goals Guide clients in meaningful conversations about their life’s vision And more! Resources: Submit your podcast question here! The War of Art by Steven Pressfield (Kindle Edition) Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website 

In this episode of “From Busy to Rich,” hosts Wes Young and guest Dennis Moseley-Williams continue to discuss how financial advisors can shift from transactional to transformational practices by focusing on client experience, deep personalization, and niche marketing. Dennis shares practical strategies for building meaningful relationships, leveraging small gestures, and using technology like AI to enhance client engagement. He offers tailored advice for advisors at different career stages, emphasizing the importance of focusing on impactful activities, delegating effectively, and aligning business actions with personal and professional goals for lasting success. In today’s episode we will cover: Leveraging technology, such as AI, to enhance client engagement and generate creative ideas. Tailored advice for financial advisors at different stages of their careers. Focusing on high-value clients and activities that align with the advisor’s mission. The necessity of honesty and clarity in defining the purpose of an advisory practice. Strategies for streamlining work and prioritizing impactful activities in financial advisory. Resources: Submit your podcast question here! Transform your practice! Click here to learn more about Dennis! Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website

What does it take to build a life and a practice you don’t want to retire from?  In this episode of the From Busy To Rich podcast, Wes Young and co-host Justin Lakin pull back the curtain on their own journey, sharing the pivotal moments, challenges, and catalysts that shaped their holistic, fee-based financial planning firm. Wes reflects on how he transitioned from a 24-year-old in electrical contracting to founding a remote-first financial practice that helps clients align time, talent, energy, and resources with their core values. From humble beginnings to a thriving 20-person team, the episode explores the importance of defining a clear vision, embracing transformation, and staying grateful along the way. Here’s what you can expect from the episode: How to align your business growth with personal values and priorities Why a strong vision (even if imperfect) fuels long-term success How to build a team culture that supports freedom and impact Why “normalizing the new” is essential for continuous innovation And more! Connect with From Busy to Rich: Wes Young Website Apple Podcasts Spotify YouTube LinkedIn Instagram X Submit a Podcast Question here!