E171- The New Client Experience: Direction – Increasing Family Bank Velocity

December 23, 2025November 28, 2025 ~ From Busy To Rich

What’s next after a client says “yes” to working with you?

In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload.

What to expect:

How to keep clients focused without overwhelming them
The role of recurring meetings and strategy summaries
Navigating fixed vs. variable assets in volatile markets
Building client confidence through discipline and simplicity

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E170 — From NBA to Motivational Speaker Hall of Fame, with Walter Bond

December 16, 2025December 16, 2025 ~ FromBusyToRich

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 work to building authentic relationships and becoming authorities in their field. Walter also highlights the power of networking, continuous learning, and breaking limiting mental loops to achieve breakthrough success in business and life.

In today’s episode we will cover:

Walter Bond’s journey from college basketball struggles to NBA success.
The concept of cracking the “peak performance code” for achieving elite levels in any field.
The importance of mindset and vision in reaching personal and professional goals.
The shift from a victim mentality to a value-creation mindset.
Advice for financial advisors on becoming authorities in their field and solving problems for clients.
The role of clarity in vision and the necessity of having a clear destination for success.
The impact of mentorship and coaching in personal and professional development.

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E169 – The New Client Experience: Expectation

December 9, 2025November 24, 2025 ~ From Busy To Rich

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.

From high-impact tax strategies like S-corp elections and the Augusta Rule to powerful mindset reframes around balance sheets and family legacies, Justin and Wes walk through how to deliver a transformational planning experience before the ink is dry.

What to expect in this episode:

How to define expectations and build long-term engagement
The difference between planning versus a plan, and why it matters
Ways to immediately demonstrate ROI through tax ideas
Tools like Planning Shepherd and strategy summaries to elevate the client experience

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E168 – From Average to Exceptional: Redefining Your Path in Financial Advisory

December 2, 2025December 2, 2025 ~ FromBusyToRich

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 advisors, including self-review and recorded practice.

In today’s episode we will cover:

Sten’s journey into the financial advisory business and his initial challenges.
The importance of self-awareness in personal and professional growth.
Strategies for navigating the financial advisory industry to achieve success more quickly.
The role of mentorship and the concept of a “Sherpa” in guiding new advisors.
Understanding and leveraging one’s natural talents and tendencies.

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