E171- The New Client Experience: Direction – Increasing Family Bank Velocity

December 23, 2025November 28, 2025 ~ From Busy To Rich

What’s next after a client says “yes” to working with you?

In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload.

What to expect:

How to keep clients focused without overwhelming them
The role of recurring meetings and strategy summaries
Navigating fixed vs. variable assets in volatile markets
Building client confidence through discipline and simplicity

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E165 – The 4-Step Framework to Make Innovation Stick

November 11, 2025October 21, 2025 ~ From Busy To Rich

Sometimes, the ideas that could revolutionize your business never see the light of day, not because they’re bad, but because they never make it into your rhythm.

In this episode, host Wes Young and co-host Justin Lakin break down the second half of their “Balancing Act” series, showing you exactly how to normalize new ideas inside your advisory business. It’s not about abandoning tradition or chasing the next shiny object; it’s about putting structure around innovation so your best ideas actually create results.

By tuning in, you’ll gain insight into:

The 4 distinctions for bringing ideas to life: ideation, resolution, orchestration, and iteration
How to identify the difference between a great idea and a distraction
The simple rhythm Wes uses to ensure new systems actually stick
What happens when you don’t challenge your “normal”
And more!

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E163 – Balancing Act: Being Great At Your Normal

October 28, 2025October 17, 2025 ~ 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!