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Showing episodes and shows of
Wes Young
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From Busy to Rich
E137 – Building a Rich Business Life Part 2
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 of intentional meetings, understanding economic drivers, prioritizing quality client interactions, and maintaining a balanced schedule. They also highlight the value of team collaboration, measuring success through lead indicators, and setting boundaries to ensure personal well-being. In tod...
2025-04-30
31 min
From Busy to Rich
E136 – Building a Rich Business Life Part 1
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 calendar that includes both work and personal life elements. Wes introduces the "Peak Performance Path" tool to help outline and achieve these visions. The episode underscores that success is not just about being busy b...
2025-04-23
26 min
From Busy to Rich
E134 – Revolutionary Ideas Often Face Resistance Before Eventually Becoming Accepted Wisdom
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 conferencing. They emphasize the necessity for financial advisors to adapt to new technologies and the need for identifying industry trends to stay competitive. Wes shares insights on using AI to streamline processes and advocates f...
2025-04-09
29 min
From Busy to Rich
E133 – Navigating Client Emotions
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 bank" to balance variable and fixed assets, helping clients stay focused during downturns. They underscore the need for financial advisors to educate and remind clients of their investment philosophies to foster confidence and informed decision-making. In...
2025-04-02
32 min
From Busy to Rich
E131 – Top Strategies for Financial Advisors to Reclaim Time and Drive Business Growth
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 experiences and insights on integrating new skills, hiring the right talent, and leveraging technology for efficiency. Wes highlights the importance of adaptability, continuous learning, and strategic hiring to enhance business operations. In today’s episode we will co...
2025-03-19
41 min
From Busy to Rich
E130 – Wes in the Hot Seat!
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 advice independently of assets managed. He underscores the importance of a structured planning process and the role of tax strategies in financial planning. Wes also shares insights on team dynamics, hiring practices, and the significance of clear...
2025-03-12
42 min
From Busy to Rich
E127 – Baking a cake or building a company, Recipe for success Part 5
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 Meeting," they discuss the importance of cadence and calendar management in fostering peak performance. In today’s episode we will cover: Importance of structured meetings in financial advisory practices Significance of cadence and...
2025-02-19
36 min
From Busy to Rich
E126 – Baking a cake or building a company, Recipe for success Part 4
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 "bicycle growth" (immediate productivity boosts through hires or technology) and "bamboo growth" (sustainable, long-term development). Justin shares insights from his military experience, underscoring the impact of augmenting teams with the right personnel...
2025-02-12
27 min
From Busy to Rich
E125 – Leveraging the Impact Zone with Dr. Samantha Herrington
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 of energy management over time management, the concept of the "Impact Zone," and the significance of generosity and an abundance mindset. They offer practical strategies for financial advisors to enhance their profitability and quality of life by focusing on high-impact ac...
2025-02-05
30 min
From Busy to Rich
E124 – “Killing Sacred Cows 2.0” with bestselling author Garrett Gunderson
Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome 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, holistic financial planning, and the concept of a "family bank" inspired by the Rockefeller method. Garrett emphasizes the value of giving before asking for help, creating rituals and traditions within families, and leveraging whole life insurance for long-term wealth and legacy.
2025-01-29
49 min
From Busy to Rich
E123 – Baking a Cake or Building a Company, Recipe for Success Part 3
Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin discuss strategies for financial advisors to enhance business efficiency and quality of life. They introduce the "Mind Vault Method," a technique for preparing for client meetings by recording insights and agendas in advance. This method aims to save time, ensure consistency, and reduce stress. In today’s episode we will cover: Key ingredients for business success. High-value financial planning processes and overcoming client resistance. Introduction and explanation of the "Mind Vault Method" Benefits of t...
2025-01-22
23 min
From Busy to Rich
E122 – Baking a Cake or Building a Company, Recipe for Success Part 2
Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore key elements for achieving business success in the financial advisory sector. Building on their previous discussion, they emphasize the importance of a high-value financial planning process. Wes introduces the concept of the "unlived life," highlighting the gap between clients' current and desired lives. He outlines a structured onboarding process with phases like Location, Expectation, Direction, and Execution to guide clients effectively. The episode underscores the need for personalized financial planning to help clients overcome resistance, ac...
2025-01-15
36 min
From Busy to Rich
E121 – Baking a Cake or Building a Company, A Recipe for Success
Click here to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the essential ingredients for business success, focusing on vision development and execution. They draw parallels between cooking and business, emphasizing the importance of having the right strategies in place. Wes outlines a structured approach to creating a three-year, one-year, and 90-day vision, stressing the need for clear, actionable goals. In today’s episode we will cover: Importance of mastering key ingredients for business success Vision development as a critical ingredient for success Structured app...
2025-01-08
29 min
From Busy to Rich
E120 – Core Ingredients for Transformation
Click to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the essential processes and methodologies financial advisors need to enhance their practices and client relationships. Like baking a cake,, they emphasize the importance of having the right ingredients in the right proportions. Key topics include engaging clients through compelling conversations, transforming tax discussions, ensuring profitable practice growth, and developing a clear vision. In today’s episode we will cover: Enhancing client engagement and satisfaction through defined processes Designing a high-impact client journey for better clien...
2025-01-01
29 min
From Busy to Rich
E119 – The Psychology of Money, with YNAB founder Jesse Mecham
Click here to watch video version In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome Jesse Mecham, founder of YNAB (You Need A Budget). Jesse shares his journey from aspiring accountant to financial expert and entrepreneur. He emphasizes the importance of viewing money as a tool for achieving personal goals and reducing stress. The discussion covers Jesse’s entrepreneurial experiences, the significance of aligning spending with personal values, and the concept of "giving every dollar a job." Jesse also introduces his upcoming book, which aims to reshape how people think about mon...
2024-12-25
32 min
From Busy to Rich
E118 – Dancing with Risk!
Click here to watch the video In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the theme of risk in both business and personal contexts. They discuss risk management strategies, emphasizing the importance of grounded optimism and preparedness. They highlight tools like assessments to reduce uncertainty in hiring and business growth. Collectively, they advocate for a balanced approach to risk, combining realistic assessments with strategic planning to navigate uncertainties and achieve growth. In today’s episode we will cover: The nature and omnipresence of risk in business and pe...
2024-12-18
30 min
From Busy to Rich
E117– Happy Habits of High-Performance People
Click here to watch the video version In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the "happy habits of high-performance people.". They discuss balancing ambition with gratitude and introduce the "macronutrients of happiness": enjoyment, satisfaction, and meaning. They introduce practical strategies to integrate these elements into daily routines, aiming to transform work from a burden into a fulfilling and joyful experience. In today’s episode we will cover: Happy habits of high-performance individuals Importance of enjoyment and satisfaction in work Balancing ambition with gratitude The macronutrients of ha...
2024-12-11
36 min
From Busy to Rich
E116 – The Greatest Secrets to Successful Leadership and Engagement
Click here to watch the video version In this episode of "From Busy to Rich," host Wes Young welcomes Pastor Rob from Shoreline Church in Austin, Texas. The discussion focuses on leadership, engagement, and building a successful organization. Pastor Rob shares insights on the church's operations, emphasizing the importance of the whole team and the journey of establishing the church from scratch. They key in on the significance of initial hires, transitioning from sole proprietorship to organizational leadership, authenticity in leadership, and empowering team members. The episode offers valuable lessons for financial advisors and leaders on fostering...
2024-12-04
36 min
From Busy to Rich
E115 – How to Add Massive Value to Year-End Planning
Click here to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin focus on year-end planning strategies for financial advisors. They emphasize the importance of adding value to year-end planning by maximizing tax efficiency for clients. They discuss various tax-saving opportunities such as S Corporation elections, the Augusta Rule, cost segregation studies, and more! Wes encourages advisors to proactively engage with clients and their CPAs to uncover potential tax savings, thereby enhancing clients' profitability and quality of life. In today’s episode we will cover: Year-end pla...
2024-11-27
19 min
From Busy to Rich
E114 – Why Crisis Can Be the Perfect Starting Point For Success
Click to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin delve into guest Leslie Danford's inspiring journey of launching her health-focused beverage company, Vitaminis, amidst a number of converging challenges. Leslie, a mother of four, shares her motivations, challenges, and lessons learned in balancing family life with entrepreneurship. The discussion highlights the importance of execution over knowledge, overcoming self-doubt, and engaging with the community. Leslie's story emphasizes perseverance, responsible growth, and the significance of taking actionable steps despite uncertainties, offering valuable insights for aspiring entrepreneurs. In t...
2024-11-20
24 min
From Busy to Rich
E111 – The Dance of Peak Performance Teams Part 2
Click here to watch the video version. In this episode of "From Busy to Rich," join hosts Wes and Justin as they discuss "the dance of peak performance teams." They emphasize the importance of aligning team members to work cohesively. They explore strategies such as defining the organization's goals and purpose, establishing a rhythm for team activities, and using technology to create efficient collaboration. Wes highlights the need for continuous improvement and avoiding burnout through structured rhythms. In today’s episode we will cover: Importance of team alignment for peak performance Defining organizational goals ("wha...
2024-10-30
20 min
From Busy to Rich
E110 – The Dance of Peak Performance Teams
Click to watch the video version In this episode of "From Busy to Rich," join hosts Wes and Justin as they explore the complexities of building and sustaining peak performance teams, with a focus on strategic hiring. They discuss the distinction between employees and team members, advocating for hiring action-oriented "doers" over mere "thinkers." Wes and Justin provide valuable insights and practical strategies for enhancing team dynamics and overall effectiveness. In today’s episode we will cover: Building and sustaining peak performance teams Distinction between employees and team members Assessment of team roles and re...
2024-10-23
27 min
From Busy to Rich
E108 – Successful Change Management
Click here to watch the video version In this episode of "From Busy to Rich," host Wes Young engages with Michael Broderick, a seasoned financial advisor from Boston. Michael shares his nearly 30-year journey in the financial advisory business, emphasizing the importance of holistic planning, lifelong learning, and effective client communication. He discusses the challenges of implementing change within an organization, the significance of having a clear vision, and the iterative process of improvement. Michael also highlights the need for collaboration among advisors and the value of continuous education. His insights provide valuable lessons for both new...
2024-10-09
24 min
From Busy to Rich
E107 – Untapped Opportunity: Tax Dance
Click here to watch the video version This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore untapped opportunities in the financial advisory industry, emphasizing the importance of tax intelligence and collaboration with CPAs. Wes shares a story about two shoe salesmen to illustrate different mindsets towards opportunities. Their discussion highlights how integrating tax planning can enhance financial advisors' practices, improve client relationships, and increase profitability. They also provide resources like the narrative checklist and recommend tools and podcasts to help advisors deepen their tax knowledge and better serve their clients. I...
2024-10-02
23 min
From Busy to Rich
E106 – Developing the Mindset to Never Lose, with Special Guest!
Click here to watch the video version This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome guest Whitney Jurjevich, a former Marine turned successful business owner. Whitney shares his journey, emphasizing the importance of perseverance, learning from both highs and lows, and understanding one's value. He discusses the significance of having a clear vision in business and investing in personal development. The conversation highlights the necessity of continuous learning, mentorship, and taking actionable steps to achieve success. Whitney's story serves as an inspiration for listeners to embrace their own growth journeys.
2024-09-25
35 min
From Busy to Rich
E104 – The Elephant in the Room
Click here to watch the video version This episode of "From Busy to Rich," released on September 11, 2024, marks the 23rd anniversary of the terrorist attacks on 9/11/2001. We take a moment of remembrance for the nearly 3,000 lives lost and the bravery of first responders. The preparation for today’s episode highlighted the challenge of having difficult conversations. Hosts Wes and Justin discuss the importance of addressing "the elephant in the room"—acknowledging and discussing uncomfortable issues to improve profitability and quality of life. Wes shares a personal anecdote about a challenging meeting with a CEO, highlighting how confronting unde...
2024-09-11
16 min
From Busy to Rich
E103 – Let the Games Begin Part 2! Time to Shed Some Weight
Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin continue their discussion on defining the "game" one wants to play in life and business. They stress the importance of consciously choosing priorities and strategies that align with one's values. Wes introduces the use of new tools to streamline processes, saving time and improving the quality of client interactions. They emphasize that these strategies can lead to greater success, fulfillment, and a better quality of life for advisors. In today’s episode we will cover: De...
2024-09-04
19 min
From Busy to Rich
E102 – Let the Games Begin! What Game do You Want to Play?
Click here to watch the video version In this episode of "From Busy to Rich," hosts Wes and Justin explore the concept of defining the "game" professionals want to play in their careers and lives. They emphasize the importance of clarity in setting personal and professional goals and creating a vision that inspires and motivates. Wes discusses the significance of understanding one's priorities and standards of excellence, rather than inheriting them from others. The conversation also highlights the role of gratitude and reflection on past experiences in shaping future aspirations. In today’s episode we wi...
2024-08-28
27 min
From Busy to Rich
E97 – Your next 10x Jump: Bicycles and Bamboo
Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin delve into the concept of achieving a 10x growth jump. They emphasize the importance of rethinking and reshuffling team roles to facilitate significant growth. Using analogies like bicycles and bamboo, they illustrate different growth strategies. Bicycles represent incremental, visible progress, while bamboo symbolizes foundational, unseen development that eventually leads to exponential growth. They discuss delegating tasks, creating ideal calendars, and setting clear success metrics for new hires. The episode underscores the need for strategic planning and intentional actions...
2024-07-24
31 min
From Busy to Rich
E96 – The Power of Alignment!
In this episode of "From Busy to Rich," host Andy and Wes explore the concept of alignment in business, and the four levels of entrepreneurial evolution. They discuss the importance of aligning capital with personal values and the transition from micromanaging to building a strong team. Wes emphasizes the "who not how" mindset, empowering leaders, and creating a self-managed company. They highlight the ultimate goal of a self-multiplying team, leveraging unique abilities for maximum growth. The conversation underscores the need for regular realignment, energy management, and fostering a culture of continuous improvement. Click here to watch the...
2024-07-17
27 min
From Busy to Rich
E92 – Unleashing Business Potential: The Transform University Program
In this episode of "From Busy to Rich," host Andy and Wes introduce the Transform University program, created by Wes Young. 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. Wes stresses the significance of embracing change, using the Blockbuster and Netflix story as an example. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities. The episode provides valuable insights for advisors aiming...
2024-06-19
27 min
From Busy to Rich
S15E3 – Influence: Negotiating the Benefit of the Doubt Part 3
In this episode of "From Busy to Rich," host Andy and Wes wrap the series as they delve into the art of effective meetings for financial advisors. They discuss the critical role of first impressions and the necessity of earning clients' trust early on. Wes shares his strategies for setting up initial meetings that are comfortable, conversational, and client-focused. They underscore the importance of clear and simple communication, aiming to establish trust and demonstrate value. Wes also introduces his upcoming learning series, designed to further develop financial advisors' meeting skills. Click here to watch the video version.
2024-06-12
14 min
From Busy to Rich
S15E2 – Influence: Negotiating the Benefit of the Doubt Part 2
In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for new advisors to effectively set up meetings with potential clients. They emphasize the importance of being genuine, clear, and emotionally intelligent when communicating with clients. Wes shares his early career experience, highlighting the need to build trust and negotiate the benefit of the doubt. He suggests a transparent approach, including the possibility of partnering with experienced advisors to bolster credibility. Andy advocates for setting realistic time expectations for meetings. Click here to watch the video version. In today’s episode we...
2024-06-05
18 min
From Busy to Rich
S15E1 – Influence: Negotiating the Benefit of the Doubt Part 1
In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for financial advisors to earn trust and establish rapport with potential clients. Wes shares his experience with a high-net-worth individual, emphasizing the need to negotiate the benefit of the doubt, build common ground, and focus on the client's needs. They explore the importance of mindset, genuine conversation, and continuous self-improvement. The conversation highlights how advisors can overcome doubts, demonstrate their value, and foster successful client relationships through intentional dialogue and trust-building. Click here to watch the video version. In today’s ep...
2024-05-29
33 min
From Busy to Rich
E86 – The Most Crucial Decision for Financial Advisors
In this episode of "From Busy to Rich," host Andy and guest Wes delve into the crucial decision of when financial advisors should hire their first employee. They discuss the benefits of hiring for profitability and improved quality of life for both advisors and clients. Wes shares his own struggles as a solo practitioner and the importance of recognizing when to delegate tasks. The duo addresses the fears surrounding hiring, advising listeners to view it as an investment rather than a cost. They stress the need for a clear job description, the courage to embrace change, and the importance...
2024-05-08
17 min
From Busy to Rich
E83 – Prospecting Without Prospecting!
In this podcast episode, 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 naturally attracts clients. Wes uses a mission trip story to illustrate the significance of meaningful engagement over superficial metrics. The duo acknowledges advisors' skepticism but emphasizes the need for a process that resonates with clients' aspirations, leading to organic referrals and sustainable business expansion. CLICK HERE TO WATCH THE VIDEO...
2024-04-17
31 min
From Busy to Rich
E81 – Prioritizing Tasks for Maximum Impact and Enjoyment
In this special episode of "From Busy to Rich," Wes joined Sten Morgan on his podcast of “Becoming an Elite Financial Advisor.” They discussed the intricacies of managing a remote team in the financial planning sector. Wes recounts his early start in the industry, the shift from commission-based to fee-based planning, and the importance of growth and team building. He introduces a task ranking system based on impact and enjoyment to optimize team efficiency and personal satisfaction. Wes also underscores the significance of hiring individuals who resonate with the company's vision and values. He shares insights on achieving a bala...
2024-04-03
33 min
From Busy to Rich
E80 – Powerful Communication
In this episode of "From Busy to Rich," host Andy and Wes explore the art of communication, particularly in public speaking. Wes shares his evolution from a reluctant speaker to a confident communicator, emphasizing the importance of starting with 'why,' building tension, and establishing common ground. They discuss a framework for crafting messages that resonate, focusing on one key point for memorability. The power of asking impactful questions and using personal anecdotes to connect with the audience is also highlighted. The episode is a deep dive into strategic communication. CLICK HERE TO WATCH THE VIDEO VERSION
2024-03-27
45 min
From Busy to Rich
S14E4 – 90,000 Hours
In this episode of "From Busy to Rich", Wes Young, a church volunteer, speaks to the congregation about the significance of work and navigating the gap between our current state and our aspirations. He emphasizes that work should be meaningful and contribute to a fulfilling life. Wes discusses the importance of setting both becoming and getting goals, and encourages listeners to dream and plan their future. In today’s episode we will cover: The concept of work and the significant amount of time people spend working in their lives The gap between where people are and wh...
2024-03-20
36 min
From Busy to Rich
S14E3 – 90,000 Hours: Your Story with Matthew Thompson
In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin welcome guest Matt Thompson from Northern Ireland. Matt discusses his expertise in storytelling and its relevance to financial advisors' work. They emphasize the importance of understanding clients' personal stories to provide tailored solutions. The conversation explores the parallels between Matt's storytelling approach and the advisory process, highlighting the value of curiosity and genuine interest in others' experiences. Matt also shares his passion for preserving family legacies through various mediums, underscoring the transformative power of stories. Click here to watch video version.
2024-03-13
1h 00
From Busy to Rich
S14E2 – 90,000 Hours: Direction Determines Destination
In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the importance of setting clear life goals and understanding one's current position, akin to players on a football field. They stress the need for honesty in self-assessment, establishing clear intentions, and creating milestones. The conversation also covers the value of external advice and making choices that steer towards one's life goals, underscoring the significance of intentionality and proactive decision-making in life's journey. Click here to watch video version. In today’s episode we will cover: Importance of ha...
2024-03-06
22 min
From Busy to Rich
S14E1 – 90,000 Hours: Principle of the Path
In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the portion of life spent on average working. A recent study revealed that on average a person will spend 90,000 hours working. They explore the importance of principles in work and life to maximize those hours. They discuss how leveraging principles can lead to success and satisfaction, while ignoring them can have detrimental effects. They stress the need to understand these truths to make the most of the 90,000 work hours in a lifetime. The episode also emphasizes the principle of the path, setting...
2024-02-28
34 min
From Busy to Rich
From Pagers to Planning: Interview with Silas Parker
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. Silas, based in Austin, Texas, runs a primarily remote-based financial planning practice. He discusses his team structure, his approach to client relationships, and his business's growth. They delve into Silas's background, from selling pagers to becoming...
2024-02-14
34 min
From Busy to Rich
By Design versus Default!
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 aligning daily actions with these goals. He advocates for gratitude and intentionality, and shares a reminder of finding peace in adversity. Click here to watch video version. In today’s episode we will co...
2024-02-07
27 min
From Busy to Rich
Transform Learning Series Episode 1 – What is it?
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 progress, including a transformative mindset, organizational structure, team development, and technology utilization. The series, which includes live sessions and in-person workshops, is designed to help advisors execute more effectively in all areas of planning. ...
2024-01-31
28 min
From Busy to Rich
S13E3 - The Productivity Paradox: Closing Time!
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 due to fear of loss and discomfort with the familiar. They emphasize the importance of ending behaviors that no longer serve us and the need to challenge inherited processes and norms. They also explore the significance of not...
2024-01-24
35 min
From Busy to Rich
S13E2 – The Productivity Paradox: Calendarizing!
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 planning and exercise, the benefits of block scheduling for work tasks, and the necessity of budgeting time and energy, especially for client meetings. Andy shares his own strategy for productive work. They emphasize that calendarizing is a key to productivity and...
2024-01-17
22 min
From Busy to Rich
S13E1 – The Productivity Paradox: Budgets!
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 of grounding budgets in historical data. They emphasize budgeting as a strategic practice that can lead to financial clarity and freedom. Click here to watch video version. In today’s episode we will cover: Discussion on th...
2024-01-10
31 min
From Busy to Rich
S12E4 – If I wasn’t doing this, I’d Still Be Doing This – Life Hacks
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, relational, and spiritual aspects. Click here to watch video version. In today’s episode we will cover: Introduction to the “Life Hacks” series Importance of integrity in guiding individuals towards th...
2024-01-03
40 min
From Busy to Rich
S12E2 – If I Wasn’t Doing This, I’d Still Be Doing This – Playing An Infinite Game Part 1
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 rather than winning or losing. They also discuss the significance of having a clear "just cause" and being open to new ideas. Click here to watch video version. In today’s epi...
2023-12-20
33 min
From Busy to Rich
S12E1 – If I Wasn’t Doing This, I’d Still Be Doing This
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 (Competence, Capacity, Contribution, and Promotion), and emphasize the need for organizations to define success for each role. Click to watch video version. In today’s episode we will cover: ...
2023-12-13
34 min
From Busy to Rich
S11E4- The Art of Getting Things Done
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 milestones and the role of mindset in this process. Wes and Brandon close with a discussion on the value of personal growth and the impact one can have on others. Click to watch video version. ...
2023-11-15
47 min
From Busy to Rich
S10E3- We are not Immune to What We Consume
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 investing in team development. Andy adds that small changes in our consumption habits can lead to significant results. Click here for video version. In today’s ep...
2023-09-27
21 min
From Busy to Rich
S9E3- The Journey to Fee Based Advice! “Embracing Failure on the Pathway to Success – A Chat with Tim Kennedy”
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" and how Tim has embraced change and reinvented himself throughout his career. Tim shares his experiences of facing failure and transitioning to new opportunities. The conversation also touches on the importance of having a vision, surrounding oneself with...
2023-09-06
48 min
From Busy to Rich
S9E1- The Journey to Fee Based Advice! “Time is Capital, Spend it Wisely”
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 advice and transition to a fee-based model. They encourage advisors to invest in their own development and design their own approach to better serve clients. They also highlight the importance of...
2023-08-23
30 min
From Busy to Rich
S8E2- Innovate or Stagnate: “Direction, Not Intention, Determines Destination”
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 embracing innovation. Wes and Andy share insights on organizational structures that resist change and lack the right culture. He encourages advisors to have conversations with organizations that have the capacity and de...
2023-08-09
22 min
From Busy to Rich
S7E4- The Ultimate Inspiration is The Deadline
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 transformative power of deadlines and accountability. They share their experiences of how setting deadlines and holding themselves accountable has led to increased creativity and output. They also discuss the importance of trusting their own creative instincts and...
2023-07-26
29 min
From Busy to Rich
S7E4- The Ultimate Inspiration is The Deadline
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 transformative power of deadlines and accountability. They share their experiences of how setting deadlines and holding themselves accountable has led to increased creativity and output. They also discuss the importance of trusting their own creative instincts and...
2023-07-26
29 min
From Busy to Rich
S7E2- Retiring to Something Instead of From It
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 gap, highlighting the importance of balancing motivation and avoiding burnout. They also discuss the role of financial advisors in helping clients design a future aligned with their desires. They stress the importance...
2023-07-12
21 min
From Busy to Rich
S6E7- Practically Pretty Part 7: “Playing Music or Making Noise”
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 episode, they stress being organized and intentional in running a successful business, managing mental energy, having an ideal calendar and set list, and being clear in communication. Overall, they provide practical advice to help listeners increase their...
2023-06-07
26 min
From Busy to Rich
S6E5- Practically Pretty Part 5: “Normalize the New”
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 the challenges of making new things a part of one's routine, as the brain is built to resist the new and stick to habits. They identify fear and fatigue as...
2023-05-24
32 min
From Busy to Rich
S6E4- Practically Pretty Part 4: “Operate with Passionate Purpose”
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 helps fuel excellence and beauty in their work, ultimately leading to a more fulfilling and successful career. Cody and Justin, members of Wes's team, also join the conversation...
2023-05-17
32 min
From Busy to Rich
S6E3- Practically Pretty Part 3: “Sustaining a Grateful Condition”
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 and where they want to be. Wes reminds listeners of the daily exercise introduced in the previous episode and recommends a song that encourages listeners to appreciate the present moment. The episode ends...
2023-05-10
27 min
From Busy to Rich
S6E2- Practically Pretty Part 2: “Fueling Your Goals: The Power of an Exciting Vision”
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 where they want to be, and the importance of having faith and energy to do necessary things today. Wes suggests creating a vision for different areas of life and setting both...
2023-05-03
23 min
From Busy to Rich
S5E4- The Stories We Tell Ourselves: “The Value of Assessments and the cost of not doing them”
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 us. Specifically, we will look at the tools or resources that Wes and his team use, and how each of those can be applied. In today’s epi...
2023-04-12
34 min
From Busy to Rich
S5E2- The Stories We Tell Ourselves: Part 2
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 money is based on the story we tell ourselves about it – Seth Goden Some recommended books: Story Brand by Donald Miller The Stories We Tell Ourselves by Scott Go...
2023-03-29
16 min
From Busy to Rich
S5E1- The Stories We Tell Ourselves: Part 1
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 ourselves, but also how we can help clients navigate their story through the words we use to wrap their stories in language. In today’s...
2023-03-22
25 min
From Busy to Rich
S4E5- Building an Ideal Team: “At the Core Part 2”
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: having integrity, making a profit, responding to customers and so on. These values only have meaning when they're defined in terms of how people behave and are ra...
2023-03-15
18 min
From Busy to Rich
S4E4- Building an Ideal Team: “At the Core”
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 decision is being made. This week Andy Traub, Wes Young, and Justin Lakin continue our conversation on building an ideal team by focusing on the topic of core valu...
2023-03-08
32 min
From Busy to Rich
S4E3- Building an Ideal Team: “Impact of Proximity”
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 does that influence go? If it is true, how can we be more intentional about it? We will explore these concepts and more in this episode. ...
2023-03-01
30 min
From Busy to Rich
S4E2- Building an Ideal Team: “Ideal Calendar”
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 pyramid) How an ideal calendar impacts the capacity and durability of an ideal team Building a calendar that supports the teams ability to prepare for meetings, have the me...
2023-02-22
29 min
From Busy to Rich
S4E1- Building an Ideal Team: “Working Genius”
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 them thrive. In today’s episode we will cover: The Working Genius assessment tool What role it can play in a growing advisory firm or any team...
2023-02-15
31 min
From Busy to Rich
S3E4- Fee-Based Holistic Planning: “What is it? Part 4”
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 season 3 Real financial planning is the constant alignment of the use of capital (time and money) to what you really care about. – Carl Richards That wraps this se...
2023-02-08
32 min
From Busy to Rich
S3E3- Fee-Based Holistic Planning: “What is it? Part 3”
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 (proactive) strategy management: Building accurate and appropriate strategy outlines – summaries; How to move clients along the projects being managed; How to build in systems to ensure that thin...
2023-02-01
23 min
From Busy to Rich
S3E2- Fee-Based Holistic Planning: “What is it? Part 2”
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 (proactive) strategy sessions, Systematic (proactive) strategy management, A powerful network of help Deep dive into Systematic (proactive) strategy sessions Real financial planning is the constant alignment of the use of c...
2023-01-25
27 min
From Busy to Rich
S3E1- Fee-Based Holistic Planning: “What is it? Part 1”
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, Wes Young, and Justin Lakin will take a deeper look at how we define Fee-Based Holistic Planning in this first episode of “What is it?” In today’s episode we will cover: The crit...
2023-01-18
31 min
From Busy to Rich
S2E7- Traveling Light Part 7: “Rest for your soul”
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 anticipation Here is the link to the full video on YouTube That wraps up this series on Traveling Light. Please...
2023-01-11
38 min
From Busy to Rich
S2E6- Traveling Light Part 6: “Growing a business or owning a job”
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. Living through the low points A better way of doing things What business owners are looking for in advisors On next week’s episode where will be closing out the se...
2023-01-04
29 min
From Busy to Rich
S2E5- Traveling Light Part 5: “Building a business or owning a job”
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 value outside yourself versus owning your job Join us in the next episode where will continue the discussion on traveling light, and defining a “Growing a business or owning a job...
2022-12-28
39 min
From Busy to Rich
S2E4- Traveling Light Part 4: “Technology and Tools”
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 travel light Join us in the next episode where will continue the discussion on traveling light, and defining a “Building a business or owning a job.” If you want to dive deeper...
2022-12-21
45 min
From Busy to Rich
S2E3- Traveling Light Part 3: “Level Up”
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 foundation than sand Join us in the next episode where will continue the discussion on traveling light, and defining a “technology and tools.” If you want to dive...
2022-12-14
37 min
From Busy to Rich
S2E2- Traveling Light Part 2: “Grateful Condition”
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 short term milestones as indicators Getting rid of “baggage” that is no longer useful Daily renewal “The reason we trade what we want ultimately for what we can have immediately is...
2022-12-07
29 min
From Busy to Rich
S2E1- Traveling Light Part 1: “An Exciting Vision”
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 the things that are helpful to carry versus harmful to our success? Some practical steps to start shifting mindset “It’s not the load that breaks you d...
2022-11-30
31 min
From Busy to Rich
S1E9- Charging for Your Advice: “You’ve been paid, now what?”
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 advisors in managing clients, and extend the service capability of advisors Year 1 versus ongoing management That wraps up season 1 of From Busy to Rich around “Normalizing the New”. Join us in...
2022-11-23
28 min
From Busy to Rich
S1E8- Charging for Your Advice: Strategy Session 2- “I would like to pay your fee!”
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 planning will be most relevant to walk through. Elite advisors do three things: Prepare for meetings, Have the meeting, Carry out next...
2022-11-16
39 min
From Busy to Rich
S1E7- Charging for Your Advice: Strategy Session 1- “Lean In!” Part 2
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 will be covering the elements of the second strategy session- “I would like to pay your fee.” If you want to dive deeper into these topics y...
2022-11-09
33 min
From Busy to Rich
S1E6- Charging for Your Advice: Strategy Session 1- “Lean In!”
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. Have the meeting before you have the meeting Find common ground, and then create healthy tension Don’t focus on answe...
2022-11-02
39 min
From Busy to Rich
S1E5- Charging for Your Advice: “What Do You Do?” Part 2
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 problem you solve in the form of a question Associate yourself with the solution to the problem simply and then specifically Give them a valua...
2022-10-26
20 min
From Busy to Rich
S1E4- Charging for Your Advice: “What Do You Do?”
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: Fee versus Free “A plan only has value in that it is proof the planning process has taken place. The planning process is all about thinkin...
2022-10-19
21 min
From Busy to Rich
S1E3- Normalize the New Part 3: Challenge your normal with new
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 identifying examples, or models, of how to embrace and develop the new Compound effect and protecting time; you don’t achieve a large or permanent effect on your...
2022-10-12
26 min
From Busy to Rich
S1E2- Normalize the New Part 2: Be great at your normal
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 most out of life, it’s easy to live an unintentional life, and in so doing miss out on the things t...
2022-10-05
32 min
From Busy to Rich
S1E1- Normalize the New Part 1: What is it and why does it matter?
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 of this season you’ll also get a chance to hear from several of Wes’s senior associates, as well as special guests, on a number of topics designed to insp...
2022-10-05
32 min
East and Wes
THROWBACK: S1-E2: Why Stories?
By listener request, I'm reposting this archived episode. It's a fun one to revisit, now that Reaching Sol is in fact on shelves, which at the time of this recording was only a dream. Here goes: Humans tell stories as assuredly as we plant crops and drink water. This episode—a live lecture recorded at Limestone Baptist Church, Cochran, GA—investigates the role of story in the Christian walk and in contemporary culture. Find more about Wes Young’s own stories at wesyoungwriter.com.
2022-04-26
37 min
East and Wes
THROWBACK: Christ and Culture
By listener request, I'm reposting this archived episode. It's a fun one to revisit, now that Reaching Sol is in fact on shelves (see wesyoungwriter.com). Also, the essay that fueled this recorded lecture is currently (April, 2022) under consideration with Mythlore. Anyway, here goes: Who (or what) steers the ship of our culture? And how, exactly? This stand-alone bonus episode of East and Wes includes a recording of my recent lecture at Reinhardt University on allegory, literature, and C. S. Lewis. We need to wake up to the forces making us who we are.
2022-04-26
53 min
East and Wes
BONUS: Three for Free
After submitting some writings to a Christian devotional publication, and being rejected by the same, I've decided to share my three sample devotions here on East and Wes. Hey, it's better than letting them go to waste, and I hope they can be a blessing to someone, somewhere.
2022-02-22
07 min
East and Wes
S4-E1: Season Premiere, Undine
What’s the latest? What’s new? What’s hot off the press? These are, of course, interesting questions when trying to pick a new book to read or movie to watch, but they do imply that anything old is of less value. I disagree. The old stories, though sometimes gone and forgotten, are often the most powerful. In Season 4 of East and Wes, I blow the dust off one of my favorite old texts by reading/performing it, in its entirety, audiobook style. Undine is an 1811 fairy tale by Friedrich de la Motte Fouqué, and is an interesting ancesto...
2021-06-17
06 min
East and Wes
East & Wes Trailer
Listen to this trailer to find out what East & Wes is all about. Subscribe where you like if you like, and thanks for listening! More info at wesyoungwriter.com.
2021-06-03
02 min
East and Wes
BONUS: Guitars and Good Company
In this unique bonus episode, East and Wes takes a nostalgic journey through the days of two bygone cover bands: Supercargo and Dusty Roads. The latter is the inspiration for my current writing project (a memoir entitled ROAD), and in this episode you'll hear a chapter (sneak peak) from that working manuscript. Lots of music here too, so crank up the volume and enjoy! ** Parental Note: Some (just a small bit) of the lyrics are PG. **
2021-05-08
32 min
East and Wes
S3-E4: Just God
“But that’s not fair!” said any given kid on any given playground anywhere in the world. We humans, from a very young age, are well tuned to justice, fairness, equality. Turns out, so is God! (Not surprising, really. We’re made in His image.) This episode of East and Wes gives an in-depth look at justice, American inequalities, universities, race, and…well, just listen for yourself. [*Note: The foster/adoptive link referenced in this episode is http://fostergeorgia.com/become-a-foster-or-adoptive-parent/. My email is wesyoungchristian@gmail.com.]
2021-01-09
40 min
East and Wes
S3-E1: Season Premiere, Isaiah
East and Wes has gone on the road, recording along the supply-preaching trail. All seven episodes in Season 3 are from the book of Isaiah, today's specifically looking at God as our Father. [*Note: Seasons 1 & 2 have been archived. If you are interested in hearing old episodes, simply contact me through my website, wesyoungwriter.com.]
2020-12-19
45 min