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.

In this episode of "From Busy to Rich," host Wes and Justin explore the concept of default settings and their impact on decision-making in personal and professional contexts. They illustrate how default settings can limit potential and emphasize the importance of challenging these norms. They stress the need for intentionality in challenging defaults and mention upcoming resources like the book "Unreasonable Hospitality" and the Transform Learning Series™ class for financial advisors.

Click here to watch the video version.

In today’s episode we will cover:

• Default settings and their impact on decision-making
• Challenging default settings in personal and professional life
• Creating a rhythm for challenging the norm and implementing new ideas
• Being intentional
• Embracing change for growth and success

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™ class - click here for information on how to sign up.

In this episode of "From Busy to Rich," host Andy and Wes introduce the Transform University program, created by Wes Young. 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. Wes stresses the significance of embracing change, using the Blockbuster and Netflix story as an example. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities. The episode provides valuable insights for advisors aiming to enhance their business and client interactions.

Click here to watch the video version.

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
• Normal and new mentality
• 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

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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich," host Andy and Wes wrap the series as they delve into the art of effective meetings for financial advisors. They discuss the critical role of first impressions and the necessity of earning clients' trust early on. Wes shares his strategies for setting up initial meetings that are comfortable, conversational, and client-focused. They underscore the importance of clear and simple communication, aiming to establish trust and demonstrate value. Wes also introduces his upcoming learning series, designed to further develop financial advisors' meeting skills.

Click here to watch the video version.

In today’s episode we will cover:

• Setting up initial meetings with a focus on creating a comfortable and conversational atmosphere
• Being concise and making the meeting about the client's needs and interests
• Establishing trust and demonstrating value to the client
• Significance of simplicity and clarity in communication
• Continuous improvement of skills in communication for advisors

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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for new advisors to effectively set up meetings with potential clients. They emphasize the importance of being genuine, clear, and emotionally intelligent when communicating with clients. Wes shares his early career experience, highlighting the need to build trust and negotiate the benefit of the doubt. He suggests a transparent approach, including the possibility of partnering with experienced advisors to bolster credibility. Andy advocates for setting realistic time expectations for meetings.

 Click here to watch the video version.

In today’s episode we will cover:

• Importance of negotiating the benefit of the doubt when setting up meetings with potential clients
• Being genuine and clear in approach to gain trust and interest of clients
• Importance of emotional intelligence in client interactions
• Setting realistic time expectations for meetings
• Ineffective approach of inviting contacts
• New narrative for approaching potential clients
• Emphasizing the need for emotional intelligence in client interactions
• Strategies for building entry influence with clients

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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for financial advisors to earn trust and establish rapport with potential clients. Wes shares his experience with a high-net-worth individual, emphasizing the need to negotiate the benefit of the doubt, build common ground, and focus on the client's needs. They explore the importance of mindset, genuine conversation, and continuous self-improvement. The conversation highlights how advisors can overcome doubts, demonstrate their value, and foster successful client relationships through intentional dialogue and trust-building.

Click here to watch the video version.

In today’s episode we will cover:

• Importance of negotiating the benefit of the doubt when meeting with prospects
• Establishing common ground and building trust with prospects
• Emphasizing the need to convey competence and likability
• Reflecting on the challenges and attitudes required to succeed in the financial advising industry
• Shifting the focus from wanting something from the client to wanting something for the client
• Dedication and intentionality required to negotiate doubts effectively

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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich," host Andy and Wes 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. 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.

Click here to watch the video version.

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 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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich," host Andy and Wes discuss the critical practice of mid-year course correction for advisors. They highlight the value of quarterly planning and taking time away from the usual environment to reflect and set actionable goals for the next 60 days. The conversation centers on the connection between intentional planning, profitability, and quality of life, offering practical strategies for advisors to assess and enhance their current situation for excellence in both professional and personal realms.

CLICK HERE TO WATCH THE VIDEO VERSION.

In today’s episode we will cover:

• Importance of mid-year course correction
• Practical strategies for evaluating and improving current situation
• Significance of quarterly planning for profitability and quality of life
• Emphasis on intentional planning and focused effort
• Value of getting out of one's normal environment for reflection and planning
• Practical strategies for setting goals and driving positive change

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 University class - click here for information on how to sign up.

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.

In this episode of "From Busy to Rich," host Andy and guest Wes delve into the crucial decision of when financial advisors should hire their first employee. They discuss the benefits of hiring for profitability and improved quality of life for both advisors and clients. Wes shares his own struggles as a solo practitioner and the importance of recognizing when to delegate tasks. The duo addresses the fears surrounding hiring, advising listeners to view it as an investment rather than a cost. They stress the need for a clear job description, the courage to embrace change, and the importance of aligning hires with the business vision.

CLICK HERE TO WATCH THE VIDEO VERSION.

In today’s episode we will cover:

• Pivotal moment for financial advisors to make their first hire
• Recognizing signs indicating the need to stop handling all tasks alone
• Hiring the right person to support the business
• Avoiding non-advisory tasks that do not add value to the organization
• Shifting mindset from viewing hiring as a cost to seeing it as an investment
• Emotional and practical aspects of hiring the first employee
• Creating clear job description and expectations for the new hire

 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 University class - click here for information on how to sign up. Click here to download the TTT tool.

In this episode of the "From Busy to Rich" podcast, host Andy and Wes delve into the concept of "the gap" in relationships, particularly in business. They discuss how gaps between expectations and experiences can be filled with trust or suspicion, and the positive impact of choosing trust. This principle is applicable to client relationships, internal team dynamics, and personal well-being. They emphasize the importance of open communication and assuming the best in others to foster positive, productive relationships and a supportive team environment. They encourage listeners to adopt this mindset for improved individual and team dynamics.

CLICK HERE TO WATCH VIDEO VERSION.

In today’s episode we will cover:

• The concept of "the gap"
• Filling the gap between expectations and experiences
• Choosing to trust and assume the best in others
• Impact of trust and suspicion on personal well-being and relationships
• Application of the principle of trust in client relationships
• Proactive approach to addressing gaps and fostering trust within an organization

 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 University class - click here for information on how to sign up.

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.

CLICK HERE TO WATCH THE VIDEO VERSION.

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

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 University class - click here for information on how to sign up.

In this podcast episode, 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. Wes uses a mission trip story to illustrate the significance of meaningful engagement over superficial metrics. 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.

CLICK HERE TO WATCH THE VIDEO VERSION.

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 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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich," the host Andy, Wes, and Justin discuss the pervasive feeling of dissatisfaction and the power of the stories we tell ourselves. They explore how personal narratives can shape our experiences and the importance of redefining success to combat dissatisfaction. The conversation emphasizes intentional responses to challenges, the value of a grateful mindset, and the significance of dreaming and envisioning a fulfilling life. This episode offers strategies for reframing one's mindset to find contentment and improve well-being.

CLICK HERE TO WATCH THE VIDEO VERSION.

In today’s episode we will cover:

• Dealing with the feeling of dissatisfaction
• The importance of telling oneself a different story
• The impact of the stories we tell ourselves
• Navigating through difficult situations and changing perspectives
• Clarity on what success would look like
• The power of responding thoughtfully and intentionally
• Finding contentment amidst ambition and striving for improvement
• The significance of having a grateful mindset
• The power of faith and gratitude in finding peace and contentment

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 University class - click here for information on how to sign up.

In this special episode of "From Busy to Rich," Wes joined Sten Morgan on his podcast of “Becoming an Elite Financial Advisor.” They discussed the intricacies of managing a remote team in the financial planning sector. Wes recounts his early start in the industry, the shift from commission-based to fee-based planning, and the importance of growth and team building. He introduces a task ranking system based on impact and enjoyment to optimize team efficiency and personal satisfaction. Wes also underscores the significance of hiring individuals who resonate with the company's vision and values. He shares insights on achieving a balanced life, avoiding burnout, and making a meaningful impact on clients.

CLICK HERE TO WATCH THE VIDEO VERSION. 

In today’s episode we will cover:

• Challenges and successes of running a successful remote team in the financial planning industry
• Wes's journey of starting his practice at a young age and the evolution of his business
• Transition from commission-based to fee-based financial planning and the fears and obstacles faced
• Importance of continuous growth and challenges of hiring and building a team
• Introducing ranking systems for tasks based on impact, enjoyment, and energy
• Significance of hiring individuals fit for specific tasks and aligned with the organization's vision and values

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 University class - click here for information on how to sign up.

Click here for a downloadable version of Wes’ Task Matrix

In this episode of "From Busy to Rich," host Andy and Wes explore the art of communication, particularly in public speaking. Wes shares his evolution from a reluctant speaker to a confident communicator, emphasizing the importance of starting with 'why,' building tension, and establishing common ground. They discuss a framework for crafting messages that resonate, focusing on one key point for memorability. The power of asking impactful questions and using personal anecdotes to connect with the audience is also highlighted. The episode is a deep dive into strategic communication.

CLICK HERE TO WATCH THE VIDEO VERSION

In today’s episode we will cover:

• Importance of effective communication
• Preparation and structuring of talks and presentations
• Starting with the "why" before delving into the "what"
• Building tension and common ground
• Power of asking questions that resonate deeply with the audience
• Framework for structuring a message: what the audience needs to know, why they need to know it, and what they need to do
• Focusing on one key point to anchor the message
• Examples and insights into effective communication and engagement with an audience

 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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich", Wes Young, a church volunteer, speaks to the congregation about the significance of work and navigating the gap between our current state and our aspirations. He emphasizes that work should be meaningful and contribute to a fulfilling life. Wes discusses the importance of setting both becoming and getting goals, and encourages listeners to dream and plan their future.

In today’s episode we will cover:

• The concept of work and the significant amount of time people spend working in their lives
• The gap between where people are and where they want to be, and the importance of maintaining ambition and gratitude while navigating this gap
• Reframing the perspective on work and striving for a fulfilling and satisfying experience in professional lives
• Setting becoming goals in addition to getting goals
• The importance of perseverance, finding solutions in difficult situations, and embracing an optimistic yet grounded approach to work and life

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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin welcome guest Matt Thompson from Northern Ireland. Matt discusses his expertise in storytelling and its relevance to financial advisors' work. They emphasize the importance of understanding clients' personal stories to provide tailored solutions. The conversation explores the parallels between Matt's storytelling approach and the advisory process, highlighting the value of curiosity and genuine interest in others' experiences. Matt also shares his passion for preserving family legacies through various mediums, underscoring the transformative power of stories.

Click here to watch video version.

In today’s episode we will cover:

• Importance of understanding clients' stories and needs before offering solutions
• Matt Thompson's personal story and experiences in helping people express themselves and tell their stories
• The role of financial advisors in understanding and serving their clients
• The value of curiosity, genuine interest, and the ability to draw out meaningful stories from individuals
• Asking thought-provoking questions to elicit authentic responses from guests
• The power of storytelling and its impact on personal and professional lives

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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the importance of setting clear life goals and understanding one's current position, akin to players on a football field. They stress the need for honesty in self-assessment, establishing clear intentions, and creating milestones. The conversation also covers the value of external advice and making choices that steer towards one's life goals, underscoring the significance of intentionality and proactive decision-making in life's journey.

Click here to watch video version.

In today’s episode we will cover:

• Importance of having a clear destination and direction in life
• Emphasizing the significance of being honest about where you are and where you want to be
• Setting clear intentions and milestones to move in the right direction
• Seeking input from others and making informed choices
• Being intentional and proactive in shaping the trajectory of your life

 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 University class - click here for information on how to sign up.

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.

In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the portion of life spent on average working. A recent study revealed that on average a person will spend 90,000 hours working. They explore the importance of principles in work and life to maximize those hours. They discuss how leveraging principles can lead to success and satisfaction, while ignoring them can have detrimental effects. They stress the need to understand these truths to make the most of the 90,000 work hours in a lifetime. The episode also emphasizes the principle of the path, setting clear directions, and aligning actions with one's vision.

Click here to watch video version.

In today’s episode we will cover:

• Discussion about the concept of spending 90,000 hours working or engaged in work over a lifetime
• Examples of principles in various aspects of life, such as gravity
• Highlighting the importance of recognizing and leveraging principles for greater satisfaction and impact in work and life
• Discussing the principle of the path and its significance in determining one's destination in life
• Emphasizing the importance of setting a clear direction for the future and aligning actions with that vision

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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich," hosts Andy, Wes, and Justin, explore the nuances between hiring and recruiting. They discuss Seth Godin's perspective on the subject, emphasizing that recruiting is a deliberate and slow process that involves creating a job so compelling that it persuades someone to leave their current position. The conversation highlights the need to create a narrative that attracts the right people. They encourage listeners to be intentional and clear in their approach to building a team, and to view the process as an invitation to join an exciting story rather than just a job offer.

Click here to watch video version.

In today’s episode we will cover:

• Difference between hiring and recruiting
• Importance of creating a compelling story to attract the right people
• Recruiting as a slower and more thoughtful process compared to hiring
• Clarity in the vision and values of the organization
• Creating a work environment where people feel fulfilled and satisfied
• Understanding and meeting the needs of potential team members and clients

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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich," we welcome special guest Silas Parker, a successful financial advisor, to share his journey and insights. Host Wes Young, who has trained many advisors including Silas, leads the discussion focused on Silas's evolution in the financial industry. Wes highlights Silas's ability to reinvent himself and adapt to change, which he believes is essential for growth. Silas, based in Austin, Texas, runs a primarily remote-based financial planning practice. He discusses his team structure, his approach to client relationships, and his business's growth. They delve into Silas's background, from selling pagers to becoming a top advisor, and the pivotal moments and decisions that shaped his career. He emphasizes the importance of mentorship, embracing fear, and the willingness to make significant changes to achieve a better future.

Click here to watch video version.

In today’s episode we will cover:

• Special Guest Introduction
• Discussion on Silas’ journey and evolution in the financial services industry
• Team structure and growth plans
• Embracing fear and taking risks in business
• The concept of “10x” thinking, and the importance of constant reinvention

 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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich", host Wes Young speaks at an event for entrepreneurs, focusing on the theme of living life by design rather than by default. He emphasizes the importance of bridging the gap between current circumstances and future aspirations through faith, ambition, and balance. Young encourages setting a three-year vision, breaking it down into three-month milestones, and aligning daily actions with these goals. He advocates for gratitude and intentionality, and shares a reminder of finding peace in adversity.

Click here to watch video version.

In today’s episode we will cover:

• Navigating the gap between current circumstances and future aspirations
• Living life by design rather than by default
• Finding balance and peace in the pursuit of improvement
• Setting long-term goals and breaking them down into actionable steps
• Embracing faith, ambition, and gratitude in daily life
• The power of gratitude in shifting perspective and energy

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 University class - click here for information on how to sign up.

This is a special episode of the "From Busy to Rich" podcast, where host Andy, Wes, and Justin discuss the “Transform University" learning series for financial advisors. They explore how the series helps advisors achieve a higher quality of life and increased profitability, not just for themselves but also for their clients. Wes delves into the mindset and practical tools necessary for advisors to progress, including a transformative mindset, organizational structure, team development, and technology utilization. The series, which includes live sessions and in-person workshops, is designed to help advisors execute more effectively in all areas of planning.

Click to watch video version.

In today’s episode we will cover:

• Importance of optimizing organization and structure capabilities for financial advisors
• Effective execution in areas such as estate planning and team development
• Engaging clients in advanced estate planning conversations and providing new narratives
• Equipping financial advisors with tools to understand and make necessary changes for growth
• Significance of team awareness and development, technology tips and tricks
• Importance of having a healthy off-season and game season within a financial advisory team
• Practicality and mindset required for success, tools and strategies needed to achieve goals
• Structure of the "Transform" series, and benefits of attending live remote sessions and in-person component at the end of the series

 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 University class - click here for information on how to sign up.

In this episode of the "From Busy to Rich" podcast, hosts Andy and Wes Young, along with Justin, delve into the concept of "closing time," which involves ending certain activities to foster personal and professional growth. They discuss the paradox of productivity, where stopping certain tasks can lead to increased productivity and advancement. The conversation touches on the resistance to change due to fear of loss and discomfort with the familiar. They emphasize the importance of ending behaviors that no longer serve us and the need to challenge inherited processes and norms. They also explore the significance of not negotiating with oneself and the impact of administrative support on productivity. If you’re ready to replace unproductive habits with positive ones to lead a richer life then this one is for you!

Click here to watch video version.

In today’s episode we will cover:

• The Concept of "closing time" and the importance of stopping certain activities for personal and professional growth
• Shifting mindset and focusing on value
• Delegating administrative tasks for increased productivity
• Questioning the effectiveness of being busy and working hard for personal and professional growth
• Concerns and fear of change preventing necessary adjustments

 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. You can also click here to receive a free downloadable copy of Wes’ ideal calendar.

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 University class - click here for information on how to sign up.

In this episode of the From Busy to Rich podcast, hosts Andy and Wes, along with co-host Justin, dive into the practice of "calendarizing" for effective time management. Wes advocates for scheduling critical tasks to ensure they align with long-term goals, emphasizing the importance of setting boundaries and making positive declarations. The discussion covers practical applications like meal planning and exercise, the benefits of block scheduling for work tasks, and the necessity of budgeting time and energy, especially for client meetings. Andy shares his own strategy for productive work. They emphasize that calendarizing is a key to productivity and work-life balance.

Click to watch video version.

In today’s episode we will cover:

• The concept of “calendarizing”
• Importance of aligning daily activities with long-term goals
• Block scheduling
• Setting boundaries

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. You can also click here to receive a free downloadable copy of Wes’ ideal calendar.

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 University class - click here for information on how to sign up.

In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin explore the productivity paradox in budgeting. They discuss the importance of setting boundaries and making assertive financial decisions, reframing budgeting as a positive tool that reflects one's values and aspirations. The conversation covers the challenges of predicting financial futures and the significance of grounding budgets in historical data. They emphasize budgeting as a strategic practice that can lead to financial clarity and freedom.

Click here to watch video version.

In today’s episode we will cover:

• Discussion on the productivity paradox and its importance in financial planning
• Emphasis on the significance of boundaries and assertions in budgeting
• Reframing budgeting as a tool for expressing values and aspirations
• Challenges and resistance associated with budgeting
• Importance of understanding one's current financial position and making grounded assessments for the future
• Trade-offs of budgeting and the concentration and decision-making involved
• Importance of setting clear boundaries to achieve financial goals

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

In this episode of "From Busy to Rich", hosts Wes Young closes out the series with a recording a talk he gave titled “Life Hacks.” He introduces the book of Proverbs as a source of wisdom for the series, emphasizing the importance of integrity in shaping one's future. Young encourages listeners to write out their life vision for three years ahead, covering professional, financial, physical, relational, and spiritual aspects.

Click here to watch video version.

In today’s episode we will cover:

• Introduction to the “Life Hacks” series
• Importance of integrity in guiding individuals towards their preferred future
• Discovering truths for a better life
• Encouragement to gain understanding and clarity to prioritize opportunities and future possibilities
• Individual hacks in professional, financial, physical, relational, and spiritual aspects

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

In this episode of the "From Busy to Rich" podcast, host Andy, Wes, and Justin continue discussing the concept of playing an infinite game in the financial advisory industry. They emphasize the importance of transformation, adaptability, and focusing on long-term goals. They highlight the need for a flexible playbook that can cater to unexpected changes and different clients' needs. They encourage listeners to adopt an infinite game mindset.

Click here to watch video version.

In today’s episode we will cover:

• The difference between finite games and infinite games
• Importance of having a flexible playbook
• Need for transformation
• Importance of focusing on long-term goals rather than short term transactions 

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

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.

Are you playing the right game? In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the concept of playing an infinite game in business, as explained by Simon Sinek in the book "The Infinite Game". They explore the difference between finite and infinite games, emphasizing the importance of focusing on continuous growth and adaptation in business rather than winning or losing. They also discuss the significance of having a clear "just cause" and being open to new ideas.

Click here to watch video version.

In today’s episode we will cover:

• The concept of playing an infinite game in business
• The difference between finite games and infinite games
• Winning in business is not about beating others, but instead is about continuous growth and adaptation
• There are five imperatives to playing the infinite game
• The imperative of advancing a Just Cause

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up. If you would like a copy of the Task Matrix Wes mentioned in the show you can download a copy here.

In this episode of "From Busy to Rich", hosts Wes Young and Justin Lakin discuss the concept of creating a life and work that one never wants to retire from. Wes shares a conversation with an advisor, who at 78, continues to innovate in his organization. They discuss the importance of finding a leader and organization one admires. They also introduce a concept from David Salyers, CCCP (Competence, Capacity, Contribution, and Promotion), and emphasize the need for organizations to define success for each role.

Click to watch video version.

In today’s episode we will cover:

• Creating a life and work that you never want to retire from
• CCCP (Competence, Capacity, Contribution, and Promotion),
• Creating more capacity and efficiency in work
• Regularly reassessing passions and interests, and the importance of intentionality in creating an organization

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up. If you would like a copy of the Task Matrix Wes mentioned in the show you can download a copy here.

Luke Combs: Doin' This

In this episode of "From Busy to Rich", Andy and Wes chat with Ryan Daus about his journey in the financial advisory business. Ryan shares his experiences, from starting as an intern to building a successful business. He emphasizes the importance of a strong team, client care, and a fee-based structure. Ryan also discusses his future aspirations, the importance of transparency in leadership, and his fears about the future. The conversation also touches on the value of delegation, the need for self-reflection, and the balance between profitability and quality of life.

Click here to watch video version.

In today’s episode we will cover:

• A journey in the financial advisory business
• Not all cupcakes and rainbows, challenges faced by advisors in the industry
• Importance of taking care of clients and delivering on promises
• Building a business vs having a job
• Next level of growth for advisors with a staff

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

In this episode of "From Busy to Rich", host Andy, Wes, and Justin continued the discussion on why advisors don’t do the things they want to, or know they should do. They discussed the importance of renewing one's mind to an exciting vision and a grateful condition. They emphasize the need to appreciate the present while working towards future goals. They also stress the importance of celebrating small achievements, referring to a Harvard Business School study that shows how this enhances motivation. They recommend sharing individual wins to foster a culture of appreciation and motivation.

Click here to watch video version.

In today’s episode we will cover:

• Clearly defined vision
• Reminding oneself of what is already known
• Adding fuel and energy to reach an exciting vision
• Setting and celebrating short term goals on the way to a bigger vision

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

In this episode, Andy, Wes, and Justin continue in a conversation about why advisors don’t do the things they intend to do. They discuss the importance of regular self-reminders and having a clear, exciting vision for one's life. They discuss the challenges of information overload and the need for a system to prioritize and remember key ideas and actions. They emphasize the importance of not settling for less and staying motivated towards one's vision, even in the face of obstacles. They also highlight the role of advisors in maintaining alignment with one's vision and the dangers of not having a filter when accepting opportunities.

Click here to watch video version.

In today’s episode we will cover:

• How people often need to be reminded more than instructed
• Challenge of constantly seeking new information
• Systems for prioritizing ideas
• Having a clear destination

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

In this special episode on the "From Busy to Rich" podcast, we share a recent interview Wes had with Brandon Snyder on the Pursuing Alpha podcast. They discussed the importance of holistic financial planning, and explain their approach to helping clients prioritize their financial goals and providing specialized services. They also discussed the importance of enjoying the journey towards financial milestones and the role of mindset in this process. Wes and Brandon close with a discussion on the value of personal growth and the impact one can have on others.

Click to watch video version.

In today’s episode we will cover:

• Importance of deep conversations with clients and structured meeting approach
• Growth and success in building their practices
• Client communication and organizational practices within their firm
• Importance of being process-driven and calendar-driven with clients
• Designing one's life and questioning societal defaults

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

Hear more from Brandon and the Pursuing Alpha Podcast by following below:

Facebook: @alphacapitalstrategies

Youtube: @PursuingAlphaPodcast; @Alpha.capital

Website: https://alphacapitalstrategies.com

In this episode on the "From Busy to Rich" podcast, Andy and Wes have the pleasure of interviewing Mark Barefield's about the growth of his business, and his experience having gone through the Transform University. The program emphasizes service over sales, helping advisors understand their clients' fears and anxieties. Mark shares his journey from door-to-door sales to a more client-focused approach, leading to increased income and client satisfaction. They also discuss the importance of charging fees for advice and creating a demand for solutions.

Click to watch video version.

In today’s episode we will cover:

• Importance of going beyond sales scripts and focusing on service in financial planning
• Mark Barefield's personal story and motivation for entering the financial industry
• Shift in mindset towards understanding clients' concerns and fears
• Importance of charging fees for advice and providing comprehensive solutions
• Positive response from clients after implementing the Transform program
• Challenges of performance-based measurement and creating a context for decision-making

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

Be like Nike, “Just Do It!” It sounds easy enough, but as we discussed in our last episode we tend struggle during the transition from knowing what we should do to actually doing it. In part 2 on “Why you don’t do it,” hosts Andy, Wes, and Justin engage on how to overcome the things holding us back, and to start implementing the things that will help us move towards our goals. They discuss the importance of ideation, or the process of capturing new ideas and opportunities. They emphasize the need for a system to record and evaluate these ideas, and the importance of discernment in determining which ideas to pursue. They also discuss the importance of being open to new ideas, challenging our comfort zones, and moving beyond just gathering ideas to actually implementing them.

Click here for video version.

In today’s episode we will cover:

• Capturing ideas and opportunities
• Identifying the right ideas or opportunities to pursue
• Building systems into daily flow to support implementation
• Executing the plan and ongoing refinement

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

 In this episode of "From Busy to Rich", hosts Andy, Wes, and Justin, discuss the issue of consuming information without implementing it. They explore the fear of change and failure, and the comfort of familiarity. They discuss the concept of "normalizing the new" and the importance of balancing the consumption of new ideas with their implementation. They encourage listeners to reflect on their own fears and resistance to change.

Click here to watch video version.

In today’s episode we will cover:

• The problem of consuming information without implementing it
• Just another conference or book is probably not the problem
• Acknowledging the underlying issues of why people don’t implement ideas
• Belief in the benefits and positioning resources to take action

 We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.

What is wealth really? Surprise! Wealth is not the same as money. In this podcast episode, Wes, Andy, and Justin discuss the concept of wealth and its distinction from money. They explore the idea that wealth is about having the things we truly want, such as food, clothes, houses, cars, gadgets, and travel. They emphasize that wealth can be achieved without money and discuss the importance of aligning capital, time, relationships, assets, purpose, and money with personal values and goals.

Click to watch video version.

In today’s episode we will cover:

• How do we define wealth
• How does this change or impact the way we approach planning
• Importance of considering nuances and complexities as advisors
• Importance of aligning capital, time, relationships, assets, purpose, and money with personal values
• Money is just a means to wealth

We hope you enjoy this episode, and would love to hear your feedback by leaving a review. Also, for the month of October you can take advantage of our SPECIAL OFFER.  For this month only, you can get 50% OFF of any of our on-demand courses by visiting www.wesyounglive.com and use discount code OCTOBER2023.