From Busy to Rich

Click here to watch the video version. In this   episode   of the "From Busy to Rich" podcast, Andy, Wes, and special guest Dave Podell discuss the importance of growth, specialization, and taking risks in business. Dave shares insights into his company's focus on large deductible tax strategies and the journey of continuous evolution in their field. The trio emphasizes the value of over...

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin   welcome Mark Gilbert, CEO and co-founder of Zocks, an AI startup transforming financial advisory work. Mark shares how Zocks streamlines client data capture, automates notetaking, and simplifies form filling, freeing advisors from administrative tasks. The conversation explores th...

Click here to watch video version. In this episode of "From Busy to Rich," we dove back into the archives where hosts Wes and Justin welcome Dev Warren, an experienced business advisor. The discussion, inspired by Jamie Kern Lima's book "Worthy," focuses on helping financial advisors enhance their profitability and quality of life. Dev shares his career journey, emphasizing the importance of mento...

Click here to watch the video version. In this episode of "From Busy to Rich," we revisit the conversation hosts Wes Young and Justin Lakin had with Garrett Gunderson, a bestselling author, financial expert, and comedian. Garrett shares his journey from running a successful financial firm to blending comedy with financial education. They highlight the importance of living a fulfilling life, holist...

Click here to watch the video version. In this episode of the From Busy to Rich Podcast, hosts Wes Young,   Justin Lakin, and guest Mike Scovel discuss the concept of "beautiful savages"—ambitious, grateful individuals who persistently overcome obstacles. They explore the personal "giants" that hinder growth, such as the need to feel good, look good, or remain undisturbed, especially in the f...

Click here to watch the video version. In this episode of the From Busy to Rich Podcast, host Wes Young takes the stage at a live recorded speaking engagement, focusing on the series "Keep the Change," which explores the role of money in living a fulfilling life. Wes shares personal anecdotes and stories, emphasizing the gap between current circumstances and future aspirations. He discusses ambiti...

Click here to watch the video version. In this episode of "From Busy to Rich," join us as we share a previous highlight where host Wes interviews Gordon Parker, a financial advisor with over 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model an...

Click here to watch the video version. In this episode of "From Busy to Rich," Wes and Justin  explore the concept of being a "beautiful savage," a blend of ambition and gratitude. They discuss how to navigate the gap between current circumstances and future aspirations, emphasizing the importance of maintaining a big vision while appreciating the present. Key themes include the power of choi...

Click here to watch the video version. In this episode of "From Busy to Rich," Wes introduces his Transform Learning Series program created for advisors. 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. He stresses the...

Click here to watch the video version. In this episode of "From Busy to Rich,"   hosts Wes Young and Justin Lakin continue part 2 of the topic of "pressure is a privilege," offering strategies for financial advisors to grow beyond product sales and asset management. They emphasize creating a fulfilling life and understanding happiness, drawing on insights from Arthur Brooks' work. They focus...

Click here to watch the video version. In this episode of "From Busy to Rich,"   hosts Wes Young and Justin Lakin explore the transformative power of mindset for financial advisors. They emphasize shifting from a mindset of obligation—"I have to do this"—to one of opportunity—"I get to do this," enhancing motivation and joy in professional life. Wes shares his routine and the importance of pr...

Click here to watch the video version In this episode of "From Busy to Rich," we revisit the conversation host Andy and Wes had on 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 negativ...

Click here to watch the video version. In this episode of "From Busy to Rich,"  hosts Wes Young and Justin Lakin continue to explore strategies for financial advisors to build a successful and fulfilling practice. They emphasize the importance of effective time management, clear goal-setting, and structured planning to boost productivity and profitability. Key topics include the significance...

Click here to watch the video version In this episode of "From Busy to Rich,"  hosts Wes Young and Justin Lakin discuss the importance of effective time management and creating a balanced vision for life and business. They emphasize the need for a clear three-year vision, which can be reverse-engineered into actionable one-year and 90-day plans. They highlight the significance of a balanced c...

Click here to watch video version In this episode of "From Busy to Rich," we revisit the conversation Wes and Andy had about some common challenges and misconceptions around how to best find new clients and grow your business. The duo acknowledges advisors' skepticism but emphasizes the need for a process that resonates with clients' aspirations, leading to organic referrals and sustainable busine...

Click here to watch the video version In this episode of "From Busy to Rich," Wes and Justin  explore the topic of innovation cycles and its importance within the financial industry. Prompted by a question from Wes's son, they reflect on examples like past communication tools such as Nextel radios and pagers, contrasting them with modern innovations such as AI assistants and video conferencin...

Click here to watch the video version. In this episode of "From Busy to Rich," Wes and Justin discuss  strategies for financial advisors to manage client emotions during market cycles and uncertainty. Justin emphasizes a proactive approach, while Wes young, highlights the importance of understanding clients' unique financial stories and long-term goals. They introduce the concept of a "family...

Click here to watch the video version. In this episode of "From Busy to Rich," Wes and Justin discuss how financial advisors can effectively answer the question "What do you do?" in a way that engages the listener and leads to meaningful conversations. They emphasize the importance of avoiding generic labels and lengthy explanations, and instead, engaging the listener in a dialogue. They provide a...

Click here to watch the video version In this episode of "From Busy to Rich," we introduce a live session with alumni from the Transform Learning Series, focusing on helping financial advisors grow their businesses and reclaim their time. Wes discusses organizational growth cycles, emphasizing the balance between established ("normal") and innovative ("new") practices. He shares personal experienc...

Click here to watch the video version. In this episode of "From Busy to Rich," Justin interviews Wes with questions that have come in from our listeners and Transform Learning Series participants. They discuss transitioning to a fee-based planning model. Wes highlights the mental barriers advisors face when moving away from commission-based structures and emphasizes the value of charging for advic...

Click here to watch the video version. In this episode of "From Busy to Rich," we’re diving back into the discussion where 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 n...

In this episode of "From Busy to Rich," we’re going to revisit a popular discussion we had on the idea of living in two futures, inspired by Seth Godin, and share personal experiences and examples of companies that either embraced or rejected the idea of embracing a different future.    Click here to view video version.    In today’s episode we will cover:   Living in two...

Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin   explore the significance of structured meetings and effective team coordination for financial advisors. Using the analogy of baking a cake, they emphasize the necessity of having the right strategies and practices in place. Drawing insights from Patrick Lencioni's book "Death by Me...

Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin continue the discussion around the metaphor of baking a cake to illustrate building a successful financial advisory practice. They emphasize the importance of creating a peak performance team by filling key roles such as lead advisor and project manager. They highlight the concepts of "bi...

Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes Young and   Justin   Lakin interview Dr. Samantha Herrington, COO of a wealth management practice and founder of Ultimate Impact. They discuss achieving peak performance in financial advisory practices by aligning professional strengths with personal passions. Dr. Herrington emphasizes the importance...