From Busy to Rich

From Busy to Rich

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From Busy to Rich episodes

  • E 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
      • E 211 - FBTR Episode 211- Stop Answering Questions Nobody Asked featuring Chris Fenning

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        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
          • E 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
              • E 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
                  • E 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
                      • E 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
                          • E 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
                              • E 205 - Build a Business That Doesn't Need You

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                                Building a valuable advisory practice isn't just about growing AUM or increasing revenue. It's about intentionally creating something that can continue without you.

                                In this episode of From Busy to Rich, Wes and Justin sit down with Andrew Mirolli to explore succession planning, business value, culture, and the questions advisors should be asking long before they're ready to step away. They also dig into an often-overlooked part of succession: knowing what you want your life to look like after the business.

                                In This Episode
                                • Why succession planning should begin years before you're ready to sell.
                                • How culture, relationships, and legacy can matter as much as the financial terms of a deal.
                                • What advisors should focus on at different stages of their careers to increase long-term business value.
                                • Why systems, processes, and a next-generation team can make a practice more transferable.
                                • How to create a meaningful “third act” so you're not left wondering who you are without the business.
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                                    51 min
                                  • E 204 - The Gap Never Goes Away

                                    The gap between where you are and where you want to be never completely disappears. As life changes, the gap simply moves.

                                    And that isn't necessarily a bad thing.

                                    In this episode, Wes explores how ambition, gratitude, faith, and even resistance can work together to move us toward a richer life. Through personal stories and the story of Peter, he challenges us to think differently about the future we're pursuing—and the decisions that may not make sense today but could change everything tomorrow.

                                    In This Episode

                                    • Why the gap between where you are and where you want to be never goes away.

                                    • How to pursue a bigger future without missing the good in your life today.

                                    • Why resistance and difficult decisions can create some of life's greatest satisfaction.

                                    • What Peter's "because you say so" moment teaches us about faith and obedience.

                                    • Why the future God has for us may be bigger than the one we can imagine ourselves.

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                                        38 min
                                      • E 203 - Don't Deny Reality. Deny Finality.

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                                        Success rarely follows a straight line.

                                        Every entrepreneur faces setbacks, uncertainty, and seasons that test their resolve. The difference isn't avoiding challenges—it's learning how to grow through them.

                                        In this episode, Wes sits down with longtime friend and entrepreneur Warb to discuss building businesses, embracing adversity, and the lessons that only come through experience. From starting a company in a garage with dial-up internet to leading an international business, Warb shares why wisdom comes from application, why great leaders take ownership, and how every challenge can prepare you for what's next.

                                        In Today's Episode
                                        • Why challenges are opportunities to grow—not obstacles to avoid.
                                        • The difference between knowledge and wisdom.
                                        • How taking ownership changes the trajectory of your life and business.
                                        • Lessons learned from entrepreneurship, leadership, and battling cancer.
                                        • Why embracing today's struggles prepares you for tomorrow's opportunities.
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                                          • 38 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…

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