Month: January 2026

E176 — “Know Yourself”: Interview with Michael Scovel Part 2

~ FromBusyToRich

In this episode of “From Busy to Rich,” hosts Wes Young, Justin Lakin and guest Michael Scovel continue their discussion on the importance of self-awareness and understanding personal strengths in financial services careers. They explore the “working genius” framework, leadership styles, and the balance between energizing (“get to”) and necessary (“have to”) tasks. 

In today’s episode we will cover:

  • Self-awareness in professional roles.
  • The concept of “working genius” and its impact.
  • Differentiating between energizing tasks (“get to” tasks) and obligatory tasks (“have to” tasks).
  • Leadership styles in financial services: developers, recruiters, and pioneers.
  • The significance of open communication between leaders and team members.
  • Techniques for engaging clients and understanding their needs through research and insightful questioning.

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E175 – The New Client Experience: Unlocking Generational Potential

~ From Busy To Rich

What happens when business partners don’t plan for the unexpected?

In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin tackle a complex but critical aspect of estate planning: what happens to a business when one partner passes away, and how to avoid the unintended consequences that can follow.

Wes shares real-life stories of business owners who lacked buy-sell agreements, revealing how the absence of clear planning can lead to friction, stalled growth, and strained family dynamics. The conversation expands beyond logistics to explore how business owners can intentionally pass down values, expectations, and vision, creating not just an inheritance but a living heritage.

What to expect from their conversation:

  • How to structure a business-focused estate planning conversation
  • Common planning gaps that lead to family conflict or business strain
  • Buy-sell agreements, key person insurance, and optional property agreements
  • How to turn business planning into a tool for heritage and leadership

Resources:

Previous Episodes of Interest: 

  • The New Client Experience: Location 
  • The New Client Experience: Expectation 
  • The New Client Experience: Direction – Increasing Family Bank Velocity
  • The New Client Experience: Direction – Unleashing Human Potential

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E174 — Standing Out in the Crowd, With Michael Scovel Part 1

~ FromBusyToRich

In this episode of “From Busy to Rich,” hosts Wes Young, Justin Lakin and frequent guest Michael Scovel dive into the art of effective communication. They discuss the importance of preparation, researching people or companies, and handling unexpected situations with adaptability and gratitude. They also explore how strengths and weaknesses are interconnected, and why authentic confidence—balanced with humility—is crucial.

In today’s episode we will cover:

  • Strategies for preparing for meetings, including research.

  • Handling unexpected situations during client interactions.

  • Parallels between job interviews and client interviews in business.

  • Importance of being concise and reading social cues.

  • The impact of feedback and coachability.

  • The importance of authenticity and honesty in responses.

Resource:

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E173 – The New Client Experience: Direction – Unleashing Human Potential

~ From Busy To Rich

What happens after the estate plan is written? 

In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the essential conversations financial advisors must lead during the Direction Phase, especially those around inheritance, legacy, and the deeper meaning of heritage.

Wes shares powerful stories contrasting the Vanderbilt and Rockefeller family legacies, offering real-world examples of how planning, or lack thereof, can shape generational outcomes. Together, Justin and Wes break down their team’s meeting structure, tools like Planning Shepherd, and how they help clients visualize the impact of estate decisions on income and legacy.

What to expect from their conversation:

  • The difference between inheritance (assets) and heritage (values and vision)
  • How to present estate flow and income replacement scenarios
  • A repeatable meeting format for guiding estate and heritage discussions
  • Creative ways to help clients build a living “Family Constitution”

Resources:

Previous Episodes of Interest: 

  • The New Client Experience: Location 
  • The New Client Experience: Expectation 
  • The New Client Experience: Direction – Increasing Family Bank Velocity

Other Listening Platforms:

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More