From Busy to Rich

By Wes YoungBusiness Entrepreneurship Careers Management

From Busy to Rich episodes

October 28E 215 - The Answer Isn’t More. It’s Less
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Connect with Dennis Moseley-Williams
Website: moseleywilliams.com
LinkedIn: Dennis Moseley-Williams
Instagram: @dennisbizgrowth
YouTube: Serious Shift
X: @moseleywilliams
What if the answer to building a more successful financial advisory practice isn't doing more—but doing less of what doesn't matter?
In Part 2 of his conversation with Dennis Moseley-Williams, Wes explores how financial advisors can create more meaningful client relationships, differentiate their practices, and build businesses that support the lives they actually want to live.
Dennis challenges advisors to rethink the client experience, explaining why small, thoughtful gestures can create more lasting value than expensive events or traditional marketing. He also shares his approach to identifying the right clients, building a business around a highly specific audience, and focusing on the work that truly moves the needle.
In This Episode:
Create meaningful client experiences: Why personal attention and thoughtful gestures can make a lasting impression.
Find your ideal clients: How narrowing your focus helps you build stronger relationships and a more intentional practice.
Focus on what matters: Why eliminating unnecessary work can create more time for the activities that drive results.
Build a business that supports your life: How simplifying and delegating can improve both profitability and quality of life.

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34 min
October 21E 214 - Stop Selling Financial Plans. Start Changing Lives
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Connect with Dennis Moseley-Williams
Website: moseleywilliams.com
LinkedIn: Dennis Moseley-Williams
Instagram: @dennisbizgrowth
YouTube: Serious Shift
X: @moseleywilliams
What if the most valuable thing your financial advisory practice offers isn't financial advice?
In this episode of From Busy to Rich, Wes sits down with Dennis Moseley-Williams to explore what separates an ordinary business from one that people genuinely want to be part of.
Dennis challenges advisors to think beyond products, performance, and traditional marketing. Instead, he argues that lasting growth comes from creating a culture of belonging, building a business around a meaningful purpose, and helping clients become better versions of themselves.
Together, Wes and Dennis discuss how to turn a financial advisory practice into a movement, why your team's aspirations matter just as much as your clients', and how a clearly defined philosophy can differentiate your business in an increasingly competitive industry.
They also explore what it means to help clients live a rich life today and why advisors who focus only on transactions risk missing their greatest opportunity.
In This Episode:
Culture over strategy: Why a sense of belonging can be one of the most powerful differentiators in a successful advisory practice.
Beyond financial products: How helping clients flourish creates value that goes far beyond investments and financial plans.
Building a movement: Why defining what you stand for—and what you stand against—can attract the right clients and team members.
Living richly today: How advisors can help clients stop postponing meaningful experiences until retirement.
The power of a big idea: Why every advisory practice needs a clear philosophy that guides its culture, communication, and client experience.
The future of advice: Why focusing on human transformation may become increasingly important as technology changes traditional financial services
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33 min
October 14E 213 - Clarity Changes Everything
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Connect with Jesse Mecham
Website: ynab.com
Podcast: The Jesse Mecham Show
Email: [email protected]
What if the most valuable thing you could give your clients, your children, or your team wasn't more money—but more clarity?
In Part 2 of their conversation, Wes and guest Jesse Mecham explore what happens when money is connected to a clear purpose. From helping clients make intentional financial decisions to preparing the next generation for responsibility, the discussion reveals how clarity can change the way people think, act, and create value.
They also examine the difference between protecting children from suffering and allowing them to struggle, why expectations should be clearly communicated, and how business owners can build stronger teams by defining what value creation actually looks like.
In This Episode:
Why asking "What is this money for?" can transform financial conversations.
How advisors can help clients align financial decisions with what matters most to them.
The difference between unnecessary suffering and the struggles that develop strength and independence.
Why clear expectations around family wealth can help prevent confusion and entitlement.
How defining value creation can lead to more productive conversations about compensation, performance, and growth.
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23 min
October 07E 212 - What Is Your Money For? Feat. Jesse Mecham
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Connect with Jesse Mecham
Website: ynab.com
Podcast: The Jesse Mecham Show
Email: [email protected]
Money is a precious resource—but what exactly is it for?
Jesse Mecham returns to From Busy to Rich for a conversation that challenges some of the most common assumptions we carry about money. From the belief that saving is always good and spending is bad to the fear that successful people can keep accumulating long after they have enough, Jesse and Wes explore what changes when money has a clearly defined purpose.
They also dig into the stories we inherit about security, the importance of allowing the next generation to struggle, and why clarity may be one of the greatest gifts an advisor—or parent—can provide.
In This Episode:
Why Jesse believes you can't save money—you can only spend it later.
How asking “What is this money for?” can shift a client from reacting to intentionally acting.
Why old stories about money, fear, and security may stop serving us as our circumstances change.
How clarity around financial support can help the next generation develop independence rather than entitlement.
Why value creation—not tenure or inflation—is a stronger framework for thinking about compensation and opportunity.

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34 min
September 30E 211 - FBTR Episode 211- Stop Answering Questions Nobody Asked featuring Chris Fenning
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Connect with Chris Fenning
Website: chrisfenning.com
LinkedIn: Chris Fenning
YouTube: Chris Fenning

Being an expert doesn’t automatically make you a great communicator. In fact, sometimes knowing more makes communicating clearly even harder.
In this episode of From Busy to Rich, Wes and Justin sit down with communication expert Chris Fenning to explore why advisors often lose clients in the details. They discuss how expert language creates confusion, why overexplaining can lead to “I need to think about it,” and how asking better questions, listening longer, and focusing on outcomes can completely change a client conversation.
In This Episode:
Why expertise can make it harder—not easier—to communicate simply.
How to recognize when you’re giving clients more information than they actually need.
Why advisors should spend less time explaining how something works and more time explaining what it does for the client.
How asking better questions and becoming comfortable with silence creates more meaningful conversations.
Why the language advisors assume clients understand may be creating more confusion than they realize.
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35 min
September 23E 210 - Know What You’re Great At featuring Michael Scovel
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Knowing what you’re good at is important. Knowing where those strengths can get in your way may be even more valuable.
In Part 2 of Wes and Justin’s conversation with Michael Scovel, they explore self-awareness, natural strengths, preparation, and the difference between the work that lights you up and the work that simply has to get done. They also discuss why great preparation creates genuine confidence—and how the same principles that help someone stand out in a job interview can make an advisor better in a client meeting.
In This Episode:
How genuine self-awareness helps you understand both your strengths and your limitations.
The difference between the work you “get to” do and the work you “have to” do.
Why growth can accelerate when you build a team that allows people to operate in their unique strengths.
How preparation and honest feedback help you show up with greater confidence in important conversations.
Why advisors should prepare for client meetings with the same intentionality someone would bring to an important interview.
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22 min
September 16E 209 - Working Harder Won’t Transform Your Practice
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Join Sten and a room full of elite advisors in Nashville for EliteAdvisor Live, a 2-day accelerator on October 5-6. Reserve your spot at https://EliteAdvisorLive.com/WES
Sometimes the biggest thing Stending between where your practice is today and where you want it to go isn’t effort. It’s continuing to operate from the same playbook.
In this episode of From Busy to Rich, Wes welcomes Sten Morgan back to the podcast for a conversation about the skills and mindset shifts that can fundamentally change an advisor’s practice. They explore why communication matters as much as technical knowledge, what it means to get paid for advice itself, and why application—not more information—is where transformation actually happens.
In This Episode:
Why doing more of what you’re already doing may grow your practice without actually transforming it.
The communication skills that help prospects underStend your value and take action.
Why the future of financial advice may require advisors to see advice itself as the product.
How stepping outside your normal routine and investing in yourself can accelerate growth.
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21 min
September 09E 208 - The Future Belongs to the Capable
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Connect with Scott:
DinnerTable: dinnertable.com
Instagram: @imscottdonnell
LinkedIn: Scott Donnell
Podcast: Smart Money Parenting
Book: Value Creation Kid
What will separate the people who thrive in the future from everyone else?
In Part 2 of Wes’s conversation with Scott Donnell, they move beyond traditional ideas about success to explore value creation, entrepreneurial thinking, leadership, habits, momentum, and resilience. Scott challenges the idea that credentials or money should be the goal and instead makes the case for developing the ability to think, solve problems, serve others, and create meaningful value.
In This Episode
Why the future may belong to the capable rather than the credentialed.
How asking better questions develops stronger thinkers, leaders, and teams.
Why momentum and consistent habits can be more powerful than ambitious goals.
How to face challenges in a way that makes you stronger instead of simply getting through them.
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37 min
September 02E 207 - Build a Legacy That Outlasts Your Wealth
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What does it really mean to leave a legacy?
In Part 1 of this conversation, Wes sits down with Scott Donnell to explore why preparing the next generation requires more than passing down wealth. They discuss responsibility, incentives, healthy struggle, family systems, and the skills kids need to become capable adults.
In This Episode
Why what you build into your kids may matter more than what you leave to them.
How responsibility, freedom, and incentives can help children develop real-world capability.
Why solving every problem for your kids can unintentionally prevent them from learning to solve problems themselves.
How healthy struggle and intentional family systems can prepare the next generation to thrive.
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45 min
August 30E 206 - How Are You Showing Up?
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Some conversations are worth revisiting.
This week, we’re bringing back a conversation with Michael Scovel about what it really takes to stand out. While the discussion begins with interviews, the lessons extend far beyond landing a job. Preparation, self-awareness, coachability, communication, and confidence all influence how we show up with prospective clients, team members, and the people around us.
In This Episode
Why preparation and research can set you apart in an interview or client meeting.
What your response to feedback reveals about your coachability and self-awareness.
Why concise communication and reading social cues are essential for stronger conversations.
How gratitude, confidence, and preparation can help you stand out for the right reasons.
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45 min

About From Busy to Rich

From the publisher's feed

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…