Category: Business

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”

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Previous Episodes of Interest: 

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

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E172 – The First Steps to Becoming a Better Leader

~ FromBusyToRich

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin welcome Steve D’Annunzio, founder of the Soul Purpose Institute. They explore personal development and leadership through the lens of soul archetypes, emphasizing the importance of understanding one’s strengths and weaknesses. Steve outlines five leadership levels, the role of spiritual awareness, and the value of stewardship. Listeners are also invited to access free resources from Steve’s institute.

In today’s episode we will cover:

  • Understanding unique strengths and weaknesses through archetypes

  • Leadership levels and their significance in personal growth

  • The importance of spiritual awareness and stewardship

  • Strategies for financial advisors and business owners to enhance leadership

  • The impact of diverse strengths within teams on achieving goals

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

~ 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

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

~ 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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E167 – The New Client Experience: Location

~ From Busy To Rich

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 process that transforms initial meetings into transformational ones.

They break down how to replace clunky fact-finding with engaging conversation, using psychology, clear language, and a four-part framework: welcome, common ground, healthy tension, and next steps. Whether you’re brand new to planning or a seasoned advisor, this episode gives you a replicable script and a strategy that builds trust and increases client engagement without feeling like a sales pitch. 

What to expect:

  • How to open meetings with clarity and calm
  • Why “tell me about” is more powerful than interrogation
  • Tools to streamline and digitize the onboarding process
  • The mindset shift that makes people knock on your door

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E166 – The Greatest Lessons in Leadership

~ FromBusyToRich

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. 

In today’s episode we will cover:

  • Leadership and business decisions made during challenging times.
  • Personal growth and resilience in the face of adversity.
  • The importance of investing in oneself and others.
  • Lessons learned from the bankruptcy and closure of Blockbuster stores.
  • Finding fulfillment in work and pursuing passion over monetary gain.

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E165 – The 4-Step Framework to Make Innovation Stick

~ From Busy To Rich

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 not about abandoning tradition or chasing the next shiny object; it’s about putting structure around innovation so your best ideas actually create results.

By tuning in, you’ll gain insight into:

  • The 4 distinctions for bringing ideas to life: ideation, resolution, orchestration, and iteration
  • How to identify the difference between a great idea and a distraction
  • The simple rhythm Wes uses to ensure new systems actually stick
  • What happens when you don’t challenge your “normal”
  • And more!

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E164 – From Side Hustle to Scaled Simplicity: Building Systems that Serve

~ FromBusyToRich

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, and building strong teams and company culture.

We will cover:

  • The necessity of validating assumptions with real users early in the product development process.
  • The balance between working in the business and working on the business for sustainable growth.
  • The importance of building strong company culture and aligning team members with the business mission.
  • Strategies for fostering employee growth and engagement within a company.

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