Tag: client experience

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 190-Are You a Financial Advisor… or a Curator of Life?

~ FromBusyToRich

What if your role as a financial advisor isn’t to help people retire—but to help them build a life they never want to retire from?

In this episode, Wes and Justin unpack The Curator’s Creed, a framework designed to shift advisors from transactional conversations to transformational ones.

They walk through the three-part process—Curate, Illuminate, Ignite—and show how better questions, deeper clarity, and intentional design can change everything about how you serve clients.

If you want to create more meaningful conversations, more energized clients, and a more fulfilling practice… this is where it starts.

In This Episode We Cover

  • Why advisors should think like curators—not product providers
  • The framework: Curate → Illuminate → Ignite
  • How to shift conversations from money to meaning
  • Why clarity creates energy—and drives action
  • The key focus areas: income, business value, capital alignment, and family legacy

Download the Curator’s Creed: https://www.wesyounglive.com/curatorscreed 

Explore Wes’s book: Beautiful Savage

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