Category: Finance

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

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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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

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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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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.

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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

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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.

Resources:

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