Tag: Wes Young

E181 – How Advisors Can Break Through Fear, Fatigue, and Ego with Matt Halloran

~ FromBusyToRich

Some advisors seem born with bold voices — but most are still whispering in the corner.

In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of the most uncomfortable (and essential) topics in growth: resistance. They explore why we avoid change, why good marketing often falls flat, and what it really takes to build and scale your influence.

This episode isn’t a pitch; it’s a call to leadership. If you’ve ever felt stuck behind the scenes in your business, this one’s for you.

What to expect:

  • Why most advisors think they’re good at marketing, but aren’t
  • The three mindset barriers keeping you from real progress (fear, fatigue, and arrogance)
  • The five returns on podcasting and why downloads aren’t one of them
  • How to build a brand worth talking about (and coaching tips to get there)
  • And more!

Resources:

Other Listening Platforms:

Connect with us:

Connect with Matt Halloran:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

E171- The New Client Experience: Direction – Increasing Family Bank Velocity

~ From Busy To Rich

What’s next after a client says “yes” to working with you?

In this episode of From Busy to Rich, host Wes Young and co-host  Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload.

What to expect:

  • How to keep clients focused without overwhelming them
  • The role of recurring meetings and strategy summaries
  • Navigating fixed vs. variable assets in volatile markets
  • Building client confidence through discipline and simplicity

Resources:

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