From Busy To Rich

In this episode of “From Busy to Rich,” host Wes Young interviews Walter Bond, a former NBA player turned Hall of Fame motivational speaker and coach. Walter shares his journey from college basketball struggles to NBA success, emphasizing the importance of cracking the “peak performance code” through mindset, vision, and value creation. He urges financial advisors to shift from transactional wor...

What makes a client stay, year after year?

In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly defining the planning relationship, setting the rhythm for ongoing engagement, and making the value of your work obvious from day one.

In this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of self-awareness, mentorship, and designing a unique career path. They discuss overcoming resistance, the value of feedback, and building on natural strengths. Wes explains his coaching methods for new ...

When you’re lost, the first thing you look for is a red dot on a map that says: “You are here.” 

In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin walk financial advisors through the “location phase,” the very first step in their client onboarding proc...

In this episode of “From Busy to Rich,” host Wes Young interviews his father, former Operations Director of a major Blockbuster Video franchise. They discuss Blockbuster’s rise and fall, leadership lessons, and adapting to industry changes. The conversation also delves into personal stories of resilience, including his father’s recovery from a life-threatening illness. 

Sometimes, the ideas that could revolutionize your business never see the light of day, not because they’re bad, but because they never make it into your rhythm.

In this episode, host Wes Young and co-host Justin Lakin break down the second half of their “Balancing Act” series, showing you exactly how to normalize new ideas inside your advisory business. It’s no...

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview entrepreneur Bryan Clayton. Bryan shares his journey from starting a lawn mowing business at 14 to building and selling a $10 million company, then founding GreenPal, the “DoorDash for lawn care.” The discussion covers the value of domain expertise, learning from customers, continuous improvement, ...

The temptation to cling to what’s worked in the past is strong, especially in a business built on consistency, relationships, and routine. But what if your current “normal” is holding you back from your next level of growth?

In this episode of From Busy To Rich, host Wes Young and co-h...

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital accounting firm founder and explains how advisors can add value by mastering core tax strategies. He introduces resources like his book, podcast, and Tax ...

Most of us live two lives: the one we live, and the one we haven’t yet unlocked.

In this thought-provoking episode, host Wes Young and co-host Justin Lakin explore the concept of the “unlived life” within each of us, inspired by Steven Pressfield’s The War of Art. 

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In this episode of “From Busy to Rich,” hosts Wes Young and guest Dennis Moseley-Williams continue to discuss how financial advisors can shift from transactional to transformational practices by focusing on client experience, deep personalization, and niche marketing. Dennis shares practical strategies for building meaningful relationships, leveraging small gestures, and using technology lik...

What does it take to build a life and a practice you don’t want to retire from? 

In this episode of the From Busy To Rich podcast, Wes Young and co-host Justin Lakin pull back the curtain on their own journey, sharing the pivotal moments, challenges, and catalysts that shaped their hol...