Tag: Financial Planning

E167 – The New Client Experience: Location

~ From Busy To Rich

When you’re lost, the first thing you look for is a red dot on a map that says: “You are here.” 

In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin walk financial advisors through the “location phase,” the very first step in their client onboarding process that transforms initial meetings into transformational ones.

They break down how to replace clunky fact-finding with engaging conversation, using psychology, clear language, and a four-part framework: welcome, common ground, healthy tension, and next steps. Whether you’re brand new to planning or a seasoned advisor, this episode gives you a replicable script and a strategy that builds trust and increases client engagement without feeling like a sales pitch. 

What to expect:

  • How to open meetings with clarity and calm
  • Why “tell me about” is more powerful than interrogation
  • Tools to streamline and digitize the onboarding process
  • The mindset shift that makes people knock on your door

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E165 – The 4-Step Framework to Make Innovation Stick

~ 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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E164 – From Side Hustle to Scaled Simplicity: Building Systems that Serve

~ FromBusyToRich

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview entrepreneur Bryan Clayton. Bryan shares his journey from starting a lawn mowing business at 14 to building and selling a $10 million company, then founding GreenPal, the “DoorDash for lawn care.” The discussion covers the value of domain expertise, learning from customers, continuous improvement, and building strong teams and company culture.

We will cover:

  • The necessity of validating assumptions with real users early in the product development process.
  • The balance between working in the business and working on the business for sustainable growth.
  • The importance of building strong company culture and aligning team members with the business mission.
  • Strategies for fostering employee growth and engagement within a company.

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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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E162 – Untapped Opportunities with Business Owner, Author, CPA Mike Jesowshek

~ FromBusyToRich

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital accounting firm founder and explains how advisors can add value by mastering core tax strategies. He introduces resources like his book, podcast, and Tax Home software, emphasizing the importance of trusted, actionable guidance. They highlight how proactive tax planning can boost client profitability and advisor differentiation.

In today’s episode we will cover:

  • The importance of tax intelligence in financial planning.
  • The gap between tax preparation and proactive tax planning.
  • The role of financial advisors in enhancing client profitability through tax strategies.
  • The distinction between core and advanced tax strategies.
  • Strategies for maximizing deductions and reducing taxable income.
  • Resources available for financial advisors to improve their tax knowledge.

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E161 – Unlocking The Unlived Life Within You

~ From Busy To Rich

Most of us live two lives: the one we live, and the one we haven’t yet unlocked.

In this thought-provoking episode, host Wes Young and co-host Justin Lakin explore the concept of the “unlived life” within each of us, inspired by Steven Pressfield’s The War of Art. 

Through personal stories, like Wes’s journey from a Blockbuster Video employee to a successful business leader, they illustrate how embracing the gap between where we are and where we want to be can fuel growth, happiness, and impact.

Listeners will learn how to:

  • Define a “rich life” that you don’t want to retire from
  • Use gratitude and ambition as dual fuel for purpose-driven progress
  • Create a 90-day action plan that aligns with your long-term goals
  • Guide clients in meaningful conversations about their life’s vision
  • And more!

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E160 – Interview with Dennis Moseley-Williams Part 2

~ FromBusyToRich

In this episode of “From Busy to Rich,” hosts Wes Young and guest Dennis Moseley-Williams continue to discuss how financial advisors can shift from transactional to transformational practices by focusing on client experience, deep personalization, and niche marketing. Dennis shares practical strategies for building meaningful relationships, leveraging small gestures, and using technology like AI to enhance client engagement. He offers tailored advice for advisors at different career stages, emphasizing the importance of focusing on impactful activities, delegating effectively, and aligning business actions with personal and professional goals for lasting success.

In today’s episode we will cover:

  • Leveraging technology, such as AI, to enhance client engagement and generate creative ideas.
  • Tailored advice for financial advisors at different stages of their careers.
  • Focusing on high-value clients and activities that align with the advisor’s mission.
  • The necessity of honesty and clarity in defining the purpose of an advisory practice.
  • Strategies for streamlining work and prioritizing impactful activities in financial advisory.

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E159 – From Electrician to Elite Advisory Practice

~ From Busy To Rich

What does it take to build a life and a practice you don’t want to retire from? 

In this episode of the From Busy To Rich podcast, Wes Young and co-host Justin Lakin pull back the curtain on their own journey, sharing the pivotal moments, challenges, and catalysts that shaped their holistic, fee-based financial planning firm.

Wes reflects on how he transitioned from a 24-year-old in electrical contracting to founding a remote-first financial practice that helps clients align time, talent, energy, and resources with their core values. From humble beginnings to a thriving 20-person team, the episode explores the importance of defining a clear vision, embracing transformation, and staying grateful along the way.

Here’s what you can expect from the episode:

  • How to align your business growth with personal values and priorities
  • Why a strong vision (even if imperfect) fuels long-term success
  • How to build a team culture that supports freedom and impact
  • Why “normalizing the new” is essential for continuous innovation
  • And more!

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