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.

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In today’s episode we will cover:

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.

In this episode of "From Busy to Rich," host Andy and Wes wrap the series as they delve into the art of effective meetings for financial advisors. They discuss the critical role of first impressions and the necessity of earning clients' trust early on. Wes shares his strategies for setting up initial meetings that are comfortable, conversational, and client-focused. They underscore the importance of clear and simple communication, aiming to establish trust and demonstrate value. Wes also introduces his upcoming learning series, designed to further develop financial advisors' meeting skills.

Click here to watch the video version.

In today’s episode we will cover:

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.

In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for new advisors to effectively set up meetings with potential clients. They emphasize the importance of being genuine, clear, and emotionally intelligent when communicating with clients. Wes shares his early career experience, highlighting the need to build trust and negotiate the benefit of the doubt. He suggests a transparent approach, including the possibility of partnering with experienced advisors to bolster credibility. Andy advocates for setting realistic time expectations for meetings.

 Click here to watch the video version.

In today’s episode we will cover:

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.

In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for financial advisors to earn trust and establish rapport with potential clients. Wes shares his experience with a high-net-worth individual, emphasizing the need to negotiate the benefit of the doubt, build common ground, and focus on the client's needs. They explore the importance of mindset, genuine conversation, and continuous self-improvement. The conversation highlights how advisors can overcome doubts, demonstrate their value, and foster successful client relationships through intentional dialogue and trust-building.

Click here to watch the video version.

In today’s episode we will cover:

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.

In this episode of "From Busy to Rich," host Andy and Wes 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. The conversation covers strategies for dealing with workplace negativity, advocating for open communication and boundary setting. Additionally, they highlight self-awareness, emotional intelligence, and personal accountability as key to maintaining a positive internal dialogue and overall mental well-being.

Click here to watch the video version.

In today’s episode we will cover:

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.

In this episode of "From Busy to Rich," host Andy and Wes discuss the critical practice of mid-year course correction for advisors. They highlight the value of quarterly planning and taking time away from the usual environment to reflect and set actionable goals for the next 60 days. The conversation centers on the connection between intentional planning, profitability, and quality of life, offering practical strategies for advisors to assess and enhance their current situation for excellence in both professional and personal realms.

CLICK HERE TO WATCH THE VIDEO VERSION.

In today’s episode we will cover:

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.

In this episode of "From Busy to Rich," host Andy and guest Wes delve into the crucial decision of when financial advisors should hire their first employee. They discuss the benefits of hiring for profitability and improved quality of life for both advisors and clients. Wes shares his own struggles as a solo practitioner and the importance of recognizing when to delegate tasks. The duo addresses the fears surrounding hiring, advising listeners to view it as an investment rather than a cost. They stress the need for a clear job description, the courage to embrace change, and the importance of aligning hires with the business vision.

CLICK HERE TO WATCH THE VIDEO VERSION.

In today’s episode we will cover:

 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. Click here to download the TTT tool.

In this episode of the "From Busy to Rich" podcast, host Andy and Wes delve into the concept of "the gap" in relationships, particularly in business. They discuss how gaps between expectations and experiences can be filled with trust or suspicion, and the positive impact of choosing trust. This principle is applicable to client relationships, internal team dynamics, and personal well-being. They emphasize the importance of open communication and assuming the best in others to foster positive, productive relationships and a supportive team environment. They encourage listeners to adopt this mindset for improved individual and team dynamics.

CLICK HERE TO WATCH VIDEO VERSION.

In today’s episode we will cover:

 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.

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.

CLICK HERE TO WATCH THE VIDEO VERSION.

In today’s episode we will cover:

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.

In this podcast episode, hosts Wes and Andy debunk the idea that more customers are the key to a better advisory practice, instead highlighting the power of referrals. They discuss the ineffectiveness of traditional referral methods, like policy wallets, and the importance of creating a process that naturally attracts clients. Wes uses a mission trip story to illustrate the significance of meaningful engagement over superficial metrics. The duo acknowledges advisors' skepticism but emphasizes the need for a process that resonates with clients' aspirations, leading to organic referrals and sustainable business expansion.

CLICK HERE TO WATCH THE VIDEO VERSION.

In today’s episode we will cover:

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.