From Busy to Rich

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....

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...

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...

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...

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 plann...

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...

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, relati...

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...

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 rathe...

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 (Compet...

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 h...

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...

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 settl...

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...

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 appro...

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 imp...

 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 the...

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 alig...

In this episode of the "From Busy to Rich" podcast, Wes and team welcome back Stephanie to discuss the process of hiring the right people for your team. They share insights on creating job descriptions, filtering applicants, and utilizing assessments to evaluate candidates. They emphasized importance of cultural fit, values alignment, and open communication. They also discuss the significance of r...

You’ve reached the point that’s it’s time to grow your team, now what? That is a question that plagues many advisors as they’re building their practice, especially when looking to take it to the next level. In today’s episode, which is part one of a two-part series, we will begin tackling this challenge as we’re joined by special guest Stephanie McKinney. Stephanie was the first hire Wes made, and...

Do In this episode of the "From Busy to Rich" podcast, Andy and Wes discuss the concept of intentional consumption and its impact on personal and team development. They emphasize the need to be intentional about what we consume and how it can shape our lives. Wes shares examples of how his team dedicates time each week to discuss resources that contribute to their growth, and the value of investin...

Do you feel like you’re constantly putting out fires in your life or business? In this episode of the "From Busy to Rich Podcast," Andy and Wes discuss the concept of being responsible for our own destruction and how our mindset and reactions can contribute to creating unnecessary problems in our lives. They emphasize the importance of recognizing our own behavior and reactions, and encourage list...

In this podcast episode, Andy and Wes discuss the concept 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. They highlight the importance of learning from failures, embracing hope, and having positive expectations for the future. They also discuss the challenges faced...

Have you ever wondered what it takes to become a professional fighter, an elite soldier, or successful business owner? In this podcast episode, hosts Andy Traub, Wes Young, and Justin Lakin introduce their special guest, Tim Kennedy, highlighting his impressive accomplishments as a business owner, former special forces green beret, and UFC fighter. They discuss the concept of "normalize the new" a...

What is “real financial planning?” In this podcast episode, Wes and Justin welcome Carl Richards as a special guest. They discuss the concept of "real financial planning" and aligning one's use of capital with what is important to them. Carl emphasizes the importance of recognizing human tendencies and biases in financial decision-making and encourages a mindset of curiosity and experimentation. T...