Tag: Financial Planning

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

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

E 187- AI Isn’t Replacing Advisors—But Advisors Using It Will

~ FromBusyToRich

In this episode of From Busy to Rich, Justin and Wes tackle one of the biggest shifts happening in the advisory space right now: AI.

Not the hype. Not the fear.
What’s actually happening inside real practices—and what it means for your future.

The reality? Advisors aren’t being replaced by AI…
They’re being replaced by advisors who know how to use it.

Wes shares how their team is actively integrating AI into their workflow—from client summaries to planning efficiency—and how it’s already saving massive amounts of time while improving output quality.

They also break down:

  • How AI is shifting client expectations
  • Why resisting change is more dangerous than getting it wrong
  • The real risk: identity, not technology
  • How to use AI without becoming overly reliant on it
  • A simple way to start using AI this week

If you want to stay relevant—and ahead—this is a conversation you can’t afford to ignore.

Connect with us:

Submit a Podcast Question here!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 

Connect with us:

Submit a Podcast Question here! 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

E182 – The Conversation is the Value with Carl Richards

~ FromBusyToRich

In this episode of From Busy to Rich, Wes Young and Justin Lakin welcome back Carl Richards to explore a different approach to financial advice—one centered on understanding a client’s story rather than simply delivering solutions.

Carl shares the idea behind his newest book, which he calls a “conversation grenade.” Instead of offering traditional financial instructions, the book is designed to spark deeper conversations about money, purpose, and the decisions that shape our lives.

They also discuss why the pursuit of the “perfect plan” can sometimes get in the way and how advisors create their greatest impact by asking better questions and helping clients uncover what truly matters.

In this episode, we cover:

  • Why great advisors focus on their client’s story—not just their own solutions
  • The hidden danger of chasing the perfect financial plan
  • How simple visuals and sketches can unlock clarity for clients
  • Why the industry needs more meaningful conversations about money

Other Listening Platforms:

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Resources:

Other Listening Platforms:

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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!

Resources:

Other Listening Platforms:

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

Resources:

Other Listening Platforms:

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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!

Resources:

Other Listening Platforms:

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

Resources:

Other Listening Platforms:

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More