Tag: Business Growth

E 205 – Build a Business That Doesn’t Need You

~ FromBusyToRich

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Building a successful advisory practice takes years. But what happens when you’re eventually ready to step away?

In this episode of From Busy to Rich, Wes and Justin sit down with Andrew Mirolli to explore what advisors should be doing today to build a business that can thrive tomorrow.

They discuss why succession planning is about far more than valuation, how culture and relationships influence the right partnership, and why getting systems and processes out of your head can dramatically change the future of your practice.

Andrew also shares what advisors should prioritize at different stages of their careers—from building recurring relationships early on to developing systems, teams, and next-generation connections as the business matures.

But perhaps the most important question isn’t what happens to your business when you leave.

It’s what happens to you.

Because a successful transition requires more than a financial plan for your practice. It requires a plan for the life you want to live next.

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E 200 – The Questions That Change Everything

~ FromBusyToRich

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

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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 197 – Success Isn’t Built Alone with Carl Lenocker

~ FromBusyToRich

Experience a community of Elite Performers striving for the next level – CLICK HERE to join the Transform Learning Community

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

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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 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 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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E163 – Balancing Act: Being Great At Your Normal

~ From Busy To Rich

The temptation to cling to what’s worked in the past is strong, especially in a business built on consistency, relationships, and routine. But what if your current “normal” is holding you back from your next level of growth?

In this episode of From Busy To Rich, host Wes Young and co-host Justin Lakin unpack the power and danger of habit. Through the lens of a cautionary tale about Blockbuster’s downfall and Netflix’s rise, they explore why financial advisors must actively challenge their status quo to stay relevant and fulfilled.

Wes offers a powerful framework for navigating the tension between tradition and innovation, showing that real growth doesn’t come from starting over, but from constant reinvention.

What to expect from this episode:

  • Why defending “the way we’ve always done it” can silently kill momentum
  • How to spot fear and fatigue as enemies of growth
  • A simple 4-part framework to define your current operating model
  • Why periodic reinvention is the key to sustained profitability and human potential
  • And more!

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