From Busy to Rich Wes Young

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.

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.

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.

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.

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.

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.