From Busy to Rich

This week we are privileged to have a special guest, Sten Morgan, join the group with Andy Traub, Wes Young, and Justin Lakin as we continue our conversation on building an ideal team. The specific topic we will be covering is the impact of proximity. Many people have heard that the individuals we surround ourselves with influence how we think and ultimately act, but how true is this or how deep d...

Join us for episode 2 of this series with Andy Traub, Wes Young, and Justin Lakin as we discuss some approaches on how to build an effective team as an advisor. We will be continuing the discussion around the topic by exploring the importance of an ideal calendar. In today’s episode we will cover: What does it mean to spend your time well Surviving, Stabilizing, Thriving (financial condition pyram...

Building a team is one of those critical tasks in any business, sport, or endeavor that tends to make or break the long-term growth and performance. In this series Andy Traub, Wes Young, and Justin Lakin discuss some approaches on how to build an effective team as an advisor. We will be starting the discussion around a tool to help you understand your teams’ natural gifts and proclivities to help...

In the final episode on Fee-Based Holistic Planning “What is it?”, Andy, Wes, and Justin close out the discussion on the fourth critical area of focus– a powerful network of help.  In today’s episode we will cover: Deep dive into a powerful network of help Internal Team: who is on it and why is it important? External Team: CPA’s, Attorneys, and other subject matter experts Summary recap of se...

To this point in the season Andy, Wes, and Justin have walked through the aspects of Fee Based Holistic Planning regarding the initial approach and how to navigate specific strategy sessions. In this episode the group takes a broader approach on how to manage the advising process over a quarter, a year, and the life of the relationship. In today’s episode we will cover: Deep dive into Systematic (...

Join Andy Traub, Wes Young, and Justin Lakin as they take a deeper look at how we define Fee-Based Holistic Planning in the second part of “What is it?” In today’s episode we will cover: Continuing the discussion around the critical areas of focus that optimize a person's ability to increase their profitability and quality of life: Clarity regarding the story they’re in about money, Systematic (pr...

Language, as defined by the Meriam-Webster dictionary, describes how a given community structures, combines, pronounces, and uses words to be understood or communicate an idea. Given the immense number of possible variations it’s easy to see how things can get lost in translation, or how what someone meant by what they said can often be interpreted entirely differently. In this series Andy Traub,...

In this last episode on Traveling Light, you’ll get to hear from Wes Young on how money can provide rest instead of stress. In today’s episode we will cover: Navigating “gaps” in your life and practice or business Don’t let your memories exceed your dreams Have a purpose bigger than your current today It’s not the load that breaks you down, it’s the way you carry it -Lou Holtz Traveling with eager...

This episode features hosts Wes Young, Justin Lakin, and special guest Dr. John Branch. Join us as we interview Dr. Branch, a very successful business owner who has grown multiple different business ventures, around the topic of growing a business versus owning a job. In today’s episode we will cover: Introducing special guest, serial entrepreneur Dr. John Branch It’s not all cupcakes and rainbows...

For today’s episode we are joined by special guest Barry Cox as we continue on with our season of traveling light. Andy, Wes, and Justin will be discussing and asking questions around the idea of building a business or owning a job. In today’s episode we will cover: Introducing special guest, serial entrepreneur Barry Cox Avoiding traps and pitfalls Creating healthy work-life balance Creating valu...

On today’s show we’ll be continuing to discuss how an advisor can “travel light” with Andy Traub, Wes Young and Justin Lakin. Specifically, we will be discussing important technology and tools to help manage different aspects of business and life. In today’s episode we will cover: Automating systems and processes How to better the client experience Other specific tools and technology to help trave...

Welcome to From Busy to Rich with Wes Young. In today’s episode we’ll be sharing a video from a recent speaking engagement that Wes Young delivered that is timely for the series that we are in on “Traveling Light.” In the video Wes discusses thoughts on how we can “Level Up.”  In today’s episode we will cover: Leveling up Putting to action good ideas Avoidable Regrets Rocks make better founda...

Welcome to From Busy to Rich with Wes Young. In today’s episode we continue season 2 as Andy Traub interviews Wes Young and associate Justin Lakin on the topic of “Traveling Light,” as we explore what it means to have a grateful condition. In today’s episode we will cover: The difference between happiness and fulfillment The importance of building a vision Getting versus becoming goals Defining sh...

Welcome to From Busy to Rich with Wes Young. In today’s episode we kick off season 2 as Andy Traub interviews Wes Young and associate Justin Lakin to introduce this season’s topic of “Traveling Light.” Click to watch video version. In today’s episode we will cover: Introduction to season 2, Traveling Light What it means to be “built for beautiful” The things we “carry” and why How do we identify t...

In today’s episode Andy, Wesley Young, Justin Lakin, and special guest Cody Moore close out the topic Charging for Your Advice with a discussion on delivering services to clients as “You’ve been paid, so now what?” Today’s main points are: They said, “Yes”, so now what The importance of Organization and Structure Building and using a Narrative Checklist Different tools and apps that can help advis...

In today’s episode Andy, Wesley Young, and Cody Moore continuing the topic Charging for Your Advice with a discussion on the second strategy session getting clients to see the value you can offer and say, “I would like to pay your fee!” Click here to watch video version. Today’s main points are: Furthering the topic of Fee versus Free In light of the story they are in about money, what areas of pl...

In today’s episode Andy Traub continues interviewing Wesley Young, and Cody Moore on the topic Charging for Your Advice with a focus this week on creating healthy tension. Click to view the video version. Today’s main points are: How to create healthy tension The power of “Tell me about…” Rich life questions Defining next steps Setting expectations and next meeting Join us in the next episode Wes...

In today’s episode Andy Traub continues interviewing Wesley Young, and guest Cody Moore on the topic Charging for Your Advice with a look at with the first strategy session where they and the clients begin to “lean in.” Click to view video version. Today’s main points are: What’s the goal You can’t get where you want to go until you first understand where you are relative to where you want to go....

In today’s episode we’ll finish up the approach on how to answer “What do you do” in a way that causes people to lean in. This episode is hosted by Andy Traub as he interviews Wes Young, Justin Lakin, and guest Cody Moore. Watch the video version here. Today’s main points are: Understanding your atmosphere of influence Answering the question- Pick something that’s memorable and portable State the...

In today’s episode Wes kicks off the topic of Charging for Your Advice with a discussion on how to answer the age-old question, “What do you do?” As usual Andy Traub will be hosting this topic with Wes Young and Justin Lakin, but will also be joined this week by guest Cody Moore- another associate from Wes Young & Associates.   Watch the video version here. Today’s main points are: F...

Today is the final part of Normalize the New: “Challenge your normal with new” , where Andy Traub will be rounding out this topic with Wes Young and Justin Lakin as we discuss how to practically and purposefully challenge our normal with new to create a more intentional life. Watch video version here. Today’s main points are: Big picture mindset that is critical for growth The importance of identi...

On part 2 of Normalize the New: Be great at your normal , Andy Traub, Wes Young, and Justin Lakin will continue digging into this idea that Wes posed in episode 1 of how to change our mindset by embracing new. Watch the video version here. Today we discuss: How to put in “guardrails” What it means to be great at your normal Understanding the importance of why The idea that in our effort to get the...

Welcome to From Busy to Rich with Wes Young. In today’s inaugural episode AndTraub interviews Wes Young and associate Justin Lakin to introduce Season 1 of From Busy to Rich, and discuss the importance of mindset.   Watch the video version here. Wes is a public speaker, author, and founder of Wes Young and Associates with over 20 years of experience in the financial industry. Over the course...