In this episode of "From Busy to Rich," hosts Wes and Andy 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. They cover strategies for dealing with workplace negativity, advocating for open communication and boundary setting.

In today’s episode we will cover:

Have a question for us to answer on the podcast? Let us know here!

Check out additional resources at www.wesyounglive.com.

Transform Learning Series - click here for information on how to sign up. 

In this episode of "From Busy to Rich," hosts Wes and Justin explore financial health as an ongoing journey, not a fixed destination. They challenge the belief that more money alone brings peace, emphasizing holistic well-being—balancing finances, relationships, health, and personal fulfillment. They offer actionable strategies for building discipline, reflecting on past achievements, and creating a richer, more balanced life beyond just accumulating wealth.

In today’s episode we will cover:

Have a question for us to answer on the podcast? Let us know here!

Check out additional resources at www.wesyounglive.com.

Transform Learning Series - click here for information on how to sign up. 

In this episode of "From Busy to Rich," hosts Wes and Justin interview business strategist Alicia Byers. Alicia shares practical strategies for financial advisors to authentically grow their businesses by enhancing client experiences, leveraging personal strengths, and building supportive teams. 

In today’s episode we will cover:

Have a question for us to answer on the podcast? Let us know here!

Check out additional resources at www.wesyounglive.com.

Transform Learning Series - click here for information on how to sign up. 

Want to hear more from Alicia? Check out below for ways to follow or get in touch!

Email Alicia at [email protected]

Schedule directly with her here: https://calendly.com/byersstrategygroup/new-meeting

Catch her podcast, The Uncommon Advisor here: https://podcasts.apple.com/us/podcast/the-uncommon-advisor/id1833056217

In this episode of "From Busy to Rich," hosts Wes and Justin interview Jerry Morgan, President and CEO of Texas Roadhouse. Jerry shares his 27-year journey from managing partner to CEO, emphasizing the importance of maintaining high standards in service and food quality. He discusses the company's culture, leadership principles, and commitment to community engagement.

In today’s episode we will cover:

Have a question for us to answer on the podcast? Let us know here!

Check out additional resources at www.wesyounglive.com.

Transform Learning Series - click here for information on how to sign up.

For today’s episode of "From Busy to Rich," we reached back into the archive to revisit the timely conversation where host Wes Young engages with Michael Broderick, a seasoned financial advisor from Boston. Michael shares his nearly 30-year journey in the financial advisory business, emphasizing the importance of holistic planning, lifelong learning, and effective client communication. He discusses the challenges of implementing change within an organization, the significance of having a clear vision, and the iterative process of improvement. Michael also highlights the need for collaboration among advisors and the value of continuous education. His insights provide valuable lessons for both new and experienced advisors.

In today’s episode we will cover:

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.

In this episode of the "From Busy to Rich" podcast, hosts Wesley Young and Justin Lakin explore the crucial difference between inheritance (tangible assets) and heritage (values, wisdom, and traditions) in financial planning. Using examples like the Vanderbilts and Rockefellers, they highlight how intentional heritage planning sustains wealth across generations. The discussion covers creating family constitutions, overcoming resistance to change, and embracing fear as a catalyst for growth. Listeners are encouraged to help clients build lasting legacies by integrating strategic asset management with purposeful family culture and values, ensuring both financial and personal prosperity for future generations.

In today’s episode we will cover: 

Family Constitution Examples

We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

In this episode of the "From Busy to Rich" podcast, we travel back to a dynamic conversation where hosts Andy and Wes discuss the importance of focusing on the client's story rather than just selling products or strategies in financial advising. They explain that successful advisors engage with clients on a deeper level, beyond just selling products or strategies. They also discuss the importance of technology in financial planning and the concept of "mature simplicity" in financial advising.

In today’s episode we will cover:

We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

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.

In today’s episode we will cover:

Visit Zocks to learn more!

We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Mark Gilbert, CEO and co-founder of Zocks, an AI startup transforming financial advisory work. Mark shares how Zocks streamlines client data capture, automates notetaking, and simplifies form filling, freeing advisors from administrative tasks. The conversation explores the challenges of adopting new technology, the importance of customizing workflows, and how AI tools like Zocks empower advisors to focus on client relationships and business growth. 

In today’s episode we will cover:

Visit Zocks to learn more!

We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

 If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series. 

In this episode of "From Busy to Rich," we dove back into the archives where hosts Wes and Justin welcome Dev Warren, an experienced business advisor. The discussion, inspired by Jamie Kern Lima's book "Worthy," focuses on helping financial advisors enhance their profitability and quality of life. Dev shares his career journey, emphasizing the importance of mentorship and seizing opportunities. He discusses the challenges entrepreneurs face when they hit a plateau and the need for adaptability and strategic hiring. They encourage listeners to embrace new ideas, trust their teams, and design a life aligned with their values and passions.

In today’s episode we will cover:

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.

If you’re interested in learning more about Dev Warren and what his team does you can find out more on his website   https://ascendantadvisory.com/, or you can email him directly at [email protected].

Here is a link to the book by Jamie Kern “Worthy”  https://worthybook.com/.