From Busy to Rich

Wes Young
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From Busy to Rich

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.

  1. 1D AGO

    E147 – From Stuck to Unstoppable: Embracing Change in Your Business

    Click here to watch video version. In this episode of "From Busy to Rich," we dove back into the archives where hosts Wes and Justin welcome Dev Warren, an experienced business advisor. The discussion, inspired by Jamie Kern Lima's book "Worthy," focuses on helping financial advisors enhance their profitability and quality of life. Dev shares his career journey, emphasizing the importance of mentorship and seizing opportunities. He discusses the challenges entrepreneurs face when they hit a plateau and the need for adaptability and strategic hiring. They encourage listeners to embrace new ideas, trust their teams, and design a life aligned with their values and passions. In today’s episode we will cover: Theme of Being "First" Mentorship Importance Navigating Business Plateaus Strategies for helping business owners assess priorities and identify growth areas. Insights on taking calculated risks and the importance of trusting instincts in business decisions. Creating a Meaningful Life Legacy and Business Representation Team Dynamics and Trust Adaptability and Strategic Hiring We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up. If you’re interested in learning more about Dev Warren and what his team does you can find out more on his website   https://ascendantadvisory.com/, or you can email him directly at Dev@ascendantadvisory.com. Here is a link to the book by Jamie Kern “Worthy”  https://worthybook.com/.

    47 min

  2. JUL 2

    E146 – Killing Sacred Cows with Garrett Gunderson

    Click here to watch the video version. In this episode of "From Busy to Rich," we revisit the conversation hosts Wes Young and Justin Lakin had with Garrett Gunderson, a bestselling author, financial expert, and comedian. Garrett shares his journey from running a successful financial firm to blending comedy with financial education. They highlight the importance of living a fulfilling life, holistic financial planning, and the concept of a "family bank" inspired by the Rockefeller method. Garrett emphasizes the value of giving before asking for help, creating rituals and traditions within families, and leveraging whole life insurance for long-term wealth and legacy. In today’s episode we will cover: Transition from managing a financial firm to pursuing a passion for educating others and for comedy. Importance of living a fulfilling life and finding purpose. The role of humor in enhancing learning and retention in finance. Concept of the "family bank" and its significance in wealth preservation. Overview of the Rockefeller method for maintaining family wealth across generations. Importance of storytelling and rituals in family legacy and values. Practical applications of financial strategies for seizing opportunities. Encouragement to focus on giving and creating value in relationships. For the chance to receive a free copy of one of Garrett’s books see details below: The first 5 people to leave a podcast review on Apply or Spotify and email a screenshot will receive a copy of Killing Sacred Cows 2.0 Anyone who leaves a review of Killing Sacred Cows 2.0 on the internet and sends Garrett a DM or email with the screen and subject “Wesley Licensing” will receive 3 free audio book version of Garrett’s other best selling works All transform learning series participants who enroll in the January 2025 class will receive a free copy of the book.  Garrett.live Garrett’s Instagram  Garrett’s Website Email: garrett@garrettgunderson.com  We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

    49 min

  3. JUN 25

    E145 – Killing Giants!

    Click here to watch the video version. In this episode of the From Busy to Rich Podcast, hosts Wes Young, Justin Lakin, and guest Mike Scovel discuss the concept of "beautiful savages"—ambitious, grateful individuals who persistently overcome obstacles. They explore the personal "giants" that hinder growth, such as the need to feel good, look good, or remain undisturbed, especially in the financial advisory field. They emphasize self-awareness, the value of supportive communities, and the importance of stepping out of comfort zones to achieve meaningful success and personal transformation. In today’s episode we will cover: Concept of "beautiful savages" and its significance Identification of personal "giants" that hinder growth The impact of the "need to feel good" on decision-making The influence of the "need to look good" and fear of judgment Importance of self-awareness in recognizing personal obstacles Engaging with like-minded individuals for support and accountability The dangers of the "remain undisturbed" mentality in career stagnation The role of discomfort in achieving personal and professional growth Checkout 52 Truths Here!  We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

    24 min

  4. JUN 18

    E144 – Balancing Act: Ambition, Contentment, and the Role of Money in Our Lives

    Click here to watch the video version. In this episode of the From Busy to Rich Podcast, host Wes Young takes the stage at a live recorded speaking engagement, focusing on the series "Keep the Change," which explores the role of money in living a fulfilling life. Wes shares personal anecdotes and stories, emphasizing the gap between current circumstances and future aspirations. He discusses ambition, contentment, and faith, encouraging listeners to embrace their dreams while remaining grateful for the present. The episode aims to inspire personal growth and financial wisdom.  In today’s episode we will cover: The role of money in achieving a fulfilling life. The relationship between ambition, contentment, and personal growth. The importance of faith and envisioning a better future. Components of happiness: enjoyment, satisfaction, and meaning. The significance of personal experiences and reflections on past achievements. The impact of community support and faith in navigating life's challenges. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

    38 min

  5. JUN 11

    E143 – The Evolution of Financial Advisory

    Click here to watch the video version. In this episode of "From Busy to Rich," join us as we share a previous highlight where host Wes interviews Gordon Parker, a financial advisor with over 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model and emphasizes the significance of hiring the right team members. They offer valuable insights into growing a financial advisory practice by focusing on relationships and team dynamics. In today’s episode we will cover: Team structure and dynamics in financial advisory practices Building strong client relationships Evolutions in the advisory industry Challenges faced by financial advisors when starting their careers Navigating growth and change within a financial advisory practice Flexibility in business operations and client interactions Focus on ideal clients while managing a broader client base We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

    31 min

  6. JUN 4

    E142 – Being a Beautiful Savage

    Click here to watch the video version. In this episode of "From Busy to Rich," Wes and Justin explore the concept of being a "beautiful savage," a blend of ambition and gratitude. They discuss how to navigate the gap between current circumstances and future aspirations, emphasizing the importance of maintaining a big vision while appreciating the present. Key themes include the power of choice, the journey towards goals, and the role of gratitude in achieving fulfillment. They encourage listeners to embrace challenges with resilience and a positive outlook, fostering personal and professional growth through a balanced mindset.     In today’s episode we will cover:  Concept of being a "beautiful savage" as a blend of ambition and gratitude  Components of happiness: enjoyment, satisfaction, and meaning  Role of gratitude in enhancing life experiences and overall fulfillment  The power of choice and personal empowerment in shaping one's life  Embracing challenges as opportunities for growth and resilience  The significance of intentionality in designing a fulfilling life      We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!      If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

    25 min

  7. MAY 28

    E141 – How Can Advisors Achieve Transformational Growth in Business?

    Click here to watch the video version. In this episode of "From Busy to Rich," Wes introduces his Transform Learning Series program created for advisors. Wes discusses the program's purpose, emphasizing the importance of a transformational mindset for business growth. He highlights the need for advisors to increase profitability and quality of life for themselves and their clients. He stresses the significance of embracing change. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities.  In today’s episode we will cover: Introduction to Transform University program Purpose and mindset for transformational growth in business Importance of increasing profitability and quality of life for advisors and clients Embracing change and not defending existing habits Overcoming barriers to change Tangible benefits of the Transform University program Creating an annual engagement process for clients Making asking for referrals irrelevant Seizing new areas of opportunity, such as income tax We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!  If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

    28 min

  8. MAY 21

    E140 – Pressure is a Privilege Part 2

    Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin continue part 2 of the topic of "pressure is a privilege," offering strategies for financial advisors to grow beyond product sales and asset management. They emphasize creating a fulfilling life and understanding happiness, drawing on insights from Arthur Brooks' work. They focus on the key themes of reframing personal narratives, identifying activities that contribute to a "rich life," and understanding happiness as enjoyment, satisfaction, and meaning.  In today’s episode we will cover: Insights from Arthur Brooks on the components of happiness: enjoyment, satisfaction, and meaning The role of satisfaction in achieving long-term goals through overcoming challenges Distinction between satisfactory and unsatisfactory suffering in personal and professional contexts Practical advice for financial advisors on scheduling meetings and taking action Emphasis on the significance of client interactions and making a positive impact Availability of resources for professional development and skill enhancement Click here to access the TTT tool! We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

    18 min
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About

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.

Information

  • Creator
    Wes Young
  • Years Active
    2022 - 2025
  • Episodes
    146
  • Rating
    Clean
  • Copyright
    © 2025 WesYoungLive.com
  • Show Website
    From Busy to Rich

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