Category: Education

E 186- The Biggest Planning Opportunity of the Year

~ FromBusyToRich

Most advisors think about taxes for six weeks a year — and that habit may be costing their clients (and their business) more than anything else.

In this episode of From Busy to Rich, Justin and Wes break down why proactive tax planning is one of the most overlooked — yet most powerful — ways to differentiate your practice, increase client retention, and create meaningful value.

In This Episode, We Cover:

  • Why most CPAs focus on preparation, not planning
  • How proactive tax planning creates massive client loyalty
  • Simple tax strategies advisors can begin using immediately
  • Why fear keeps advisors from stepping into tax conversations
  • The one action you should take this week to get started

If you want to differentiate your firm, deepen client relationships, and help clients keep more of what they earn — this episode is a must-listen.

Explore the book: Beautiful Savage

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E185-A Beautiful Savage: Building a Life You Don’t Want to Retire From

~ FromBusyToRich

In this episode of From Busy to Rich, Justin Lakin sits down with Wes Young to continue the conversation around Beautiful Savage—this time exploring the story behind the framework.

They discuss why the book is structured as both a narrative and a practical guide, how mentors and relationships shaped Wes’s journey, and why curiosity is one of the most important traits for sustained growth.

You’ll also hear how success can quietly create blind spots, and why using 90-day cycles is one of the most effective ways to turn ideas into action.

If you want to keep growing—even when things are already going well—this episode will challenge how you think.

In This Episode, We Cover:

  • Why Beautiful Savage is structured as both a story and a framework
  • The role of mentors, “who not how,” and learning from others
  • The danger of success-induced blindness and how it shows up
  • Why curiosity is a key guardrail against arrogance
  • How to stay a learner—even when you’re already successful
  • Why 90-day cycles are critical for real growth and execution

Explore the book: Beautiful Savage

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E184-The Beautiful Savage: Ambition, Gratitude, and the Resistance Between

~ FromBusyToRich

What if the tension you feel between ambition and contentment isn’t a problem—but a signal you’re built for more?

In this episode of From Busy to Rich, Justin Lakin sits down with Wes Young to unpack the ideas behind his new book, Beautiful Savage.

They explore why high performers often feel the pull toward “what’s next,” how to balance ambition with gratitude, and why the real challenge isn’t learning—it’s applying.

You’ll also hear how fear shows up in the process of growth, why most people avoid making new things normal, and how to push through resistance to create a more meaningful life.

If you’ve ever felt driven but conflicted, this conversation will help you reframe that tension—and use it as fuel.

In This Episode We Cover:

  • The Entrepreneur’s Paradox—and why ambition doesn’t conflict with contentment
  • The concept of a “Beautiful Savage”: ambition, gratitude, and persistence
  • Why most people recognize patterns—but fail to apply them
  • The three forms of resistance that prevent growth (including fear)
  • How to reframe fear as fuel instead of a barrier
  • Why making “new things normal” is the key to transformation 

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E183-The Master Plan Template: How to Stop Forgetting Critical Client Details

~ FromBusyToRich

Have you ever walked out of a client meeting feeling great about the connection, only to realize later that you forgot to discuss a key tax strategy or important planning opportunity?

What if there was a way to capture all your thinking before meetings so your brain could focus on what it does best: connecting with clients and creating value?

In this episode, Justin Lakin and Wes Young continue the tech-powered planning series and introduce the Master Plan Template, a framework designed to help financial advisors externalize their thinking and reduce cognitive load. They discuss the three core pillars of the master plan: optimizing family income, accelerating business value and family bank velocity, and enriching family legacy. 

Wes and Justin explain how this one-page living document captures everything advisors know about their clients’ stories, allowing them to prepare efficiently and show up fully present in meetings without the anxiety of forgetting critical details.

They discuss:

  • The common problem of being a “professional visitor” who has great meetings but struggles to get critical things done
  • How cognitive load from trying to remember everything affects advisor performance and client outcomes
  • The three pillars of the master plan: family income optimization, business value acceleration, and family legacy enrichment
  • Why the master plan is a one-page internal tool, not a client-facing document, designed to capture context and story
  • The Mind Vault Method of recording yourself walking through each master plan to give your future self a gift
  • And more!

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E182 – The Conversation is the Value with Carl Richards

~ FromBusyToRich

In this episode of From Busy to Rich, Wes Young and Justin Lakin welcome back Carl Richards to explore a different approach to financial advice—one centered on understanding a client’s story rather than simply delivering solutions.

Carl shares the idea behind his newest book, which he calls a “conversation grenade.” Instead of offering traditional financial instructions, the book is designed to spark deeper conversations about money, purpose, and the decisions that shape our lives.

They also discuss why the pursuit of the “perfect plan” can sometimes get in the way and how advisors create their greatest impact by asking better questions and helping clients uncover what truly matters.

In this episode, we cover:

  • Why great advisors focus on their client’s story—not just their own solutions
  • The hidden danger of chasing the perfect financial plan
  • How simple visuals and sketches can unlock clarity for clients
  • Why the industry needs more meaningful conversations about money

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E181 – How Advisors Can Break Through Fear, Fatigue, and Ego with Matt Halloran

~ FromBusyToRich

Some advisors seem born with bold voices — but most are still whispering in the corner.

In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of the most uncomfortable (and essential) topics in growth: resistance. They explore why we avoid change, why good marketing often falls flat, and what it really takes to build and scale your influence.

This episode isn’t a pitch; it’s a call to leadership. If you’ve ever felt stuck behind the scenes in your business, this one’s for you.

What to expect:

  • Why most advisors think they’re good at marketing, but aren’t
  • The three mindset barriers keeping you from real progress (fear, fatigue, and arrogance)
  • The five returns on podcasting and why downloads aren’t one of them
  • How to build a brand worth talking about (and coaching tips to get there)
  • And more!

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E180 – Legacy Letters: The Most Valuable Asset You’ll Ever Leave with Blake Brewer

~ FromBusyToRich

In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and client impact: the legacy letter. Blake shares the unforgettable story of losing his father in a tragic accident at 19 years old, and the life-changing letter his father left behind. That letter shaped how Blake grieved, how he grew, and ultimately how he now serves thousands of families.

Together, Wes and Blake unpack:

  • Why your words matter more than your wealth
  • The difference between inheritance and heritage
  • How to remove perfection as a barrier to meaningful impact
  • The six essential sections of a powerful legacy letter
  • Why advisors who facilitate deeper conversations build stronger relationships
  • How writing a letter changes the author as much as the recipient

If you’re a financial advisor who talks about family legacy, estate planning, or holistic wealth… this episode may permanently shift how you define value. Your clients don’t just need a distribution plan. They need clarity, love, and intentionality passed forward.

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E179- Tech-Powered Planning – Mind Vault Method

~ From Busy To Rich

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

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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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E178 – Revolutionizing Your Health Journey with Dr. Lamansky

~ FromBusyToRich

In this episode of “From Busy to Rich,” host Wes Young interviews his personal physician, Dr. John Lamansky, about the intersection of health, entrepreneurship, and financial planning. Dr. Lamansky shares his journey from traditional medicine to a preventive, data-driven approach focused on optimizing health for high performers. 

In today’s episode we will cover:

  • Intersection of health, wellness, and entrepreneurship
  • Transition from traditional medicine to preventive, data-driven health approaches
  • Importance of personalized health strategies over conventional medical practices
  • Time management and its impact on health and productivity
  • Strategies for optimizing health for high-performing individuals
  • Role of light exposure and circadian rhythms in health

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E177 – The New Client Experience: Direction – Tax Intelligence Integration

~ From Busy To Rich

Nobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence.

You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and frameworks you can use to bring immediate value to clients, without crossing compliance lines or becoming a CPA. Wes also shares a powerful mindset shift: when you start seeing the tax code as a playbook instead of a problem, you unlock a new level of client transformation and professional referability.

What to expect from their conversation:

  • Why most advisors avoid tax planning (and how to stand out if you don’t)
  • Tools like Holistiplan, narratives checklists, and Q4 strategy sessions
  • Tips for integrating CPAs and navigating pushback with confidence
  • Practical tax concepts to build referability and efficiency

Resources:

Previous Episodes of Interest:

  • Setting Expectations: How to Define Planning ROI Early
  • Heritage vs. Inheritance: Legacy Conversations That Stick
  • Making a Family Bank Work for Real Life

Other Listening Platforms:

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