Tag: client experience

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

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

CLICK HERE to join the Transform Learning Community

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.

Previous conversations with this week’s guests:

 

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E 199 – The Legacy That Lasts Longer Than Money with Blake Brewer

~ FromBusyToRich

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

CLICK HERE to join the Transform Learning Community

What will your family remember most about you?

In this episode of From Busy to Rich, Wes Young welcomes Blake Brewer, founder of Legacy Letter, for a conversation about the power of intentional legacy. After losing his father in a tragic accident, Blake received a letter that would shape the rest of his life and ultimately inspire a mission to help families preserve what matters most.

Together, we explore the difference between leaving wealth and leaving wisdom, why your words often become your greatest gift, and how legacy planning creates deeper relationships for both families and financial advisors.

Whether you’re a parent, grandparent, business owner, or advisor, this episode will challenge you to think beyond what you’ll leave behind—and focus on what you’ll leave within the people you love.

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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 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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