87 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 • 36 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.

    E88 – People Walking Through Your Head with Dirty Feet

    E88 – People Walking Through Your Head with Dirty Feet

    In this episode of "From Busy to Rich," host Andy and Wes explore the crucial role of mental management in daily life. They discuss the importance of controlling our reactions to prevent external factors, like rudeness or bad news, from disrupting our mental state. The conversation covers strategies for dealing with workplace negativity, advocating for open communication and boundary setting. Additionally, they highlight self-awareness, emotional intelligence, and personal accountability as key to maintaining a positive internal dialogue and overall mental well-being.

    Click here to watch the video version.

    In today’s episode we will cover:


    Importance of managing thoughts and interactions within our minds
    Gandhi's quote "I will not let anyone walk through my mind with their dirty feet"
    Importance of self-awareness and emotional intelligence in managing responses to external triggers
    Handling negative attitudes and complaints within the workplace
    Fostering open communication and setting boundaries to prevent negativity in team dynamic
    Significance of self-reflection and personal accountability in managing mindset
    Impact of own thoughts and behaviors on mental well-being
    Practical strategies for maintaining a positive and productive mental state in various interactions and environments

    We hope you enjoy this episode, and would love to hear your feedback by leaving 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 University class - click here for information on how to sign up.

     

    • 19 min
    E87 – Mid-Year Course Correction

    E87 – Mid-Year Course Correction

    In this episode of "From Busy to Rich," host Andy and Wes discuss the critical practice of mid-year course correction for advisors. They highlight the value of quarterly planning and taking time away from the usual environment to reflect and set actionable goals for the next 60 days. The conversation centers on the connection between intentional planning, profitability, and quality of life, offering practical strategies for advisors to assess and enhance their current situation for excellence in both professional and personal realms.

    CLICK HERE TO WATCH THE VIDEO VERSION.

    In today’s episode we will cover:


    Importance of mid-year course correction
    Practical strategies for evaluating and improving current situation
    Significance of quarterly planning for profitability and quality of life
    Emphasis on intentional planning and focused effort
    Value of getting out of one's normal environment for reflection and planning
    Practical strategies for setting goals and driving positive change

    We hope you enjoy this episode, and would love to hear your feedback by leaving 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 University class - click here for information on how to sign up.

    • 22 min
    E86 – The Most Crucial Decision for Financial Advisors

    E86 – The Most Crucial Decision for Financial Advisors

    In this episode of "From Busy to Rich," host Andy and guest Wes delve into the crucial decision of when financial advisors should hire their first employee. They discuss the benefits of hiring for profitability and improved quality of life for both advisors and clients. Wes shares his own struggles as a solo practitioner and the importance of recognizing when to delegate tasks. The duo addresses the fears surrounding hiring, advising listeners to view it as an investment rather than a cost. They stress the need for a clear job description, the courage to embrace change, and the importance of aligning hires with the business vision.

    CLICK HERE TO WATCH THE VIDEO VERSION.

    In today’s episode we will cover:


    Pivotal moment for financial advisors to make their first hire
    Recognizing signs indicating the need to stop handling all tasks alone
    Hiring the right person to support the business
    Avoiding non-advisory tasks that do not add value to the organization
    Shifting mindset from viewing hiring as a cost to seeing it as an investment
    Emotional and practical aspects of hiring the first employee
    Creating clear job description and expectations for the new hire

     We hope you enjoy this episode, and would love to hear your feedback by leaving 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 University class - click here for information on how to sign up.

    • 17 min
    E85 – Filling the Gap

    E85 – Filling the Gap

    In this episode of the "From Busy to Rich" podcast, host Andy and Wes delve into the concept of "the gap" in relationships, particularly in business. They discuss how gaps between expectations and experiences can be filled with trust or suspicion, and the positive impact of choosing trust. This principle is applicable to client relationships, internal team dynamics, and personal well-being. They emphasize the importance of open communication and assuming the best in others to foster positive, productive relationships and a supportive team environment. They encourage listeners to adopt this mindset for improved individual and team dynamics.

    CLICK HERE TO WATCH VIDEO VERSION.

    In today’s episode we will cover:


    The concept of "the gap"
    Filling the gap between expectations and experiences
    Choosing to trust and assume the best in others
    Impact of trust and suspicion on personal well-being and relationships
    Application of the principle of trust in client relationships
    Proactive approach to addressing gaps and fostering trust within an organization

     We hope you enjoy this episode, and would love to hear your feedback by leaving 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 University class - click here for information on how to sign up.

     

    • 42 min
    E84 – Breaking Boundaries with Guest Dave Podell

    E84 – Breaking Boundaries with Guest Dave Podell

    In this episode of the "From Busy to Rich" podcast, Andy, Wes, and special guest Dave Podell discuss the importance of growth, specialization, and taking risks in business. Dave shares insights into his company's focus on large deductible tax strategies and the journey of continuous evolution in their field. The trio emphasizes the value of overcoming fear, trying new things, and the role of coaching in navigating uncharted territories. They highlight how specialization can lead to a broader market reach and the significance of engaging in high-energy activities that indicate potential growth areas.

    CLICK HERE TO WATCH THE VIDEO VERSION.

    In today’s episode we will cover:


    Dave's company's specialization in large deductible tax strategies for business owners
    The importance of continuous evolution and adaptation in business
    The significance of trying new things and taking risks
    The role of coaching and seeking guidance in navigating new territories
    The impact of specialization on attracting referrals and expanding the marketplace
    Comparing specialization to that of a brain surgeon
    Finding energy in one's work and identifying high-energy activities for career decisions

    We hope you enjoy this episode, and would love to hear your feedback by leaving 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 University class - click here for information on how to sign up.

    • 40 min
    E83 – Prospecting Without Prospecting!

    E83 – Prospecting Without Prospecting!

    In this podcast episode, hosts Wes and Andy debunk the idea that more customers are the key to a better advisory practice, instead highlighting the power of referrals. They discuss the ineffectiveness of traditional referral methods, like policy wallets, and the importance of creating a process that naturally attracts clients. Wes uses a mission trip story to illustrate the significance of meaningful engagement over superficial metrics. The duo acknowledges advisors' skepticism but emphasizes the need for a process that resonates with clients' aspirations, leading to organic referrals and sustainable business expansion.

    CLICK HERE TO WATCH THE VIDEO VERSION.

    In today’s episode we will cover:


     Misconception among advisors about acquiring more customers
     Emphasizing the importance of referrals as a trustworthy source of leads
     Ineffectiveness of traditional referral methods in today's business environment
     Importance of creating a process that attracts clients rather than asking for referrals
     Measuring meaningful indicators for success
     Concept of becoming better rather than just getting bigger
     Skepticism about clients coming to advisors
     Challenge of shifting focus from traditional methods to creating an attractive process

    We hope you enjoy this episode, and would love to hear your feedback by leaving 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 University class - click here for information on how to sign up.

    • 31 min

Customer Reviews

5.0 out of 5
36 Ratings

36 Ratings

Duke Financial ,

Awesome relevant thoughts to change inherited beliefs for advisers!!!!

Wes, Justin and Carl break down how the act of ongoing planning for a clinet serves them with more sucess because their financial landscape is forever changing. Definitely a must listen for advisers!!!!

ook jack ,

Wholesome

I listen and take away a new idea from every episode. Keep helping people and advisors!

DPMarti ,

Great language and make things so simple

The way they ask questions and explain complex concepts are blowing my mind. The way they do is to show clients process and understand the heart of the services that they offer. Most people only focus on products type and hardy take their mind out off it. This podcast really well explain how important it is to have a true holistic financial planning. Love the podcast!

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