From Busy to Rich – Détails, épisodes et analyse

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.

Have a question for us to answer on the podcast? Let us know here!

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!

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 today’s episode we’ll finish up the approach on how to answer “What do you do” in a way that causes people to lean in. This episode is hosted by Andy Traub as he interviews Wes Young, Justin Lakin, and guest Cody Moore.

Watch the video version here.

Today’s main points are:

• Understanding your atmosphere of influence
• Answering the question- Pick something that’s memorable and portable
• State the problem you solve in the form of a question
• Associate yourself with the solution to the problem simply and then specifically
• Give them a valuable example and next step

Join us in the next episode Wes will be covering the elements of the first strategy session with clients, and how to get them to “Lean In.” If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.

In today’s episode Wes kicks off the topic of Charging for Your Advice with a discussion on how to answer the age-old question, “What do you do?” As usual Andy Traub will be hosting this topic with Wes Young and Justin Lakin, but will also be joined this week by guest Cody Moore- another associate from Wes Young & Associates.  

Watch the video version here.

Today’s main points are:

• Fee versus Free
•  “A plan only has value in that it is proof the planning process has taken place.
• The planning process is all about thinking through the right issues.” -Chip Heath
• Answering the question “What do you do?” is one of the greatest untapped opportunities.
• Common approaches to answering the question. 
• The importance of the “Why” before “What” approach.
• People we are trying to lead need to feel the weight of the problem we are trying to solve, or the opportunity we are trying to seize before they care about our approach to solving it.
• How to be an attractive interruption.

Join us in the next episode Wes will be covering the elements of the first strategy session with clients, and how to get them to “Lean In.”

Today is the final part of Normalize the New: “Challenge your normal with new”, where Andy Traub will be rounding out this topic with Wes Young and Justin Lakin as we discuss how to practically and purposefully challenge our normal with new to create a more intentional life.

Watch video version here.

Today’s main points are:

• Big picture mindset that is critical for growth
• The importance of identifying examples, or models, of how to embrace and develop the new
• Compound effect and protecting time; you don’t achieve a large or permanent effect on your physical appearance or health with one visit to the gym regardless of how long or hard that one visit is…cultivating and implementing new into your business as an advisor works the same way
• It all starts with cultivation
• You have to have a way to let the ideas that are cultivated mature into a place of resolution
• You have to know yourself to know where to lean-in, versus pull-back
• How to orchestrate a plan to put it all together Time to execute- “Direction, not intention, determines destination” -Andy Stanley

Get a free copy of Wes’ article Normal vs. The New Normal, at our website From Busy to Rich with Wes Young.

In the next episode we will look to answer the question “What do you do?”, and start the conversation around Charging for Your Advice.

On part 2 of Normalize the New: Be great at your normal, Andy Traub, Wes Young, and Justin Lakin will continue digging into this idea that Wes posed in episode 1 of how to change our mindset by embracing new.

Watch the video version here.

Today we discuss:

• How to put in “guardrails”
• What it means to be great at your normal
• Understanding the importance of why
• The idea that in our effort to get the most out of life, it’s easy to live an unintentional life, and in so doing miss out on the things that matter most in life
• Helping clients understand where they are in their story relative to rich
• How we can move people from surviving, through stabilizing, and on to thriving
• As an advisor, how organization and structure impact your ability to do those things

Welcome to From Busy to Rich with Wes Young. In today’s inaugural episode AndTraub interviews Wes Young and associate Justin Lakin to introduce Season 1 of From Busy to Rich, and discuss the importance of mindset.  

Watch the video version here.

Wes is a public speaker, author, and founder of Wes Young and Associates with over 20 years of experience in the financial industry. Over the course of this season you’ll also get a chance to hear from several of Wes’s senior associates, as well as special guests, on a number of topics designed to inspire advisors to increase profitability and quality of life.

In today’s episode we dive deeper into:

• Who is Wes Young
• What to expect in season 1 of From Busy to Rich
• We jump into part 1 of Normalize the New: What is it and why does it matter?, and this where we spend the bulk of our time as Wes takes us through how our greatest opportunity to recognize our future possibilities is not about abandoning our normal or rejecting new, but keeping the tension between the two

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.