From Busy to Rich

Click here to watch the video version. In this episode of the From Busy to Rich Podcast, host Wes Young takes the stage at a live recorded speaking engagement, focusing on the series "Keep the Change," which explores the role of money in living a fulfilling life. Wes shares personal anecdotes and stories, emphasizing the gap between current circumstances and future aspirations. He discusses ambition, contentment, and faith, encouraging listeners to embrace their dreams while remaining grateful for the present. The episode aims to inspire personal growth and financial wisdom. In today's episode we will cover: The role of money in achieving a fulfilling life. The relationship between ambition, contentment, and personal growth. The importance of faith and envisioning a better future. Components of happiness: enjoyment, satisfaction, and meaning. The significance of personal experiences and reflections on past achievements. The impact of community support and faith in navigating life's challenges. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

Click here to watch the video version. In this episode of "From Busy to Rich," join us as we share a previous highlight where host Wes interviews Gordon Parker, a financial advisor with over 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model and emphasizes the significance of hiring the right team members. They offer valuable insights into growing a financial advisory practice by focusing on relationships and team dynamics. In today's episode we will cover: Team structure and dynamics in financial advisory practices Building strong client relationships Evolutions in the advisory industry Challenges faced by financial advisors when starting their careers Navigating growth and change within a financial advisory practice Flexibility in business operations and client interactions Focus on ideal clients while managing a broader client base We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

Click here to watch the video version. In this episode of "From Busy to Rich," Wes and Justin explore the concept of being a "beautiful savage," a blend of ambition and gratitude. They discuss how to navigate the gap between current circumstances and future aspirations, emphasizing the importance of maintaining a big vision while appreciating the present. Key themes include the power of choice, the journey towards goals, and the role of gratitude in achieving fulfillment. They encourage listeners to embrace challenges with resilience and a positive outlook, fostering personal and professional growth through a balanced mindset. In today's episode we will cover: Concept of being a "beautiful savage" as a blend of ambition and gratitude Components of happiness: enjoyment, satisfaction, and meaning Role of gratitude in enhancing life experiences and overall fulfillment The power of choice and personal empowerment in shaping one's life Embracing challenges as opportunities for growth and resilience The significance of intentionality in designing a fulfilling life We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," Wes introduces his Transform Learning Series program created for advisors. Wes discusses the program's purpose, emphasizing the importance of a transformational mindset for business growth. He highlights the need for advisors to increase profitability and quality of life for themselves and their clients. He stresses the significance of embracing change. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities. In today's episode we will cover: Introduction to Transform University program Purpose and mindset for transformational growth in business Importance of increasing profitability and quality of life for advisors and clients Embracing change and not defending existing habits Overcoming barriers to change Tangible benefits of the Transform University program Creating an annual engagement process for clients Making asking for referrals irrelevant Seizing new areas of opportunity, such as income tax We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin continue part 2 of the topic of "pressure is a privilege," offering strategies for financial advisors to grow beyond product sales and asset management. They emphasize creating a fulfilling life and understanding happiness, drawing on insights from Arthur Brooks' work. They focus on the key themes of reframing personal narratives, identifying activities that contribute to a "rich life," and understanding happiness as enjoyment, satisfaction, and meaning. In today's episode we will cover: Insights from Arthur Brooks on the components of happiness: enjoyment, satisfaction, and meaning The role of satisfaction in achieving long-term goals through overcoming challenges Distinction between satisfactory and unsatisfactory suffering in personal and professional contexts Practical advice for financial advisors on scheduling meetings and taking action Emphasis on the significance of client interactions and making a positive impact Availability of resources for professional development and skill enhancement Click here to access the TTT tool! We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the transformative power of mindset for financial advisors. They emphasize shifting from a mindset of obligation—"I have to do this"—to one of opportunity—"I get to do this," enhancing motivation and joy in professional life. Wes shares his routine and the importance of preparation, while Justin reflects on viewing client meetings as valuable opportunities. They discuss managing unexpected tasks, structuring work seasons, and the impact of positive narratives, ultimately encouraging advisors to find fulfillment and success in their careers. In today's episode we will cover: Importance of mindset and narrative in the daily lives of financial advisors Impact of morning routines on daily productivity and mindset Role of preparation in reducing stress and enhancing fulfillment Influence of personal narratives on task perception and motivation Strategies for managing busy schedules and client meetings Concept of "one-off" tasks and their effect on workflow Importance of emotional awareness and self-assessment in task management Benefits of having a structured work year with defined seasons for tasks Click here to access the TTT tool! We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version In this episode of "From Busy to Rich," we revisit the conversation host Andy and Wes had on the crucial role of mental management in daily life. They discuss the importance of controlling our reactions to prevent external factors, like rudeness or bad news, from disrupting our mental state. The conversation covers strategies for dealing with workplace negativity, advocating for open communication and boundary setting. Additionally, they highlight self-awareness, emotional intelligence, and personal accountability as key to maintaining a positive internal dialogue and overall mental well-being. In today's episode we will cover: Importance of managing thoughts and interactions within our minds Gandhi's quote "I will not let anyone walk through my mind with their dirty feet" Importance of self-awareness and emotional intelligence in managing responses to external triggers Handling negative attitudes and complaints within the workplace Fostering open communication and setting boundaries to prevent negativity in team dynamic Significance of self-reflection and personal accountability in managing mindset Impact of own thoughts and behaviors on mental well-being Practical strategies for maintaining a positive and productive mental state in various interactions and environments We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin continue to explore strategies for financial advisors to build a successful and fulfilling practice. They emphasize the importance of effective time management, clear goal-setting, and structured planning to boost productivity and profitability. Key topics include the significance of intentional meetings, understanding economic drivers, prioritizing quality client interactions, and maintaining a balanced schedule. They also highlight the value of team collaboration, measuring success through lead indicators, and setting boundaries to ensure personal well-being. In today's episode we will cover: Structured planning methods. Implementation of time blocking to enhance productivity and maintain focus. Streamlining team communication. Setting clear boundaries with clients regarding availability and response times. Role of project management in maintaining organization and accountability. Emphasis on continuous improvement and regular assessment of processes. Balancing work and personal life through designated free days and structured schedules. Access the TTT Tool Here! Access the Peak Performance Path Tool Here! We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin discuss the importance of effective time management and creating a balanced vision for life and business. They emphasize the need for a clear three-year vision, which can be reverse-engineered into actionable one-year and 90-day plans. They highlight the significance of a balanced calendar that includes both work and personal life elements. Wes introduces the "Peak Performance Path" tool to help outline and achieve these visions. The episode underscores that success is not just about being busy but using time in high-quality ways to achieve desired outcomes. In today's episode we will cover: Effective time management strategies for financial advisors Reverse engineering a long-term vision into actionable one-year and 90-day plans The concept of the "Peak Performance Path" for tracking progress and setting measurable goals Designing an ideal calendar that reflects personal and professional priorities The importance of balancing work and personal life for sustainable success The role of self-care and personal well-being in enhancing productivity Access the TTT Tool Here! Access the Peak Performance Path Tool Here! We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch video version In this episode of "From Busy to Rich," we revisit the conversation Wes and Andy had about some common challenges and misconceptions around how to best find new clients and grow your business. The duo acknowledges advisors' skepticism but emphasizes the need for a process that resonates with clients' aspirations, leading to organic referrals and sustainable business expansion. In today's episode we will cover: Misconception among advisors about acquiring more customers Ineffectiveness of traditional referral methods in today's business environment Attracting versus seeking ideal clients Skepticism about clients coming to advisors Process in place that attracts clients and leads to consistent referrals Challenges of shifting focus from traditional methods to creating an attractive process We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version In this episode of "From Busy to Rich," Wes and Justin explore the topic of innovation cycles and its importance within the financial industry. Prompted by a question from Wes's son, they reflect on examples like past communication tools such as Nextel radios and pagers, contrasting them with modern innovations such as AI assistants and video conferencing. They emphasize the necessity for financial advisors to adapt to new technologies and the need for identifying industry trends to stay competitive. Wes shares insights on using AI to streamline processes and advocates for holistic fee-based financial planning. They conclude with practical advice for integrating new tools and fostering continuous improvement. In today's episode we will cover: Importance of adapting to new technologies and industry trends. Resistance to new ideas and the stages of acceptance for innovation. Shift towards holistic fee-based financial planning. Utilizing AI as a strategic partner for problem-solving and idea generation. Framework for integrating new ideas into existing practices (ideation, resolution, orchestration, execution). Demographic shifts within the advisory industry and their implications. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," Wes and Justin discuss strategies for financial advisors to manage client emotions during market cycles and uncertainty. Justin emphasizes a proactive approach, while Wes young, highlights the importance of understanding clients' unique financial stories and long-term goals. They introduce the concept of a "family bank" to balance variable and fixed assets, helping clients stay focused during downturns. They underscore the need for financial advisors to educate and remind clients of their investment philosophies to foster confidence and informed decision-making. In today's episode we will cover: Managing client emotions during market volatility Importance of a proactive approach in financial advising The impact of market fluctuations on client decision-making Reframing narratives around market downturns as investment opportunities Establishing a shared financial philosophy between advisor and client Utilizing educational tools to reinforce financial strategies We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," Wes and Justin discuss how financial advisors can effectively answer the question "What do you do?" in a way that engages the listener and leads to meaningful conversations. They emphasize the importance of avoiding generic labels and lengthy explanations, and instead, engaging the listener in a dialogue. They provide a framework for crafting a compelling response, which includes stating the problem or opportunity, associating oneself with a specific solution, and providing an example. The goal is to have a meaningful dialogue and build better client relationships. In today's episode we will cover: The problem of dismissively answering the question The importance of stating the problem or opportunity Ways of making connections and finding common ground How to associate yourself with the solution How to give an example in transition and next steps to engage in meaningful conversations We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version In this episode of "From Busy to Rich," we introduce a live session with alumni from the Transform Learning Series, focusing on helping financial advisors grow their businesses and reclaim their time. Wes discusses organizational growth cycles, emphasizing the balance between established ("normal") and innovative ("new") practices. He shares personal experiences and insights on integrating new skills, hiring the right talent, and leveraging technology for efficiency. Wes highlights the importance of adaptability, continuous learning, and strategic hiring to enhance business operations. In today's episode we will cover: Strategies for financial advisors to grow their businesses and reclaim time. The significance of hiring the right talent to enhance efficiency and drive growth. The role of technology in streamlining processes and improving communication. The concept of organizational growth cycles and the importance of continuous learning. Engaging with existing clients to introduce new capabilities and services. The roles within a financial advisory practice and the importance of organizational structure. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," Justin interviews Wes with questions that have come in from our listeners and Transform Learning Series participants. They discuss transitioning to a fee-based planning model. Wes highlights the mental barriers advisors face when moving away from commission-based structures and emphasizes the value of charging for advice independently of assets managed. He underscores the importance of a structured planning process and the role of tax strategies in financial planning. Wes also shares insights on team dynamics, hiring practices, and the significance of clear communication. The episode aims to provide strategies for financial advisors to enhance client relationships and grow their businesses. In today's episode we will cover: Wes' journey transitioning from commission-based to fee-based planning model. Overcoming mental barriers and limiting beliefs about the value of financial advice. Differentiating between charging for assets under management (AUM) and separate planning fees. The role of tax strategies in financial planning and opportunities for advisors to assist clients. Identifying client patterns to improve service delivery and client relationships. Strategies for managing difficult conversations, including employee terminations. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series. Mike Jesowsheck Tax Savings Podcast

Click here to watch the video version. In this episode of "From Busy to Rich," we're diving back into the discussion where hosts Wes and Andy debunk the idea that more customers are the key to a better advisory practice, instead highlighting the power of referrals. They discuss the ineffectiveness of traditional referral methods, like policy wallets, and the importance of creating a process that naturally attracts clients. The duo acknowledges advisors' skepticism but emphasizes the need for a process that resonates with clients' aspirations, leading to organic referrals and sustainable business expansion. In today's episode we will cover: Misconception among advisors about acquiring more customers Emphasizing the importance of referrals as a trustworthy source of leads Ineffectiveness of traditional referral methods in today's business environment Importance of creating a process that attracts clients rather than asking for referrals Measuring meaningful indicators for success Concept of becoming better rather than just getting bigger Skepticism about clients coming to advisors Challenge of shifting focus from traditional methods to creating an attractive process We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

In this episode of "From Busy to Rich," we're going to revisit a popular discussion we had on the idea of living in two futures, inspired by Seth Godin, and share personal experiences and examples of companies that either embraced or rejected the idea of embracing a different future. Click here to view video version. In today's episode we will cover: Living in two futures and embracing a better future Learning from past failures and not letting them define the future Difference between incremental growth and transformative growth Challenges faced by organizations Thinking about the future for financial advisors We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the significance of structured meetings and effective team coordination for financial advisors. Using the analogy of baking a cake, they emphasize the necessity of having the right strategies and practices in place. Drawing insights from Patrick Lencioni's book "Death by Meeting," they discuss the importance of cadence and calendar management in fostering peak performance. In today's episode we will cover: Importance of structured meetings in financial advisory practices Significance of cadence and calendar management for team coordination Insights from Patrick Lencioni's "Death by Meeting" on effective meeting practices Efficiency of short meetings and daily headline meetings Use of technology, such as Loom, for effective communication Strategies for scheduling client meetings, including mid-year and year-end reviews Evaluating the necessity of meetings and canceling unnecessary ones Establishing clear next steps to enhance meeting productivity We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! Link to episode about stillness Dr. Michael Gervais If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin continue the discussion around the metaphor of baking a cake to illustrate building a successful financial advisory practice. They emphasize the importance of creating a peak performance team by filling key roles such as lead advisor and project manager. They highlight the concepts of "bicycle growth" (immediate productivity boosts through hires or technology) and "bamboo growth" (sustainable, long-term development). Justin shares insights from his military experience, underscoring the impact of augmenting teams with the right personnel. Listeners are encouraged to assess their team structure and utilize provided resources for improvement. In today's episode we will cover: Creation and assessment of an organizational chart Concepts of "bicycle growth" vs. "bamboo growth" Role of technology in enhancing productivity Process of identifying and hiring the right candidates Importance of clarity and structure in the workplace Utilizing existing networks for recruitment and hiring strategies We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! Link to Organizational Chart Template: A must-have tool to map out your team structure. Link to Hiring Process Video: Featuring Stephanie and Cara, this video walks you through our hiring process and what success looks like at various milestones. Link to Triple T Tool: Helps streamline your practice and focus on high-value activities. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin interview Dr. Samantha Herrington, COO of a wealth management practice and founder of Ultimate Impact. They discuss achieving peak performance in financial advisory practices by aligning professional strengths with personal passions. Dr. Herrington emphasizes the importance of energy management over time management, the concept of the "Impact Zone," and the significance of generosity and an abundance mindset. They offer practical strategies for financial advisors to enhance their profitability and quality of life by focusing on high-impact activities and strategic alignment. In today's episode we will cover: Aligning professional strengths with personal passions Concept of the "unlived life within us" and envisioning a fulfilling future The "Impact Zone" and its components: strengths, passions, and organizational vision Distinction between energy management and time management Significance of the "Rejuvenation Zone" for overall well-being Balancing obligatory tasks with high-impact activities Emphasizing a mindset of generosity and abundance in professional practices Samantha's LinkedIn We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Garrett Gunderson, a bestselling author, financial expert, and comedian. Garrett shares his journey from running a successful financial firm to blending comedy with financial education. They highlight the importance of living a fulfilling life, holistic financial planning, and the concept of a "family bank" inspired by the Rockefeller method. Garrett emphasizes the value of giving before asking for help, creating rituals and traditions within families, and leveraging whole life insurance for long-term wealth and legacy. In today's episode we will cover: Transition from managing a financial firm to pursuing a passion for educating others and for comedy. Importance of living a fulfilling life and finding purpose. The role of humor in enhancing learning and retention in finance. Concept of the "family bank" and its significance in wealth preservation. Overview of the Rockefeller method for maintaining family wealth across generations. Importance of storytelling and rituals in family legacy and values. Practical applications of financial strategies for seizing opportunities. Encouragement to focus on giving and creating value in relationships. For the chance to receive a free copy of one of Garrett's books see details below: The first 5 people to leave a podcast review on Apply or Spotify and email a screenshot to info@wesyounglive.com will receive a copy of Killing Sacred Cows 2.0 Anyone who leaves a review of Killing Sacred Cows 2.0 on the internet and sends Garrett a DM or email with the screen and subject “Wesley Licensing” will receive 3 free audio book version of Garrett's other bestselling works All transform learning series participants who enroll in the January 2025 class will receive a free copy of the book. Garrett.live Garrett's Instagram Garrett's Website Email: garrett@garrettgunderson.com We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin discuss strategies for financial advisors to enhance business efficiency and quality of life. They introduce the "Mind Vault Method," a technique for preparing for client meetings by recording insights and agendas in advance. This method aims to save time, ensure consistency, and reduce stress. In today's episode we will cover: Key ingredients for business success. High-value financial planning processes and overcoming client resistance. Introduction and explanation of the "Mind Vault Method" Benefits of the Mind Vault Method, including time efficiency and reduced stress. Practical applications of the Mind Vault Method in client management and project management. The significance of preparation in delivering effective client communication. Tools and resources available for financial advisors to improve their practices. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore key elements for achieving business success in the financial advisory sector. Building on their previous discussion, they emphasize the importance of a high-value financial planning process. Wes introduces the concept of the "unlived life," highlighting the gap between clients' current and desired lives. He outlines a structured onboarding process with phases like Location, Expectation, Direction, and Execution to guide clients effectively. The episode underscores the need for personalized financial planning to help clients overcome resistance, achieve their goals, and enhance their overall quality of life. In today's episode we will cover: Importance of a high-value financial planning process in the financial advisory sector. Concept of the "unlived life" and the gap between current and desired life. Structured onboarding process for new clients, including phases: Location, Expectation, Direction, and Execution. Creating a financial snapshot to visualize clients' current financial situations. Importance of tax intelligence and collaboration with CPAs for effective financial planning. Family bank velocity strategy for structuring liquid assets to support financial goals. Addressing potential what-if scenarios to prepare clients for uncertainties. Ongoing communication and regular check-ins to assess progress and adjust financial plans. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Click here to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the essential ingredients for business success, focusing on vision development and execution. They draw parallels between cooking and business, emphasizing the importance of having the right strategies in place. Wes outlines a structured approach to creating a three-year, one-year, and 90-day vision, stressing the need for clear, actionable goals. In today's episode we will cover: Importance of mastering key ingredients for business success Vision development as a critical ingredient for success Structured approach to creating a three-year, one-year, and 90-day vision Collaboration and feedback in refining business vision Significance of high-quality strategies and practices in business Actionable steps aligned with the vision for effective implementation Identifying measurable economic drivers for business sustainability Utilizing resources and templates for goal refinement and strategy enhancement We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series. Access the Peak Performance Path tool FREE for 30 days when you sign up here.

Click to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the essential processes and methodologies financial advisors need to enhance their practices and client relationships. Like baking a cake,, they emphasize the importance of having the right ingredients in the right proportions. Key topics include engaging clients through compelling conversations, transforming tax discussions, ensuring profitable practice growth, and developing a clear vision. In today's episode we will cover: Enhancing client engagement and satisfaction through defined processes Designing a high-impact client journey for better client experiences Cultivating high-performance teams within advisory practices Providing unique insights during key planning periods, such as tax season Emphasizing the role of fun and enjoyment in the workplace Strategies for profitable practice growth and maintaining healthy margins Continuous learning and community support for financial advisors through programs like the Transform Learning Series We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series. “Early Bird” Discount for January 2025 Transform Learning Series - PODCASTEARLYBIRD 1-Payment 2-Payments 3-Payments

Click here to watch video version In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome Jesse Mecham, founder of YNAB (You Need A Budget). Jesse shares his journey from aspiring accountant to financial expert and entrepreneur. He emphasizes the importance of viewing money as a tool for achieving personal goals and reducing stress. The discussion covers Jesse's entrepreneurial experiences, the significance of aligning spending with personal values, and the concept of "giving every dollar a job." Jesse also introduces his upcoming book, which aims to reshape how people think about money, advocating for financial awareness and self-care. In today's episode we will cover: Jesse Mecham's personal journey from aspiring accountant to financial entrepreneur The founding and evolution of YNAB (You Need A Budget) Understanding the true purpose of money as a tool for achieving goals The concept of "giving every dollar a job" in budgeting The significance of aligning financial decisions with personal values The role of financial advisors in supporting clients' financial journeys The impact of awareness on financial management and decision-making Emphasizing self-care and stress reduction through financial control We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series. We highly encourage you to follow Jesse's journey and learn more by visiting his site below and checking out the great resources he has available. YNAB website The YNAB Podcast

Click here to watch the video In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the theme of risk in both business and personal contexts. They discuss risk management strategies, emphasizing the importance of grounded optimism and preparedness. They highlight tools like assessments to reduce uncertainty in hiring and business growth. Collectively, they advocate for a balanced approach to risk, combining realistic assessments with strategic planning to navigate uncertainties and achieve growth. In today's episode we will cover: The nature and omnipresence of risk in business and personal decisions. The concept of "dancing with uncertainty" and preparing for various outcomes. The distinction between manageable risks and inherent risks. The role of risk management in hiring and team building. The impact of grounded optimism versus grounded pessimism on decision-making. Embrace risk as a catalyst for growth and success. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series. “Early Bird” Discount for January 2025 Transform Learning Series - PODCASTEARLYBIRD 1-Payment 2-Payments 3-Payments

Click here to watch the video version In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the "happy habits of high-performance people.". They discuss balancing ambition with gratitude and introduce the "macronutrients of happiness": enjoyment, satisfaction, and meaning. They introduce practical strategies to integrate these elements into daily routines, aiming to transform work from a burden into a fulfilling and joyful experience. In today's episode we will cover: Happy habits of high-performance individuals Importance of enjoyment and satisfaction in work Balancing ambition with gratitude The macronutrients of happiness: enjoyment, satisfaction, and meaning Practical applications for cultivating happiness in work We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series. “Early Bird” Discount for January 2025 Transform Learning Series - PODCASTEARLYBIRD 1-Payment 2-Payments 3-Payments

Click here to watch the video version In this episode of "From Busy to Rich," host Wes Young welcomes Pastor Rob from Shoreline Church in Austin, Texas. The discussion focuses on leadership, engagement, and building a successful organization. Pastor Rob shares insights on the church's operations, emphasizing the importance of the whole team and the journey of establishing the church from scratch. They key in on the significance of initial hires, transitioning from sole proprietorship to organizational leadership, authenticity in leadership, and empowering team members. The episode offers valuable lessons for financial advisors and leaders on fostering a culture of appreciation and collaboration. In today's episode we will cover: Role of teams in organizational success and operations. The significance of initial hires and their impact on organizational growth. Transitioning from sole proprietorship to organizational leadership for scalability. Authenticity in leadership and its effect on trust and relationships. Empowering team members to take on responsibilities for greater efficiency. Spiritual dimensions of leadership and serving others with pure intentions. Building credibility and vision in the early stages of an organization. Celebrating and recognizing teammates to foster community engagement. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform University series.

Click here to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin focus on year-end planning strategies for financial advisors. They emphasize the importance of adding value to year-end planning by maximizing tax efficiency for clients. They discuss various tax-saving opportunities such as S Corporation elections, the Augusta Rule, cost segregation studies, and more! Wes encourages advisors to proactively engage with clients and their CPAs to uncover potential tax savings, thereby enhancing clients' profitability and quality of life. In today's episode we will cover: Year-end planning strategies and ideas Importance of helping maximize tax efficiency for clients Need for financial advisors to improve tax knowledge Proactive engagement with clients and their CPAs Identification of potential tax savings opportunities Use of tools like Holistiplan for tax analysis Positioning advisors as trusted partners in clients' financial journeys We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform University series.

Click to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin delve into guest Leslie Danford's inspiring journey of launching her health-focused beverage company, Vitaminis, amidst a number of converging challenges. Leslie, a mother of four, shares her motivations, challenges, and lessons learned in balancing family life with entrepreneurship. The discussion highlights the importance of execution over knowledge, overcoming self-doubt, and engaging with the community. Leslie's story emphasizes perseverance, responsible growth, and the significance of taking actionable steps despite uncertainties, offering valuable insights for aspiring entrepreneurs. In today's episode we will cover: Leslie's entrepreneurial journey Balancing family life while managing a business. Overcoming self-doubt and the importance of taking actionable steps in entrepreneurship. The significance of execution over knowledge in achieving business goals. Engaging with the community to refine product offerings. Financial considerations and the complexities of scaling a business sustainably. Mindset challenges and the cyclical nature of growth in the entrepreneurial journey. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform University series. Follow Leslie's story here – LinkedIn: https://www.linkedin.com/in/leslie-danford/ Instagram: https://www.instagram.com/vitaminisbrand/

Click here to watch the video version This week we thought we would revisit an old episode reflecting on the question “what is real financial planning?” In this podcast episode, Wes and Justin welcome Carl Richards as a special guest. They discuss the concept of "real financial planning" and aligning one's use of capital with what is important to them. Carl emphasizes the importance of recognizing human tendencies and biases in financial decision-making and encourages a mindset of curiosity and experimentation. They also explore the role of financial planners as guides in a changing landscape and navigating uncertainty. Carl introduces the Society of Advice, a monthly membership program that focuses on personal growth and self-discovery. The episode concludes with a discussion on trusting one's intuition and making meaningful decisions. In today's episode we will cover: The essence of “Real Financial Planning” Transforming from Defenders to Guides Navigating risks and uncertainty The power of reflection We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you want to learn more about Carl Richards and all the great work he has done we encourage you to visit his website at The Society of Advice. Maybe you're interested in taking your own planning in a new direction, in that case we would love to have you join us in one of our comingTransform Learning Series™. You can learn more at wesyounglive.com. Again, thank you for joining and we look forward to next time. Follow Carl Richards – LinkedIn Instagram Twitter

Click here to watch the video version. In this episode of "From Busy to Rich," join hosts Wes and Justin as they continue to explore the concept of peak performance teams. They discuss three essential traits: Empower, Transform, and Persist. Empowerment involves creating an uplifting atmosphere where team members take ownership. Transformation focuses on continuous improvement and embracing change. Persistence, or "savage persistence," emphasizes steadfastly pursuing goals despite challenges. They encourage listeners to reflect on these concepts and implement them to foster a culture of excellence and high performance within their own teams. In today's episode we will cover: Traits and characteristics of high-functioning teams Differences between employees and team members Importance of understanding individual strengths Empowerment within teams Embracing change and innovation The significance of persistence in achieving goals Strategies for fostering engagement and motivation among team members We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

Click here to watch the video version. In this episode of "From Busy to Rich," join hosts Wes and Justin as they discuss "the dance of peak performance teams." They emphasize the importance of aligning team members to work cohesively. They explore strategies such as defining the organization's goals and purpose, establishing a rhythm for team activities, and using technology to create efficient collaboration. Wes highlights the need for continuous improvement and avoiding burnout through structured rhythms. In today's episode we will cover: Importance of team alignment for peak performance Defining organizational goals ("what") and purpose ("why") Establishing a structured rhythm for team activities Continuous improvement of processes for efficiency Strategies to avoid team burnout Encouraging creativity through effective preparation Role of leadership in fostering team collaboration We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

Click to watch the video version In this episode of "From Busy to Rich," join hosts Wes and Justin as they explore the complexities of building and sustaining peak performance teams, with a focus on strategic hiring. They discuss the distinction between employees and team members, advocating for hiring action-oriented "doers" over mere "thinkers." Wes and Justin provide valuable insights and practical strategies for enhancing team dynamics and overall effectiveness. In today's episode we will cover: Building and sustaining peak performance teams Distinction between employees and team members Assessment of team roles and responsibilities Strategies for enhancing team effectiveness and overall performance We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up. Click Here For Free Trial Access to the Time Talent Transformation Tool!

Click here to watch the video version In this episode of "From Busy to Rich," join host Wes on location as he interviews Gordon Parker, a financial advisor with 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model and emphasizes the significance of hiring the right team members. They offer valuable insights into growing a financial advisory practice by focusing on relationships and team dynamics. In today's episode we will cover: Team structure and dynamics in financial advisory practices Building strong client relationships Evolutions in the advisory industry Challenges faced by financial advisors when starting their careers Navigating growth and change within a financial advisory practice Flexibility in business operations and client interactions Focus on ideal clients while managing a broader client base We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

Click here to watch the video version In this episode of "From Busy to Rich," host Wes Young engages with Michael Broderick, a seasoned financial advisor from Boston. Michael shares his nearly 30-year journey in the financial advisory business, emphasizing the importance of holistic planning, lifelong learning, and effective client communication. He discusses the challenges of implementing change within an organization, the significance of having a clear vision, and the iterative process of improvement. Michael also highlights the need for collaboration among advisors and the value of continuous education. His insights provide valuable lessons for both new and experienced advisors. In today's episode we will cover: The role of lifelong learning and continuing education in professional development. Effective communication strategies for engaging with clients. Strategies for embracing and managing change within an organization. The importance of having a clear vision for guiding organizational change. Tools and methods for assessing and improving organizational practices. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up. Have a question for us to answer on the podcast? Let us know here!

Click here to watch the video version This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore untapped opportunities in the financial advisory industry, emphasizing the importance of tax intelligence and collaboration with CPAs. Wes shares a story about two shoe salesmen to illustrate different mindsets towards opportunities. Their discussion highlights how integrating tax planning can enhance financial advisors' practices, improve client relationships, and increase profitability. They also provide resources like the narrative checklist and recommend tools and podcasts to help advisors deepen their tax knowledge and better serve their clients. In today's episode we will cover: What are the untapped opportunities in the financial advisory industry Importance of tax intelligence in financial planning Coordination between financial advisors and CPAs (Certified Public Accountants) Mindset differences Proactive client engagement in tax discussions Practical strategies for improving tax intelligence among advisors Resources and tools available for advisors to enhance tax planning Ongoing learning and adaptation to changes in the tax code We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up. Get two week's free access to the Transform Narrative Checklist! Mike Jesowshek Small Business Tax Savings Podcast TaxElm

Click here to watch the video version This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome guest Whitney Jurjevich, a former Marine turned successful business owner. Whitney shares his journey, emphasizing the importance of perseverance, learning from both highs and lows, and understanding one's value. He discusses the significance of having a clear vision in business and investing in personal development. The conversation highlights the necessity of continuous learning, mentorship, and taking actionable steps to achieve success. Whitney's story serves as an inspiration for listeners to embrace their own growth journeys. In today's episode we will cover: Business insights and acumen The importance of having a clear vision in business ventures Learning from both successes and failures The value of mentorship and seeking guidance The distinction between quantity and quality of experience Embracing the iterative process of growth The role of resilience in achieving long-term success We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

Click here to watch the video version This episode of "From Busy to Rich," Wes, Sten, and Andy delve into the evolving dynamics between financial advisors and wholesalers. They initiate the conversation by reflecting on their changing perspective on these relationships. They discuss the nature of influence in business, emphasizing the importance of wholesalers understanding advisors' challenges before pitching products. Sten, shares personal experiences, highlighting the need for advisors to prioritize client interests and maintain professional integrity. The episode underscores the significance of setting clear expectations, fostering meaningful interactions, and balancing collaboration with objectivity in the financial advisory landscape. In today's episode we will cover: Evolving dynamics between financial advisors and wholesalers The nature and levels of influence in business relationships Challenges faced by financial advisors in engaging with wholesalers Clear expectations in wholesaler-advisor relationships Strategies for wholesalers to provide value to financial advisors Balancing personal relationships with professional integrity Embracing new opportunities while maintaining focus on client interests We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up. Have a question for us to answer on the podcast? Let us know here!

Click here to watch the video version This episode of "From Busy to Rich," released on September 11, 2024, marks the 23rd anniversary of the terrorist attacks on 9/11/2001. We take a moment of remembrance for the nearly 3,000 lives lost and the bravery of first responders. The preparation for today's episode highlighted the challenge of having difficult conversations. Hosts Wes and Justin discuss the importance of addressing "the elephant in the room"—acknowledging and discussing uncomfortable issues to improve profitability and quality of life. Wes shares a personal anecdote about a challenging meeting with a CEO, highlighting how confronting underlying tensions can lead to more productive conversations. They emphasize honesty and openness in professional interactions, especially in difficult situations. In today's episode we will cover: Importance of addressing difficult topics in professional settings. Concept of "the elephant in the room" and its relevance to uncomfortable discussions. Impact of acknowledging underlying tensions on productivity and communication. Emphasis on honesty and openness in professional interactions. The role of trust and collaboration in enhancing client relationships. Call to reflect on personal professional challenges and address them proactively. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin continue their discussion on defining the "game" one wants to play in life and business. They stress the importance of consciously choosing priorities and strategies that align with one's values. Wes introduces the use of new tools to streamline processes, saving time and improving the quality of client interactions. They emphasize that these strategies can lead to greater success, fulfillment, and a better quality of life for advisors. In today's episode we will cover: Defining personal and business goals and the "game" one wants to play. Aligning resources (time, talent, energy, attention) with personal values. Challenges faced in traditional meeting planning preparation processes. Introduction of new tool for efficient meeting prep. The significance of embracing tools like checklists and video summaries. Improving overall efficiency and quality of life for financial advisors. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes and Justin explore the concept of defining the "game" professionals want to play in their careers and lives. They emphasize the importance of clarity in setting personal and professional goals and creating a vision that inspires and motivates. Wes discusses the significance of understanding one's priorities and standards of excellence, rather than inheriting them from others. The conversation also highlights the role of gratitude and reflection on past experiences in shaping future aspirations. In today's episode we will cover: Defining the "game" professionals want to play in their careers and lives. Creating a vision that inspires and motivates individuals. Reflecting on past experiences to identify key moments of joy and fulfillment. Practical steps for turning aspirations into actionable goals. The need for clear standards and processes to achieve goals. Importance of community and feedback in personal growth. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin welcome Jon Acuff, an author and speaker, to discuss insights from his latest book. They emphasize the importance of reflecting on past successes to inform future goals. Jon introduces practical strategies like breaking down goals into manageable steps and the "rearview mirror exercise" to foster gratitude and self-awareness. The conversation aims to inspire financial advisors to enhance their profitability and quality of life by aligning their goals with their values and building trust with clients through small, achievable wins. In today's episode we will cover: Importance of personal development for financial advisors Reflecting on past successes to inform future goals Practical methods for effective goal-setting Concept of a "best moments list" for identifying passions The "rearview mirror exercise" for fostering gratitude and self-awareness Breaking down goals into manageable steps using a "goal ladder" Aligning retirement plans with personal values and relationships The impact of negative "soundtracks" on mindset and success Emphasizing the joy of the journey toward achieving goals For a chance to get a free copy of Jon's book, please email info@wesyounglive.com with the subject “All It Takes Is A Goal” and include the following information in the email: Go to Apple Podcasts, Spotify, or wherever you listen to the show and leave a review. Take a screen shot of your review and email address so we know it's you, then attach screenshot to the email. Share your mailing address that you want your copy shipped to. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Andy interview Jerry Morgan, President and CEO of Texas Roadhouse. Jerry shares his 27-year journey from managing partner to CEO, emphasizing the importance of maintaining high standards in service and food quality. He discusses the company's culture, leadership principles, and commitment to community engagement. Jerry also highlights the balance between innovation and staying true to core values, reflecting on the company's expansion and the introduction of new restaurant concepts. The episode offers valuable insights into leadership and innovation relevant to any industry. In today's episode we will cover: Jerry Morgan's 27-year journey at Texas Roadhouse, from managing partner to CEO. The culture and values that define Texas Roadhouse. Leadership principles and philosophy emphasized by Jerry Morgan. The importance of maintaining high standards in service and food quality. The company's commitment to community engagement and customer experience. The balance between innovation and staying true to core offerings. Creating a positive work environment for employees. The significance of discipline and clarity of expectations in leadership. Strategies for building strong customer relationships without relying on traditional advertising. Lessons on mastering fundamentals and fostering collaboration in business. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

In this episode of "From Busy to Rich," hosts Wes and Andy engage in a deep conversation with Mike, a seasoned advisor and leader at New York Life. Mike shares his 30-year career journey, emphasizing themes of personal growth, leadership, and the importance of not limiting one's potential. He introduces the concept of the "three P's" of future planning: Pipe Dream, Probable, and Possible, advocating for a mindset focused on possibilities and innovation. Click here to watch the video version. In today's episode we will cover: Personal growth and development Leadership and mentorship The significance of setting ambitious goals The concept of "possible" versus "pipe dreams" The role of sacrifice in achieving success The idea of "savage persistence" in overcoming challenges The importance of community and support in personal journeys Insights from the book "The 52 Truths" For a chance to get a free copy of Mike's book, please email info@wesyounglive.com with the subject 52 Truths with the following information: Share one truth you live by Share your mailing address that you want your copy shipped to We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

In this episode of "From Busy to Rich," hosts Wes and Justin welcome Dev Warren, an experienced business advisor. The discussion, inspired by Jamie Kern Lima's book "Worthy," focuses on helping financial advisors enhance their profitability and quality of life. Dev shares his career journey, emphasizing the importance of mentorship and seizing opportunities. He discusses the challenges entrepreneurs face when they hit a plateau and the need for adaptability and strategic hiring. They encourage listeners to embrace new ideas, trust their teams, and design a life aligned with their values and passions. Click here to watch video version. In today's episode we will cover: Theme of Being "First" Mentorship Importance Navigating Business Plateaus Strategies for helping business owners assess priorities and identify growth areas. Insights on taking calculated risks and the importance of trusting instincts in business decisions. Creating a Meaningful Life Legacy and Business Representation Team Dynamics and Trust Adaptability and Strategic Hiring We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up. If you're interested in learning more about Dev Warren and what his team does you can find out more on his website https://ascendantadvisory.com/, or you can email him directly at Dev@ascendantadvisory.com. Here is a link to the book by Jamie Kern “Worthy” https://worthybook.com/.

In this episode of "From Busy to Rich," hosts Wes and Justin delve into the concept of achieving a 10x growth jump. They emphasize the importance of rethinking and reshuffling team roles to facilitate significant growth. Using analogies like bicycles and bamboo, they illustrate different growth strategies. Bicycles represent incremental, visible progress, while bamboo symbolizes foundational, unseen development that eventually leads to exponential growth. They discuss delegating tasks, creating ideal calendars, and setting clear success metrics for new hires. The episode underscores the need for strategic planning and intentional actions to achieve transformative business growth. Click here to watch the video version. In today's episode we will cover: Taking a 10x jump in growth Rethinking and reshuffling the deck of where people sit on the bus Analogy of bicycles and bamboo in relation to business growth Delegating tasks and focusing on high-value activities Creating job descriptions and ideal calendars Building a strong foundation and root system for growth Evaluating tasks as bicycle 10x or bamboo 10x Intention behind solutions for growth Transform Learning Series We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up. You can also access our TTT tool right here. If you're interested in the Strategic Coach program Wes mentioned in the episode you can learn more by clicking here!

In this episode of "From Busy to Rich," host Andy and Wes explore the concept of alignment in business, and the four levels of entrepreneurial evolution. They discuss the importance of aligning capital with personal values and the transition from micromanaging to building a strong team. Wes emphasizes the "who not how" mindset, empowering leaders, and creating a self-managed company. They highlight the ultimate goal of a self-multiplying team, leveraging unique abilities for maximum growth. The conversation underscores the need for regular realignment, energy management, and fostering a culture of continuous improvement. Click here to watch the video version. In today's episode we will cover: Power of alignment in business Four levels of entrepreneurial evolution Importance of aligning capital with personal values Transitioning from "rugged individual" stage to building a strong team Shifting to a "who not how" mindset for business growth Creating a self-managed company by replacing oneself with leaders Leveraging talents and unique abilities for maximum impact Concept of self-multiplying at level four Importance of emotional maturity and long-term vision for growth We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you're an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

In this episode of "From Busy to Rich," host Andy and Wes explore the four levels of delegation. They explain each level: gathering information, informed progress, informed results, and ownership. Emphasizing the importance of clear communication, they discuss how understanding these levels can lighten leaders' mental loads and foster trust within teams. They also stress the need for celebrating the ownership level of delegation and plan to create a series of shorts on these concepts for their listeners. Click here to watch the video version. In today's episode we will cover: Four levels of delegation Importance of clear communication and understanding of delegation levels Tension and potential misunderstandings in delegation Examples and insights into applying delegation levels Impact of delegation on reducing mental load and creating a healthier business environment Celebrating and acknowledging the ownership level of delegation We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you're an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

In this episode of "From Busy to Rich," hosts Andy, Wes, and Justin discuss the importance of being intentional and focusing on moving towards desired goals rather than away from undesired situations. They explore themes of leadership, personal development, and the financial planning industry. The conversation emphasizes the need to challenge default settings, clarify what a rich life means, and align actions with true values. By defining success and setting clear intentions, they argue that individuals can achieve more meaningful progress and avoid the pitfalls of aimless business. Click here to watch the video version. In today's episode we will cover: Being intentional and focusing on moving towards what one wants rather than away from what one doesn't want Leadership and personal development Financial planning industry Challenging default settings The importance of defining what "winning" looks like Articulating a rich life and aligning goals with clients The power of frustration as a motivator for growth Channeling business towards what truly matters Setting clear intentions for progress Avoiding getting caught up in activities that don't align with goals We hope you enjoy this episode, and we would love to hear your feedback by leaving a review. If you're an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.