In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and client impact: the legacy letter.

Blake shares the unforgettable story of losing his father in a tragic accident at 19 years old—and the life-changing letter his father left behind. That letter shaped how Blake grieved, how he grew, and ultimately how he now serves thousands of families.

Together, Wes and Blake unpack:

If you’re a financial advisor who talks about family legacy, estate planning, or holistic wealth… this episode may permanently shift how you define value.

Your clients don’t just need a distribution plan.

They need clarity, love, and intentionality passed forward.

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Nobody talks about the 15 prep meetings they did before a client call, but they do remember the one where everything just clicked. 

In this episode, host Wes Young and co-host Justin Lakin unpack the Mind Vault Method: a repeatable, tech-enabled strategy that transforms advisor meeting prep from exhausting and chaotic to focused, creative, and scalable.

You’ll hear how this method was born from burnout, why Loom videos beat Monday marathons, and how paraplanners can level up into strategic thinkers using real-time feedback loops. They also share a four-question framework to ensure every client meeting delivers clarity, direction, and energy for both the client and the advisor.

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In this episode of "From Busy to Rich," host Wes Young interviews his personal physician, Dr. John Lamansky, about the intersection of health, entrepreneurship, and financial planning. Dr. Lamansky shares his journey from traditional medicine to a preventive, data-driven approach focused on optimizing health for high performers. 

In today’s episode we will cover:

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Nobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence.

You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and frameworks you can use to bring immediate value to clients, without crossing compliance lines or becoming a CPA. Wes also shares a powerful mindset shift: when you start seeing the tax code as a playbook instead of a problem, you unlock a new level of client transformation and professional referability.

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In this episode of "From Busy to Rich," hosts Wes Young, Justin Lakin, and guest Michael Scovel continue their discussion on the importance of self-awareness and understanding personal strengths in financial services careers. They explore the "working genius" framework, leadership styles, and the balance between energizing ("get to") and necessary ("have to") tasks. 

In today’s episode we will cover:

Self-awareness in professional roles.

The concept of "working genius" and its impact.

Differentiating between energizing tasks ("get to" tasks) and obligatory tasks ("have to" tasks).

Leadership styles in financial services: developers, recruiters, and pioneers.

The significance of open communication between leaders and team members.

Techniques for engaging clients and understanding their needs through research and insightful questioning.

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Get the books and learn more about Michael Scovel here!

Checkout previous episode with Mike here!

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What happens when business partners don’t plan for the unexpected?

In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin tackle a complex but critical aspect of estate planning: what happens to a business when one partner passes away, and how to avoid the unintended consequences that can follow.

Wes shares real-life stories of business owners who lacked buy-sell agreements, revealing how the absence of clear planning can lead to friction, stalled growth, and strained family dynamics. The conversation expands beyond logistics to explore how business owners can intentionally pass down values, expectations, and vision, creating not just an inheritance but a living heritage.

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In this episode of "From Busy to Rich," hosts Wes Young, Justin Lakin, and frequent guest Michael Scovel dive into the art of effective communication. They discuss the importance of preparation, researching people or companies, and handling unexpected situations with adaptability and gratitude. They also explore how strengths and weaknesses are interconnected, and why authentic confidence—balanced with humility—is crucial. 

In today’s episode we will cover:

Strategies for preparing for meetings, including research.

Handling unexpected situations during client interactions.

Parallels between job interviews and client interviews in business.

Importance of being concise and reading social cues.

The impact of feedback and coachability.

The importance of authenticity and honesty in responses.

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Get the books and learn more about Michael Scovel here!

Checkout previous episode with Mike here!

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What happens after the estate plan is written? 

In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the essential conversations financial advisors must lead during the Direction Phase, especially those around inheritance, legacy, and the deeper meaning of heritage.

Wes shares powerful stories contrasting the Vanderbilt and Rockefeller family legacies, offering real-world examples of how planning, or lack thereof, can shape generational outcomes. Together, Justin and Wes break down their team’s meeting structure, tools like Planning Shepherd, and how they help clients visualize the impact of estate decisions on income and legacy.

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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Steve D’Annunzio, founder of the Soul Purpose Institute. They explore personal development and leadership through the lens of soul archetypes, emphasizing the importance of understanding one’s strengths and weaknesses. Steve outlines five leadership levels, the role of spiritual awareness, and the value of stewardship. Listeners are also invited to access free resources from Steve’s institute.

In today’s episode we will cover:

Understanding unique strengths and weaknesses through archetypes

Leadership levels and their significance in personal growth

The importance of spiritual awareness and stewardship

Strategies for financial advisors and business owners to enhance leadership

The impact of diverse strengths within teams on achieving goals

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Learn more about Steve’s work at Soul Purpose Institute!

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What’s next after a client says “yes” to working with you?

In this episode of From Busy to Rich, host Wes Young and co-host  Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload.

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 E167 - The New Client Experience: Location

 E169 - The New Client Experience: Expectation

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