Tag: Advisor Coaching

E 189- Value, Leverage, and the Power of One Life with Caleb Guilliams

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with Caleb Guilliams—entrepreneur, founder of Better Wealth, and one of the most forward-thinking voices in the insurance space.

Caleb shares his journey from a small-town upbringing to building a nationwide business—and the mindset shifts that made it possible.

They explore what it means to live intentionally, why most advisors struggle to grow, and how understanding value and leverage can completely change your business.

This conversation goes beyond strategy and into the deeper question:
 Are you building a business… or building a life that actually matters?

Sign up for the Life Insurance Summit Event here:  https://lifeinsurancesummit.com/

Explore Wes’s book: Beautiful Savage

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E 188- Are You Drifting… or Designing Your Life?

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with Braden Draggoo for a powerful conversation on growth, identity, and what it really means to live a meaningful life.

Braden shares his journey from humble beginnings to becoming a high-performing advisor—while staying grounded in something deeper than success: love.

This conversation challenges how you think about success, fulfillment, and the life you’re building.

In This Episode We Cover

  • Why personal growth is the most important investment you can make
  • The hidden danger of drifting through life without intention
  • How scarcity shows up in your decisions and relationships
  • Why letting go often creates more opportunity than holding on

Explore Wes’s book: Beautiful Savage

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E 187- AI Isn’t Replacing Advisors—But Advisors Using It Will

~ FromBusyToRich

In this episode of From Busy to Rich, Justin and Wes tackle one of the biggest shifts happening in the advisory space right now: AI.

Not the hype. Not the fear.
What’s actually happening inside real practices—and what it means for your future.

The reality? Advisors aren’t being replaced by AI…
They’re being replaced by advisors who know how to use it.

Wes shares how their team is actively integrating AI into their workflow—from client summaries to planning efficiency—and how it’s already saving massive amounts of time while improving output quality.

They also break down:

  • How AI is shifting client expectations
  • Why resisting change is more dangerous than getting it wrong
  • The real risk: identity, not technology
  • How to use AI without becoming overly reliant on it
  • A simple way to start using AI this week

If you want to stay relevant—and ahead—this is a conversation you can’t afford to ignore.

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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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