Tag: advisor growth

E 204 – The Gap Never Goes Away

~ FromBusyToRich

The gap between where you are and where you want to be never goes away. It just moves.

And that’s not a bad thing.

In this episode of From Busy to Rich, Wes explores how to pursue a bigger future while still being grateful for the life you have today. He shares why ambition and contentment aren’t opposites, how resistance can produce some of life’s greatest satisfaction, and why the decisions that seem to move you backward may sometimes be the ones that move you forward.

Through the story of Peter and some of his own “because you say so” moments, Wes challenges us to consider what could happen when faith becomes bigger than our need to understand exactly how everything will work out.

Because sometimes the life waiting for us is bigger than the one we would have planned for ourselves.

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E 200 – The Questions That Change Everything

~ FromBusyToRich

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Success isn’t about having all the answers. It’s about asking better questions.

In this special 200th episode of From Busy to Rich, four returning guests—Rich Campe, Walter Bond, Sten Morgan, and Mike Scovel—share lessons on leadership, coaching, curiosity, and personal growth.

From asking better questions to embracing coaching and staying committed to lifelong learning, this conversation is packed with practical wisdom for anyone who wants to continue growing personally and professionally. If you’re ready to challenge your thinking and unlock your next level of growth, this is an episode you won’t want to miss.

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E 198 – The Art of Communication: Why Great Ideas Often Fall Flat

~ FromBusyToRich

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Communication isn’t just about what you say—it’s about how you say it.

In this episode of From Busy to Rich, Wes Young and Justin Lakin explore why great ideas often fail to create lasting change and how better communication can inspire action. Drawing from a recent leadership conference, Wes shares a simple framework for helping people understand why something matters before telling them what to do.

The conversation explores the power of storytelling, creating common ground, and protecting time to apply what you’ve learned. Wes also shares a memorable personal story that reinforces one of the episode’s biggest takeaways: there are truths in the world that, when discovered and applied, make your life better and make you better at life.

If you want your conversations to create greater influence, deeper connection, and lasting impact, this episode is for you.

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E 197 – Success Isn’t Built Alone with Carl Lenocker

~ FromBusyToRich

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In this episode of From Busy to Rich, Wes sits down with bestselling author, keynote speaker, and enterprise software executive Carl Lenocker to discuss success, relationships, personal growth, and building a life by design.

From humble beginnings outside Austin, Texas, Carl shares the lessons that helped him become a multimillionaire in the tech industry, why relationships have been the foundation of every opportunity he’s ever received, and how curiosity, adaptability, and service continue to create success decades into his career.

Together, Wes and Carl explore leadership, AI, mentorship, resilience, and what it means to build a legacy that extends far beyond money.

This episode is a powerful reminder that success isn’t something we build alone—it is built one relationship at a time.

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E 196 – The Fastest Way to Grow | Justin Lakin’s Story (Part 2)

~ FromBusyToRich

Experience a community of Elite Performers striving for the next level – 

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In Part 2 of Wes’s conversation with business partner and co-host Justin Lakin, the focus shifts from military experiences to professional growth, coachability, leadership, and what it takes to continually improve.

Justin shares his journey transitioning into holistic financial planning, learning to charge for advice, developing confidence as an advisor, and why feedback has been one of the greatest accelerators in his career.

Together, Wes and Justin discuss coaching, mentorship, uncomfortable growth, leadership, and the importance of surrounding yourself with people who challenge you to become better.

This episode is a powerful reminder that success isn’t about knowing everything—it’s about being willing to learn, adapt, and keep growing.

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E 193 – From Burned Out to Built Different with Gordon Parker

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with business partner Gordon Parker to discuss what happens when external success no longer creates internal fulfillment.

After 35 years in the financial industry, Gordon realized he didn’t want to stop working — he wanted to stop working the way he always had. Together, Wes and Gordon share the story behind restructuring Gordon’s practice, building a team-driven model, embracing financial planning fees, and learning how to let go of control in order to create a better life and business.

This conversation is about more than business strategy. It’s about identity, ego, trust, growth, and giving yourself permission to evolve before burnout forces the decision for you.

If you’ve ever felt stuck between where you are and what’s possible, this episode will challenge the way you think about success, freedom, and the future you’re building.

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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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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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