From Busy to Rich

In this episode of From Busy to Rich, Wes sits down with his business partner and co-host, Justin Lakin, for a conversation about adversity, faith, leadership, and the experiences that shaped his journey. Justin shares stories from his time as a Green Beret, lessons learned through loss and hardship, and how coachability, resilience, and strong relationships have guided him through every season of life. This episode is especially powerful for anyone navigating a difficult chapter and looking for perspective, purpose, and encouragement to keep moving forward. In This Episode We Cover What Justin learned from serving as a Green Beret Surviving hardship, loss, and uncertainty with faith and perspective Why adversity often becomes our greatest teacher The role coachability and strong relationships play in success How to keep moving forward when life brings you to your knees

In this episode of From Busy to Rich, Wes sits down with bestselling author and entrepreneur Garrett Gunderson for a powerful conversation about fear, scarcity, growth, and the financial prisons people unknowingly build for themselves. Garrett shares the mindset shifts that changed his life, business, and relationships — and why working harder is often not the answer. Together, Wes and Garrett unpack what it really takes to build a rich life: vision, mentorship, uncomfortable growth, and learning to stop letting fear dictate your future. In This Episode We Cover Scarcity thinking vs abundance thinking The “financial prison” Garrett unknowingly created Why growth always feels uncomfortable at first How mentors and coaches change your trajectory The importance of vision and relationships What to do when life knocks you down Building a life by design instead of default Explore Wes's book: Beautiful Savage Connect with us: Instagram X Facebook LinkedIn Youtube Connect with Garrett: Instagram Facebook Website LinkedIn Youtube

In this episode of From Busy to Rich, Wes sits down with Heritage Business Strategies founder and longtime friend Gordon Parker for an honest conversation about reinvention, ego, growth, and building a business by design instead of default. After more than three decades in the financial industry, Gordon reached a point where success no longer felt fulfilling. He wasn't looking to quit — he was looking for a better way to work, lead, and live. Together, Wes and Gordon unpack the emotional and practical realities of changing your business model later in your career, letting go of control, building a team, and rediscovering enjoyment in the work again. This episode is especially powerful for advisors and entrepreneurs who know something needs to change — but haven't given themselves permission to do it yet. In This Episode We Cover Why success can still leave you feeling stuck The danger of building a business entirely around yourself How ego quietly prevents growth and transformation Why systems, teams, and structure create freedom The difference between retiring from something vs retiring to something

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 info@wesyounglive.com 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 longtime mentor and communication expert Dr. Randy Marshall for a conversation on persuasion, leadership, relationships, and the power of authentic communication. Drawing from decades of experience in ministry, business, speaking, and leadership development, Randy breaks down what actually makes people trust you, connect with you, and take action. This conversation goes far beyond presentation skills—it's about character, clarity, and learning how to genuinely move people. In This Episode We Cover: The 3 questions every audience is asking: Can I trust you? Do you care about me? Do you know what you're talking about? Why communication is more about energy and authenticity than information How stories, emotion, and simplicity create connection Why clarity—not complexity—is the mark of great leadership

In this episode of From Busy to Rich, Wes and Justin introduce a powerful shift in how advisors think about their role: The Curator's Creed. What if your job isn't to help people retire… but to help them build a life they never want to retire from? This conversation breaks down how to move beyond transactional planning and into something deeper—helping clients gain clarity, create energy, and take meaningful action toward the life they actually want.

In this episode of From Busy to Rich, Wes sits down with Caleb Guilliams—founder of Better Wealth—for a powerful conversation on growth, leverage, and building a business that attracts opportunity instead of chasing it. From taking over a bank's investment department at 19 to building a multi-billion dollar life insurance platform, Caleb shares the mindset and frameworks that shaped his journey. But this conversation goes beyond business—it's about intentional living, creating real value, and making the most of your one life. In This Episode We Cover: How to build a business that attracts clients instead of chasing them The concept of value leveraging (and why most people miss it) Why intentional living—not money—is the real definition of wealth The 3 questions that create clarity and drive growth Sign up for the Life Insurance Summit Event here: https://lifeinsurancesummit.com/

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. Explore the book: Beautiful Savage 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 Key Takeaways Ambition isn't the enemy of contentment—when healthy, it fuels a better life The gap between where you are and where you want to be never disappears—it evolves Most people don't lack knowledge—they lack application Fear is inevitable, but it doesn't have to define you The life you want is on the other side of consistently applying new patterns Resources: Beautiful Savage by Wes Young Submit your questions here Transform Learning Series 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

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 questions here Getting Things Done by David Allen Download the Master Plan Template Transform Learning Series 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 Richardsto explore a different approach to financial advice—one centered on understanding a client'sstory rather than simply delivering solutions. Carl shares the idea behind his newest book, which he calls a “conversation grenade.” Insteadof offering traditional financial instructions, the book is designed to spark deeper conversationsabout 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 howadvisors create their greatest impact by asking better questions and helping clients uncoverwhat 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 Resources: Submit your questions here Transform Learning Series 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 thecorner. 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 themost uncomfortable (and essential) topics in growth: resistance. They explore whywe avoid change, why good marketing often falls flat, and what it really takes tobuild and scale your influence. This episode isn't a pitch; it's a call to leadership. If you've ever felt stuck behind thescenes 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, andarrogance) 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 questions here Transform Learning Series “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 matt@proudmouth.com 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: The Legacy Letter Submit your questions here Transform Learning Series 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 Key Takeaways: Inheritance is what you leave to them. Heritage is what you leave in them. Clients often focus on asset transfer. But the most valuable transfer is clarity of love, values, and vision. Your kids need your words more than your wealth. A finished letter beats a perfect letter. Legacy work deepens advisor trust and makes asking for referrals irrelevant.

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! Transform your practice! 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 Resources: Submit your podcast question here! Transform your practice! 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 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! Transform your practice! 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. Resources: Submit your podcast question here! Transform your practice! Get the books and learn more about Michael Scovel here! Checkout previous episode with Mike 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

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! Transform your practice! 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. Resources: Submit your podcast question here! Transform your practice! Get the books and learn more about Michael Scovel here! Checkout previous episode with Mike 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

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 Resources: 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! 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'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! Transform your practice! 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. Resources: Submit your podcast question here! Transform your practice! Attend a Live How to Charge event! 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

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. Resources: Submit your podcast question here! Transform your practice! The Science of Scaling 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

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! Resources: Submit your podcast question here! Connect with Justin Lakin: LinkedIn: Justin Lakin Connect with Wes Young: LinkedIn: Wes Young Wesley Young Website

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and guest Dennis Moseley-Williams 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. In today's episode we will cover: Transitioning from transactional to transformational financial advisory practices. Enhancing client experience through personalization and meaningful relationships. The significance of niche marketing and identifying unique client segments. Utilizing storytelling and thoughtful gestures to deepen client connections. The importance of creating memorable and engaging client experiences over mere efficiency. Have a question for us to answer on the podcast? Let us know here! Check out additional resources at www.wesyounglive.com. Transform Learning Series - click here for information on how to sign up. Click here to learn more about Dennis!

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Andy 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. In today's episode we will cover: Power of alignment in business Four levels of entrepreneurial evolution 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 Have a question for us to answer on the podcast? Let us know here! Check out additional resources at www.wesyounglive.com. 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 explore 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. They cover strategies for dealing with workplace negativity, advocating for open communication and boundary setting. In today's episode we will cover: Importance of managing thoughts and interactions within our minds Self-awareness and emotional intelligence in managing responses to external triggers Fostering open communication and setting boundaries to prevent negativity in team dynamic Practical strategies for maintaining a positive and productive mental state in various interactions and environments Have a question for us to answer on the podcast? Let us know here! Check out additional resources at www.wesyounglive.com. 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 financial health as an ongoing journey, not a fixed destination. They challenge the belief that more money alone brings peace, emphasizing holistic well-being—balancing finances, relationships, health, and personal fulfillment. They offer actionable strategies for building discipline, reflecting on past achievements, and creating a richer, more balanced life beyond just accumulating wealth. In today's episode we will cover: Common misconceptions about financial security. The importance of financial discipline and coaching clients to maintain it. A holistic approach to wealth that encompasses family, relationships, and personal fulfillment. "Five types of wealth" and the risks of neglecting non-financial aspects of life. Have a question for us to answer on the podcast? Let us know here! Check out additional resources at www.wesyounglive.com. 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 interview business strategist Alicia Byers. Alicia shares practical strategies for financial advisors to authentically grow their businesses by enhancing client experiences, leveraging personal strengths, and building supportive teams. In today's episode we will cover: Common challenges faced by financial advisors, including dissatisfaction with current business models. The significance of creating memorable client experiences. The process of mapping out the client journey to identify gaps in service. Techniques for implementing sustainable changes in business practices. The value of leveraging natural strengths and building supportive teams. Resources and support available for financial advisors to enhance their practices. Have a question for us to answer on the podcast? Let us know here! Check out additional resources at www.wesyounglive.com. Transform Learning Series - click here for information on how to sign up. Want to hear more from Alicia? Check out below for ways to follow or get in touch! Email Alicia at alicia@byersstrategygroup.com Schedule directly with her here: https://calendly.com/byersstrategygroup/new-meeting Catch her podcast, The Uncommon Advisor here: https://podcasts.apple.com/us/podcast/the-uncommon-advisor/id1833056217

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin 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. In today's episode we will cover: Jerry Morgan's 27-year journey 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 balance between innovation and staying true to core offerings. Creating a positive work environment for employees. Lessons on mastering fundamentals and fostering collaboration in business. Have a question for us to answer on the podcast? Let us know here! Check out additional resources at www.wesyounglive.com. Transform Learning Series - click here for information on how to sign up.

Click here to watch the video version For today's episode of "From Busy to Rich," we reached back into the archive to revisit the timely conversation where 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.

Click here to watch the video version. In this episode of the "From Busy to Rich" podcast, hosts Wesley Young and Justin Lakin explore the crucial difference between inheritance (tangible assets) and heritage (values, wisdom, and traditions) in financial planning. Using examples like the Vanderbilts and Rockefellers, they highlight how intentional heritage planning sustains wealth across generations. The discussion covers creating family constitutions, overcoming resistance to change, and embracing fear as a catalyst for growth. Listeners are encouraged to help clients build lasting legacies by integrating strategic asset management with purposeful family culture and values, ensuring both financial and personal prosperity for future generations. In today's episode we will cover: Distinction between inheritance (tangible assets) and heritage (intangible values). Importance of heritage planning alongside inheritance planning. Historical examples of wealth preservation: Vanderbilt vs. Rockefeller families. The role of family constitutions in defining values and governance. The impact of fear on personal growth and legacy building. Mindset types: grounded optimists, grounded pessimists, and ungrounded Resistance to change and the importance of innovation in wealth stewardship. The significance of storytelling in connecting generations to their heritage. Family Constitution Examples 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 the "From Busy to Rich" podcast, we travel back to a dynamic conversation where hosts Andy and Wes discuss the importance of focusing on the client's story rather than just selling products or strategies in financial advising. They explain that successful advisors engage with clients on a deeper level, beyond just selling products or strategies. They also discuss the importance of technology in financial planning and the concept of "mature simplicity" in financial advising. In today's episode we will cover: How to focus on the client's story How to understand and engage with the client's story Practical examples and the benefits of using this different approach to financial advising The different stages that advisors progress through in financial planning 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 the "From Busy to Rich" podcast, Andy, Wes, and special guest Dave Podell discuss the importance of growth, specialization, and taking risks in business. Dave shares insights into his company's focus on large deductible tax strategies and the journey of continuous evolution in their field. The trio emphasizes the value of overcoming fear, trying new things, and the role of coaching in navigating uncharted territories. They highlight how specialization can lead to a broader market reach and the significance of engaging in high-energy activities that indicate potential growth areas. In today's episode we will cover: Dave's company's specialization in large deductible tax strategies for business owners The importance of continuous evolution and adaptation in business The significance of trying new things and taking risks The role of coaching and seeking guidance in navigating new territories The impact of specialization on attracting referrals and expanding the marketplace Comparing specialization to that of a brain surgeon Finding energy in one's work and identifying high-energy activities for career decisions Visit Zocks to learn more! 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 Mark Gilbert, CEO and co-founder of Zocks, an AI startup transforming financial advisory work. Mark shares how Zocks streamlines client data capture, automates notetaking, and simplifies form filling, freeing advisors from administrative tasks. The conversation explores the challenges of adopting new technology, the importance of customizing workflows, and how AI tools like Zocks empower advisors to focus on client relationships and business growth. In today's episode we will cover: Introduction of Zocks, an AI startup focused on enhancing financial advisory practices. Importance of capturing and analyzing client data to improve client interactions. Challenges and opportunities in adopting new technology within financial advisory practices. The role of AI in automating administrative tasks like notetaking and form filling. The significance of "champions" in technology adoption within advisory teams. Practical advice for getting started with AI tools like Zocks, including onboarding and customization. The broad applicability of AI tools across different meeting formats and advisor career stages. Visit Zocks to learn more! 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 dove back into the archives where 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. 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/.

Click here to watch the video version. In this episode of "From Busy to Rich," we revisit the conversation hosts Wes Young and Justin Lakin had with 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 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 best selling 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 the From Busy to Rich Podcast, hosts Wes Young, Justin Lakin, and guest Mike Scovel discuss the concept of "beautiful savages"—ambitious, grateful individuals who persistently overcome obstacles. They explore the personal "giants" that hinder growth, such as the need to feel good, look good, or remain undisturbed, especially in the financial advisory field. They emphasize self-awareness, the value of supportive communities, and the importance of stepping out of comfort zones to achieve meaningful success and personal transformation. In today's episode we will cover: Concept of "beautiful savages" and its significance Identification of personal "giants" that hinder growth The impact of the "need to feel good" on decision-making The influence of the "need to look good" and fear of judgment Importance of self-awareness in recognizing personal obstacles Engaging with like-minded individuals for support and accountability The dangers of the "remain undisturbed" mentality in career stagnation The role of discomfort in achieving personal and professional growth Checkout 52 Truths 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. 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.