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96 episodes
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From Busy to Rich Wes Young
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- Business
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5.0 • 37 Ratings
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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.
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E97 – Your next 10x Jump: Bicycles and Bamboo
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In this episode of "From Busy to Rich," hosts Wes and Justin delve into the concept of achieving a 10x growth jump. They emphasize the importance of rethinking and reshuffling team roles to facilitate significant growth. Using analogies like bicycles and bamboo, they illustrate different growth strategies. Bicycles represent incremental, visible progress, while bamboo symbolizes foundational, unseen development that eventually leads to exponential growth. They discuss delegating tasks, creating ideal calendars, and setting clear success metrics for new hires. The episode underscores the need for strategic planning and intentional actions to achieve transformative business growth.
In today’s episode we will cover:
Taking a 10x jump in growth
Rethinking and reshuffling the deck of where people sit on the bus
Analogy of bicycles and bamboo in relation to business growth
Delegating tasks and focusing on high-value activities
Creating job descriptions and ideal calendars
Building a strong foundation and root system for growth
Evaluating tasks as bicycle 10x or bamboo 10x
Intention behind solutions for growth
Transform Learning Series
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. You can also access our TTT tool right here.
If you’re interested in the Strategic Coach program Wes mentioned in the episode you can learn more by clicking here! -
E96 – The Power of Alignment!
In this episode of "From Busy to Rich," host Andy and Wes explore the concept of alignment in business, and the four levels of entrepreneurial evolution. They discuss the importance of aligning capital with personal values and the transition from micromanaging to building a strong team. Wes emphasizes the "who not how" mindset, empowering leaders, and creating a self-managed company. They highlight the ultimate goal of a self-multiplying team, leveraging unique abilities for maximum growth. The conversation underscores the need for regular realignment, energy management, and fostering a culture of continuous improvement.
Click here to watch the video version.
In today’s episode we will cover:
Power of alignment in business
Four levels of entrepreneurial evolution
Importance of aligning capital with personal values
Transitioning from "rugged individual" stage to building a strong team
Shifting to a "who not how" mindset for business growth
Creating a self-managed company by replacing oneself with leaders
Leveraging talents and unique abilities for maximum impact
Concept of self-multiplying at level four
Importance of emotional maturity and long-term vision for growth
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 Learning Series - click here for information on how to sign up.
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E95 – Four Levels of Delegation
In this episode of "From Busy to Rich," host Andy and Wes explore the four levels of delegation. They explain each level: gathering information, informed progress, informed results, and ownership. Emphasizing the importance of clear communication, they discuss how understanding these levels can lighten leaders' mental loads and foster trust within teams. They also stress the need for celebrating the ownership level of delegation and plan to create a series of shorts on these concepts for their listeners.
Click here to watch the video version.
In today’s episode we will cover:
Four levels of delegation
Importance of clear communication and understanding of delegation levels
Tension and potential misunderstandings in delegation
Examples and insights into applying delegation levels
Impact of delegation on reducing mental load and creating a healthier business environment
Celebrating and acknowledging the ownership level of delegation
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 Learning Series™ - click here for information on how to sign up. -
S16E2 – Random Thoughts on Leadership: Run Towards What you Want!
In this episode of "From Busy to Rich," hosts Andy, Wes, and Justin discuss the importance of being intentional and focusing on moving towards desired goals rather than away from undesired situations. They explore themes of leadership, personal development, and the financial planning industry. The conversation emphasizes the need to challenge default settings, clarify what a rich life means, and align actions with true values. By defining success and setting clear intentions, they argue that individuals can achieve more meaningful progress and avoid the pitfalls of aimless business.
Click here to watch the video version.
In today’s episode we will cover:
Being intentional and focusing on moving towards what one wants rather than away from what one doesn't want
Leadership and personal development
Financial planning industry
Challenging default settings
The importance of defining what "winning" looks like
Articulating a rich life and aligning goals with clients
The power of frustration as a motivator for growth
Channeling business towards what truly matters
Setting clear intentions for progress
Avoiding getting caught up in activities that don't align with goals
We hope you enjoy this episode, and we 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 Learning Series™ - click here for information on how to sign up. -
S16E1 – Random Thoughts on Leadership: Default Settings
In this episode of "From Busy to Rich," host Wes and Justin explore the concept of default settings and their impact on decision-making in personal and professional contexts. They illustrate how default settings can limit potential and emphasize the importance of challenging these norms. They stress the need for intentionality in challenging defaults and mention upcoming resources like the book "Unreasonable Hospitality" and the Transform Learning Series™ class for financial advisors.
Click here to watch the video version.
In today’s episode we will cover:
Default settings and their impact on decision-making
Challenging default settings in personal and professional life
Creating a rhythm for challenging the norm and implementing new ideas
Being intentional
Embracing change for growth and success
We hope you enjoy this episode, and we 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 Learning Series™ class - click here for information on how to sign up. -
E92 – Unleashing Business Potential: The Transform University Program
In this episode of "From Busy to Rich," host Andy and Wes introduce the Transform University program, created by Wes Young. 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. Wes stresses the significance of embracing change, using the Blockbuster and Netflix story as an example. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities. The episode provides valuable insights for advisors aiming to enhance their business and client interactions.
Click here to watch the video version.
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
Normal and new mentality
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
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.
Customer Reviews
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!!!!
Wholesome
I listen and take away a new idea from every episode. Keep helping people and advisors!
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!