From Busy to Rich

In this episode of the "From Busy to Rich" podcast, Andy Traub, Wes Young and Justin Lakin discuss ways to increase profitability and quality of life for financial advisors. They focus on the quote by Richard Koch about spending time in low-quality ways and emphasize the importance of being intentional about how time is spent. They also discuss the need for financial advisors to be paid for their...

In this season of the "From Busy to Rich" podcast series, hosts Andy and Wes discuss the importance of innovation and transformation in the financial advisory industry leaning on the example of the Blockbuster vs. Netflix story to highlight the consequences of resisting innovation. They stress the need for personal transformation before focusing on business and marketing strategies, emphasizing th...

Have you ever ended up somewhere that wasn’t where or what you intended? In this podcast episode, Wes, Andy, and Justin discuss the importance of direction versus intention. They continue on the use of examples on Blockbuster and Netflix to illustrate the risks of resistance to change. They emphasize the need to assess the risk of not taking action and the challenges faced by large corporations in...

Today we’re kicking off the first in a new series titled Innovate or Stagnate . In this episode of the "From Busy to Rich" podcast, Andy, Wes, and Justin discuss the importance of embracing innovation and staying ahead of market changes. They use the cautionary tale of Blockbuster and Netflix to highlight the rapid pace of innovation and the need to adapt. They emphasize the concept of "normalizin...

In this podcast episode, Wes Young and Justin Lakin discuss finding inspiration to create with their guests, Roman Samuels and Justin Rodriguez. Roman, a musician and financial professional, and Justin , a producer and musician, have known each other for 15 years and have collaborated on music. They emphasize the importance of regular practice and being in the studio consistently, as well as the t...

Ever felt overwhelmed when asked 'What do you do?' As financial advisors, we've come to realize that the answer lies within the problems we solve. In this podcast episode, Wes, Andy, 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 gener...

In this episode, host Andy Traub, Wes Young, and Justin Lakin discuss retirement and how to approach it in a fulfilling and purposeful way. Wes shares a story about the frustration of reaching a destination that doesn't exist, relating it to retirement as a destination. They emphasize the need to retire to something meaningful and to have a purpose in retirement. They discuss the concept of the ga...

Have you ever been interrupted in a positive way? In this episode of the "From Busy to Rich" podcast, the Wes, Andy, and Justin discuss the concept of attractive interruptions and how they can lead to positive outcomes. They share personal stories and examples of how being open to attractive interruptions can improve one's ability to navigate unexpected situations. They also emphasize the importan...

Do you want to build successful and fulfilling relationships in both business and life? Then you need to understand the importance of trust. In the last episode of the "Practically Pretty" series of the From Busy to Rich podcast, the Wes, Andy, and Justin break down the five distinctions that make up trust: understanding, agenda, ability, track record, and personal makeup. They provide unique exam...

In this podcast episode, Wes, Andy, and Justin discuss the importance of maintenance in business. They draw parallels between maintaining physical health and maintaining a business, highlighting the need for regular checkups and bringing in an outside coach to help with maintaining the vision and making necessary changes. They stress the importance of not living life by default but by design to av...

Do you ever wonder why some businesses fail while others flourish? In this episode of the From Busy To Rich podcast, Andy and Wes discuss the importance of economic drivers in a business and how to identify them. They provide examples of economic drivers and emphasize the significance of having defined targets in the mission statement. They also stress the importance of setting specific goals and...

Would you describe your business as a beautiful symphony, or does it feel more like unattractive noise? The "From Busy to Rich" podcast with Wes Young and team, discusses practical aspects of running a successful business in their series "Practically Pretty Ten Truths to Make Your Business Beautiful." They emphasize the importance of providing information that can be applied practically. In this e...

In this episode of the "From Busy to Rich" podcast, 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 strategies. They also discuss the importance of technology in financial planning and the con...

Are you struggling to incorporate new ideas into your business? Do you find yourself resisting change out of fear? In this episode of the "From Busy to Rich" podcast, the Wes and Andy discuss the concept of "normalize the new" and how to make new things a part of your daily routine. They emphasize the importance of applying practical teachings to improve one's life and business. Wes also discusses...

Are you tired of just going through the motions in your business? Do you want to find deeper meaning and fulfillment in your work? In this episode of the "From Busy to Rich" podcast, Wes Young and Andy discuss the importance of operating with passionate purpose and how to find it. They emphasize the need to have a noble purpose that transcends just making money and how having a passionate purpose...

Are you tired of feeling overwhelmed and burnt out? In this episode of the "From Busy to Rich" podcast, Wes, Andy, and Justin discuss how to create a beautiful practice and life by anchoring oneself in gratitude, an exciting vision, and truths that can make life and practice better. They emphasize the importance of emotional fitness, celebrating blessings, and bridging the gap between where one is...

Do you ever feel like your life and practice aren't what you envisioned them to be? Do you find yourself going through the motions without a clear sense of direction? The "Practically Pretty" series on the From Busy to Rich podcast continues with Wes, Andy, and Justin discussing the importance of creating an exciting vision to achieve one's goals. They emphasize the gap between where one is and wh...

How great would it be if just knowing things was enough to make our lives better? Think how different our lives would be (physically, relationally, financially, spiritually and professionally). For the most part our problem is not a lack of information, but a lack of application. We are going to be discussing 10 truths that we have discovered that will help make your business beautiful, as long as...

Every individual has a unique mix of personality, skills, and experiences. With that mix, people develop natural proclivities towards different aspects of the business operations process. Unfortunately, due to a lack of understanding in this area people often find themselves in a role that includes few or even none of the types of activities that they derive energy from doing. In today’s episode W...

To this point in the season, we have hit on the points around the importance of knowing the story you are in, the risk around living out mindless efficiency, and possessing emotional fitness. This week Andy, Wes, and Justin kick off the practical side of the discussion where we will look at how we can change the stories we tell ourselves, and gain better understanding of ourselves and those around...

Growth of any type is challenging and uncomfortable, but is usually necessary and worth it. Like going to the gym for physical exercise to train your body and better your health, it is equally important to exercise your emotional fitness to better your mental health and increase capacity. In this third part of The Stories We Tell Ourselves Andy, Wes, and Justin walk through a powerful component th...

Andy, Wes, and Justin continue this week on this idea around the stories we tell ourselves. This week we will specifically dive into the stories we tell ourselves about money. In today’s episode we will cover: How the story you tell yourself about money is limiting your and your client’s capacity How to develop mindful intentionality You have control over your story Each person’s valuation of mone...

We are all living in a story formulated through a number of external factors that are then processed through internal filters. In this next season Andy Traub, Wes Young, and Justin Lakin will be discussing how the stories we tell ourselves ultimately impact everything we do and how we view the world around us. Join us as we take a look at not only how we are conditioned by the stories we tell ours...

This week we round out our season on building an ideal team by continuing on the topic of core values part 2. Wes Young and Justin Lakin dive deeper into the role that core values play while covering Wes’ third core value for his firm – Honest and Honoring. In today’s episode we will cover: Many companies claim they have core values, but typically what they're referring to are generic beliefs: hav...

At the core of any business or individual is a set of values that governs their decision making and actions. Sometimes these values are well defined with intentionality. All too often these values are a “wish list” at best of how someone or a company would like to operate, and at worst an afterthought in which it is completely subjective and typically left to the emotional state at the time a deci...