From Busy to Rich

In this episode of "From Busy to Rich," hosts Wes Young, Justin Lakin, and frequent guest Michael Scovel dive into the art of effective communication. They discuss the importance of preparation, researching people or companies, and handling unexpected situations with adaptability and gratitude. They also explore how strengths and weaknesses are interconnected, and why authentic confidence—balanced...

What happens after the estate plan is written?  In this episode of From Busy to Rich , host Wes Young and co-host Justin Lakin unpack the essential conversations financial advisors must lead during the Direction Phase, especially those around inheritance, legacy, and the deeper meaning of heritage. Wes shares powerful stories contrasting the Vanderbilt and Rockefeller family legacies, offerin...

In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Steve D’Annunzio, founder of the Soul Purpose Institute. They explore personal development and leadership through the lens of soul archetypes, emphasizing the importance of understanding one’s strengths and weaknesses. Steve outlines five leadership levels, the role of spiritual awareness, and the value of stewardship...

What’s next after a client says “yes” to working with you? In this episode of From Busy to Rich, host Wes Young and co-host  Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload. What to expect:...

In this episode of "From Busy to Rich," host Wes Young interviews Walter Bond, a former NBA player turned Hall of Fame motivational speaker and coach. Walter shares his journey from college basketball struggles to NBA success, emphasizing the importance of cracking the "peak performance code" through mindset, vision, and value creation. He urges financial advisors to shift from transactional work...

What makes a client stay, year after year? In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly defining the planning relationship, setting the rhythm for ongoing engagement, and making the value of your work obvious from day one. From high-impact tax strategies like S-corp ele...

In this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of self-awareness, mentorship, and designing a unique career path. They discuss overcoming resistance, the value of feedback, and building on natural strengths. Wes explains his coaching method...

When you're lost, the first thing you look for is a red dot on a map that says: “You are here.”  In this episode of From Busy to Rich , host Wes Young and co-host Justin Lakin walk financial advisors through the “location phase,” the very first step in their client onboarding process that transforms initial meetings into transformational ones. They break down how to replace clunky fact-findin...

In this episode of "From Busy to Rich," host Wes Young interviews his father, former Operations Director of a major Blockbuster Video franchise. They discuss Blockbuster’s rise and fall, leadership lessons, and adapting to industry changes. The conversation also delves into personal stories of resilience, including his father’s recovery from a life-threatening illness.  In today’s episode we...

Sometimes, the ideas that could revolutionize your business never see the light of day, not because they’re bad, but because they never make it into your rhythm. In this episode, host Wes Young and co-host Justin Lakin break down the second half of their “Balancing Act” series, showing you exactly how to normalize new ideas inside your advisory business. It’s not about abandoning tradition or chas...

In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin interview entrepreneur Bryan Clayton. Bryan shares his journey from starting a lawn mowing business at 14 to building and selling a $10 million company, then founding GreenPal, the "DoorDash for lawn care." The discussion covers the value of domain expertise, learning from customers, continuous improvement, and building stron...

The temptation to cling to what’s worked in the past is strong, especially in a business built on consistency, relationships, and routine. But what if your current “normal” is holding you back from your next level of growth? In this episode of From Busy To Rich , host Wes Young and co-host Justin Lakin unpack the power and danger of habit. Through the lens of a cautionary tale about Blockbuster’s...

In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin   interview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital accounting firm founder and explains how advisors can add value by mastering core tax strategies. He introduces resources like his book, podcast, and Tax...

Most of us live two lives: the one we live, and the one we haven’t yet unlocked. In this thought-provoking episode, host Wes Young and co-host Justin Lakin explore the concept of the "unlived life" within each of us, inspired by Steven Pressfield’s The War of Art .  Through personal stories, like Wes’s journey from a Blockbuster Video employee to a successful business leader, they illustrate...

In this episode of "From Busy to Rich," hosts Wes Young and guest   Dennis Moseley-Williams continue to discuss how financial advisors can shift from transactional to transformational practices by focusing on client experience, deep personalization, and niche marketing. Dennis shares practical strategies for building meaningful relationships, leveraging small gestures, and using technology li...

What does it take to build a life and a practice you don’t want to retire from?  In this episode of the From Busy To Rich podcast, Wes Young and co-host Justin Lakin pull back the curtain on their own journey, sharing the pivotal moments, challenges, and catalysts that shaped their holistic, fee-based financial planning firm. Wes reflects on how he transitioned from a 24-year-old in electrica...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and guest  Dennis Moseley-Williams discuss how financial advisors can shift from transactional to transformational practices by focusing on client experience, deep personalization, and niche marketing. Dennis shares practical strategies for building meaningful relationships, leveraging small gesture...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and   Andy explore the concept of alignment in business, and the four levels of entrepreneurial evolution. They discuss the importance of aligning capital with personal values and the transition from micromanaging to building a strong team. Wes emphasizes the "who not how" mindset, empowering leaders, and...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and   Andy explore the crucial role of mental management in daily life. They discuss the importance of controlling our reactions to prevent external factors, like rudeness or bad news, from disrupting our mental state. They cover strategies for dealing with workplace negativity, advocating for open commun...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin   explore financial health as an ongoing journey, not a fixed destination. They challenge the belief that more money alone brings peace, emphasizing holistic well-being—balancing finances, relationships, health, and personal fulfillment. They offer actionable strategies for building discipline,...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin interview   business strategist Alicia Byers. Alicia shares practical strategies for financial advisors to authentically grow their businesses by enhancing client experiences, leveraging personal strengths, and building supportive teams.  In today’s episode we will cover: Common challenges...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin interview Jerry Morgan, President and CEO of Texas Roadhouse. Jerry shares his 27-year journey from managing partner to CEO, emphasizing the importance of maintaining high standards in service and food quality. He discusses the company's culture, leadership principles, and commitment to community en...

Click here to watch the video version For today’s   episode of "From Busy to Rich," we reached back into the archive to revisit the timely conversation where   host Wes Young   engages with Michael Broderick, a seasoned financial advisor from Boston. Michael shares his nearly 30-year journey in the financial advisory business, emphasizing the importance of holistic planning, lifelon...

Click here to watch the video version. In this episode of the "From Busy to Rich" podcast, hosts Wesley Young and Justin Lakin  explore the crucial difference between inheritance (tangible assets) and heritage (values, wisdom, and traditions) in financial planning. Using examples like the Vanderbilts and Rockefellers, they highlight how intentional heritage planning sustains wealth across gen...

Click here to watch the video version. In this episode of the "From Busy to Rich" podcast, we travel back to a dynamic conversation where hosts Andy and Wes discuss the importance of focusing on the client's story rather than just selling products or strategies in financial advising. They explain that successful advisors engage with clients on a deeper level, beyond just selling products or strate...