Tag: Wealth Plan

E 204 – The Gap Never Goes Away

~ FromBusyToRich

The gap between where you are and where you want to be never goes away. It just moves.

And that’s not a bad thing.

In this episode of From Busy to Rich, Wes explores how to pursue a bigger future while still being grateful for the life you have today. He shares why ambition and contentment aren’t opposites, how resistance can produce some of life’s greatest satisfaction, and why the decisions that seem to move you backward may sometimes be the ones that move you forward.

Through the story of Peter and some of his own “because you say so” moments, Wes challenges us to consider what could happen when faith becomes bigger than our need to understand exactly how everything will work out.

Because sometimes the life waiting for us is bigger than the one we would have planned for ourselves.

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

~ FromBusyToRich

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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.

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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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