Description

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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 preparation, while Justin reflects on viewing client meetings as valuable opportunities. They discuss managing unexpected tasks, structuring work seasons, and the impact of positive narratives, ultimately encouraging advisors to find fulfillment and success in their careers.

In today’s episode we will cover:

• Importance of mindset and narrative in the daily lives of financial advisors
• Impact of morning routines on daily productivity and mindset
• Role of preparation in reducing stress and enhancing fulfillment
• Influence of personal narratives on task perception and motivation
• Strategies for managing busy schedules and client meetings
• Concept of "one-off" tasks and their effect on workflow
• Importance of emotional awareness and self-assessment in task management
• Benefits of having a structured work year with defined seasons for tasks

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We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.