Tag: Wealth Management

E 202 – Your Words Create Your World

~ FromBusyToRich

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

CLICK HERE to join the Transform Learning Community

Every day, life will hand you something you didn’t expect.

A setback.
A disappointment.
A difficult conversation.
A season you never would have chosen.

The question isn’t whether those moments will come. The question is how you’ll respond when they do.

In this solo episode, Wes shares one of the most impactful lessons he’s ever learned through a story from bestselling author Andy Andrews: every day, you’re going to get pushed into the swimming pool.

That simple metaphor becomes a powerful reminder that while we can’t control every circumstance, we always have the ability to choose our response.

Through personal stories, practical wisdom, and a moving account of his father’s recovery from bacterial meningitis, Wes explores why hope matters, why your words create your world, and how your greatest challenges can become the foundation for your greatest growth.

If you’ve been facing unexpected obstacles, this episode will encourage you to stop asking, “Why did this happen?” and start asking, “How can I grow because of it?”

Connect with us:

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

E 201 – The Patterns That Shape Your Success

~ FromBusyToRich
Experience a community of Elite Performers striving for the next level – 
CLICK HERE to join the Transform Learning Community

Most people don’t fail because they lack information. They fail because they keep repeating the same patterns.

In this episode of From Busy to Rich, Wes Young is joined by Rich Campe and Matt Drinkhahn for a conversation about coaching, personal growth, and the habits that shape every area of life. Together they explore why high performers seek outside perspectives, how fear quietly influences our decisions, and why lasting change comes from consistently practicing better patterns—not chasing perfect ones.

Whether you’re leading a business, serving clients, or simply trying to become a better version of yourself, this conversation offers practical tools for breaking old habits, managing overwhelm, and creating the kind of growth that compounds over time.

Because becoming better rarely happens by accident—it happens one intentional pattern at a time.

Connect with us:

Free Resources from Rich:

Only takes 20 minutes or less and only two pages total.

Created by the late, great Nobel Prize Nominated Dr. Robert S. Hartman

MindScan Link

Enhance your coaching journey with ProAdvisorCoach. Download free worksheets and utilize powerful tools to effectively pursue your goals!

Free Tools | ProAdvisorCoach

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

E 198 – The Art of Communication: Why Great Ideas Often Fall Flat

~ FromBusyToRich

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

CLICK HERE to join the Transform Learning Community

Communication isn’t just about what you say—it’s about how you say it.

In this episode of From Busy to Rich, Wes Young and Justin Lakin explore why great ideas often fail to create lasting change and how better communication can inspire action. Drawing from a recent leadership conference, Wes shares a simple framework for helping people understand why something matters before telling them what to do.

The conversation explores the power of storytelling, creating common ground, and protecting time to apply what you’ve learned. Wes also shares a memorable personal story that reinforces one of the episode’s biggest takeaways: there are truths in the world that, when discovered and applied, make your life better and make you better at life.

If you want your conversations to create greater influence, deeper connection, and lasting impact, this episode is for you.

Connect with us:

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 189- Value, Leverage, and the Power of One Life with Caleb Guilliams

~ FromBusyToRich

In this episode of From Busy to Rich, Wes sits down with Caleb Guilliams—entrepreneur, founder of Better Wealth, and one of the most forward-thinking voices in the insurance space.

Caleb shares his journey from a small-town upbringing to building a nationwide business—and the mindset shifts that made it possible.

They explore what it means to live intentionally, why most advisors struggle to grow, and how understanding value and leverage can completely change your business.

This conversation goes beyond strategy and into the deeper question:
 Are you building a business… or building a life that actually matters?

Sign up for the Life Insurance Summit Event here:  https://lifeinsurancesummit.com/

Explore Wes’s book: Beautiful Savage

Connect with us:

Connect with us:

Submit a Podcast Question here!

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Connect with us:

Submit a Podcast Question here!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

E183-The Master Plan Template: How to Stop Forgetting Critical Client Details

~ FromBusyToRich

Have you ever walked out of a client meeting feeling great about the connection, only to realize later that you forgot to discuss a key tax strategy or important planning opportunity?

What if there was a way to capture all your thinking before meetings so your brain could focus on what it does best: connecting with clients and creating value?

In this episode, Justin Lakin and Wes Young continue the tech-powered planning series and introduce the Master Plan Template, a framework designed to help financial advisors externalize their thinking and reduce cognitive load. They discuss the three core pillars of the master plan: optimizing family income, accelerating business value and family bank velocity, and enriching family legacy. 

Wes and Justin explain how this one-page living document captures everything advisors know about their clients’ stories, allowing them to prepare efficiently and show up fully present in meetings without the anxiety of forgetting critical details.

They discuss:

  • The common problem of being a “professional visitor” who has great meetings but struggles to get critical things done
  • How cognitive load from trying to remember everything affects advisor performance and client outcomes
  • The three pillars of the master plan: family income optimization, business value acceleration, and family legacy enrichment
  • Why the master plan is a one-page internal tool, not a client-facing document, designed to capture context and story
  • The Mind Vault Method of recording yourself walking through each master plan to give your future self a gift
  • And more!

Resources:

Other Listening Platforms:

Connect with us:

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

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