From Busy to Rich

Experience a community of Elite Performers striving for the next level -  CLICK HERE to join the Transform Learning Community Every family leaves a legacy. The question isn't if you'll leave one—it's what you'll leave behind. In this episode of From Busy to Rich , Wes sits down with Blake Brewer, founder of Legacy Letter, to discuss how one unexpected tragedy transformed Blake's life and insp...

Experience a community of Elite Performers striving for the next level -  CLICK HERE to join the Transform Learning Community Communication isn't just about what you say—it's about how you say it. In this episode of From Busy to Rich, Wes and Justin explore why great ideas often fail to create action and how effective communication can change the trajectory of your business, leadership, and r...

Experience a community of Elite Performers striving for the next level - CLICK HERE to join the Transform Learning Community In this episode of From Busy to Rich, Wes sits down with bestselling author and enterprise software executive Carl Lenocker for a conversation about relationships, resilience, curiosity, and building a meaningful life. Carl shares lessons from his journey from humble beginni...

Experience a community of Elite Performers striving for the next level -  CLICK HERE to join the Transform Learning Community In this episode of From Busy to Rich , Wes continues his conversation with business partner and co-host Justin Lakin, diving into the lessons learned from nearly five years of working together. Justin shares his transition back into financial services, the mindset shif...

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 o...

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 unp...

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 lo...

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 pr...

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 a...

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...

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. B...

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 th...

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 integra...

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...

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...

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 l...

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 th...

In this episode of From Busy to Rich, Wes Young and Justin Lakin welcome back Carl Richards to explore a different approach to financial advice—one centered on understanding a client’s story rather than simply delivering solutions. Carl shares the idea behind his newest book, which he calls a “conversation grenade.” Instead of offering traditional financial instructions, the book is designed to sp...

Some advisors seem born with bold voices — but most are still whispering in the corner. In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co- founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of the most uncomfortable (and essential) topics in growth: resistance. They explore why we avoid change, why good marketing often falls flat, and what it re...

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....

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 f...

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, welln...

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...

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 wil...

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...