Nobody talks about the 15 prep meetings they did before a client call, but they do remember the one where everything just clicked.
In this episode, host Wes Young and co-host Justin Lakin unpack the Mind Vault Method: a repeatable, tech-enabled strategy that transforms advisor meeting prep from exhausting and chaotic to focused, creative, and scalable.
You’ll hear how this method was born from burnout, why Loom videos beat Monday marathons, and how paraplanners can level up into strategic thinkers using real-time feedback loops. They also share a four-question framework to ensure every client meeting delivers clarity, direction, and energy for both the client and the advisor.
What to expect from their conversation:
- How to reduce prep fatigue and scale team-wide clarity
- Why is creative energy > administrative energy in client work
- The Mind Vault method step-by-step (tools, templates, timing)
- Advisor development strategies that deepen firm-wide bench strength
Resources:
Previous Episodes of Interest:
- Setting Expectations: How to Define Planning ROI Early
- Innovation That Sticks: Our 4-Step Framework for Change
- Heritage vs. Inheritance: Legacy Conversations That Stick
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