10 episodes

In an effort to get the most out of life many people often live a margin-less life, and leave many things undone. In the Busy to Rich Podcast Wes provides unique insights from over 20 years in financial services on how to run a successful practice, mindset, strategies, and more in an effort to inspire other advisors to increase their profitability and quality of life.

From Busy to Rich Wes Young

    • Business
    • 5.0 • 20 Ratings

In an effort to get the most out of life many people often live a margin-less life, and leave many things undone. In the Busy to Rich Podcast Wes provides unique insights from over 20 years in financial services on how to run a successful practice, mindset, strategies, and more in an effort to inspire other advisors to increase their profitability and quality of life.

    S2E1- Traveling Light Part 1: “An Exciting Vision”

    S2E1- Traveling Light Part 1: “An Exciting Vision”

    Welcome to From Busy to Rich with Wes Young. In today’s episode we kick off season 2 as Andy Traub interviews Wes Young and associate Justin Lakin to introduce this season’s topic of “Traveling Light.”

    In today’s episode we will cover:


    Introduction to season 2, Traveling Light
    What it means to be “built for beautiful”
    The things we “carry” and why
    How do we identify the things that are helpful to carry versus harmful to our success?
    Some practical steps to start shifting mindset “It’s not the load that breaks you down but how you carry it.” – Lou Holtz

    Join us in the next episode where will continue the discussion on traveling light, and defining a “grateful condition.” If you want to dive deeper into these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.

    • 31 min
    S1E9- Charging for Your Advice: “You’ve been paid, now what?”

    S1E9- Charging for Your Advice: “You’ve been paid, now what?”

    In today’s episode Andy, Wesley Young, Justin Lakin, and special guest Cody Moore close out the topic Charging for Your Advice with a discussion on delivering services to clients as “You’ve been paid, so now what?”

    Today’s main points are:


    They said, “Yes”, so now what
    The importance of Organization and Structure
    Building and using a Narrative Checklist
    Different tools and apps that can help advisors in managing clients, and extend the service capability of advisors
    Year 1 versus ongoing management

    That wraps up season 1 of From Busy to Rich around “Normalizing the New”. Join us in the next week as we kick off season 2 around the idea of “Traveling Light,” as Wes discusses creating margin and balance in your practice and life. If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.

    • 28 min
    S1E8- Charging for Your Advice: Strategy Session 2- “I would like to pay your fee!”

    S1E8- Charging for Your Advice: Strategy Session 2- “I would like to pay your fee!”

    In today’s episode Andy, Wesley Young, and Cody Moore continuing the topic Charging for Your Advice with a discussion on the second strategy session getting clients to see the value you can offer and say, “I would like to pay your fee!”

    Today’s main points are:


    Furthering the topic of Fee versus Free
    In light of the story they are in about money, what areas of planning will be most relevant to walk through.
    Elite advisors do three things: Prepare for meetings, Have the meeting, Carry out next steps
    Walk through the second strategy session
    Presenting the Fee

    Join us in the next episode Wes will be covering a discussion around the idea that “You’ve been paid, now what?.” If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.

    • 39 min
    S1E7- Charging for Your Advice: Strategy Session 1- “Lean In!” Part 2

    S1E7- Charging for Your Advice: Strategy Session 1- “Lean In!” Part 2

    In today’s episode Andy Traub continues interviewing Wesley Young, and Cody Moore on the topic Charging for Your Advice with a focus this week on creating healthy tension.

    Today’s main points are:


    How to create healthy tension
    The power of “Tell me about…”
    Rich life questions
    Defining next steps
    Setting expectations and next meeting

    Join us in the next episode Wes will be covering the elements of the second strategy session- “I would like to pay your fee.” If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.

    • 33 min
    S1E6- Charging for Your Advice: Strategy Session 1- “Lean In!”

    S1E6- Charging for Your Advice: Strategy Session 1- “Lean In!”

    In today’s episode Andy Traub continues interviewing Wesley Young, and guest Cody Moore on the topic Charging for Your Advice with a look at with the first strategy session where they and the clients begin to “lean in.”

    Today’s main points are:


    What’s the goal
    You can’t get where you want to go until you first understand where you are relative to where you want to go.
    Have the meeting before you have the meeting
    Find common ground, and then create healthy tension Don’t focus on answering questions people haven’t asked
    What’s in their head and heart
    How to summarize the story they are in about money

    Join us in the next episode Wes will be covering the elements of the first strategy session with clients, and how to get them to “Lean In.” If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.

    • 39 min
    S1E5- Charging for Your Advice: “What Do You Do?” Part 2

    S1E5- Charging for Your Advice: “What Do You Do?” Part 2

    In today’s episode we’ll finish up the approach on how to answer “What do you do” in a way that causes people to lean in. This episode is hosted by Andy Traub as he interviews Wes Young, Justin Lakin, and guest Cody Moore.

    Today’s main points are:


    Understanding your atmosphere of influence
    Answering the question- Pick something that’s memorable and portable
    State the problem you solve in the form of a question
    Associate yourself with the solution to the problem simply and then specifically
    Give them a valuable example and next step

    Join us in the next episode Wes will be covering the elements of the first strategy session with clients, and how to get them to “Lean In.” If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.

    • 20 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Glory & Honor ,

Circle of Friends

We all need a circle of friends, close advisers to help us through life. Wes is almost 20 years my junior yet in many ways so much wiser. I’d be a fool not to listen. The wisdom shared here is not just for the successful or aspiring fee based financial advisor. This is wisdom for everyone in life trying to balance “normal” with new. Anyone that is striving to thrive in business, career, relationships, life.

aag2020 ,

Great for entire leadership team to listen to

Real world direction and focus for those leaders who are high performing and want to improve. It’s a must listen for our entire leadership team. Wes comes across as understanding as if he has been in the positions he is talking about before. It is extremely relatable and applicable in the business environment we actually live in.

Baller7733 ,

Powerful

Wes is a great advisor and an amazing person. I always learn something when I hang around him and listen to his content. Keep it up bro!!’

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