Tag: values-based planning

E 191 – How to Talk So People Will Listen with Dr. Randy Marshall

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with mentor, speaker, and communication expert Dr. Randy Marshall for a powerful conversation on what it really means to connect with people.

Randy shares lessons from decades of leadership, teaching, ministry, and business—including why the best communicators aren’t necessarily the smartest people in the room, but the clearest and most authentic.

Together, they unpack the three questions every audience is asking, the role emotion plays in communication, and why stories, simplicity, and genuine care matter more than polished presentations.

Explore Wes’s book: Beautiful Savage

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E 188- Are You Drifting… or Designing Your Life?

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with Braden Draggoo for a powerful conversation on growth, identity, and what it really means to live a meaningful life.

Braden shares his journey from humble beginnings to becoming a high-performing advisor—while staying grounded in something deeper than success: love.

This conversation challenges how you think about success, fulfillment, and the life you’re building.

In This Episode We Cover

  • Why personal growth is the most important investment you can make
  • The hidden danger of drifting through life without intention
  • How scarcity shows up in your decisions and relationships
  • Why letting go often creates more opportunity than holding on

Explore Wes’s book: Beautiful Savage

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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

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E180 – Legacy Letters: The Most Valuable Asset You’ll Ever Leave with Blake Brewer

~ FromBusyToRich

In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and client impact: the legacy letter. Blake shares the unforgettable story of losing his father in a tragic accident at 19 years old, and the life-changing letter his father left behind. That letter shaped how Blake grieved, how he grew, and ultimately how he now serves thousands of families.

Together, Wes and Blake unpack:

  • Why your words matter more than your wealth
  • The difference between inheritance and heritage
  • How to remove perfection as a barrier to meaningful impact
  • The six essential sections of a powerful legacy letter
  • Why advisors who facilitate deeper conversations build stronger relationships
  • How writing a letter changes the author as much as the recipient

If you’re a financial advisor who talks about family legacy, estate planning, or holistic wealth… this episode may permanently shift how you define value. Your clients don’t just need a distribution plan. They need clarity, love, and intentionality passed forward.

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