From Busy to Rich

By Wes YoungBusiness Entrepreneurship Careers Management

From Busy to Rich episodes

December 04, 2024E116 – The Greatest Secrets to Successful Leadership and Engagement
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In this episode of "From Busy to Rich," host Wes Young welcomes Pastor Rob from Shoreline Church in Austin, Texas. The discussion focuses on leadership, engagement, and building a successful organization. Pastor Rob shares insights on the church's operations, emphasizing the importance of the whole team and the journey of establishing the church from scratch. They key in on the significance of initial hires, transitioning from sole proprietorship to organizational leadership, authenticity in leadership, and empowering team members. The episode offers valuable lessons for financial advisors and leaders on fostering a culture of appreciation and collaboration.
In today’s episode we will cover:
Role of teams in organizational success and operations.
The significance of initial hires and their impact on organizational growth.
Transitioning from sole proprietorship to organizational leadership for scalability.
Authenticity in leadership and its effect on trust and relationships.
Empowering team members to take on responsibilities for greater efficiency.
Spiritual dimensions of leadership and serving others with pure intentions.
Building credibility and vision in the early stages of an organization.
Celebrating and recognizing teammates to foster community engagement.
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 University series.
37 min
November 27, 2024E115 – How to Add Massive Value to Year-End Planning
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin focus on year-end planning strategies for financial advisors. They emphasize the importance of adding value to year-end planning by maximizing tax efficiency for clients. They discuss various tax-saving opportunities such as S Corporation elections, the Augusta Rule, cost segregation studies, and more! Wes encourages advisors to proactively engage with clients and their CPAs to uncover potential tax savings, thereby enhancing clients' profitability and quality of life.
In today’s episode we will cover:
Year-end planning strategies and ideas
Importance of helping maximize tax efficiency for clients
Need for financial advisors to improve tax knowledge
Proactive engagement with clients and their CPAs
Identification of potential tax savings opportunities
Use of tools like Holistiplan for tax analysis
Positioning advisors as trusted partners in clients' financial journeys
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 University series.
20 min
November 20, 2024E114 – Why Crisis Can Be the Perfect Starting Point For Success
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin delve into guest Leslie Danford's inspiring journey of launching her health-focused beverage company, Vitaminis, amidst a number of converging challenges. Leslie, a mother of four, shares her motivations, challenges, and lessons learned in balancing family life with entrepreneurship. The discussion highlights the importance of execution over knowledge, overcoming self-doubt, and engaging with the community. Leslie's story emphasizes perseverance, responsible growth, and the significance of taking actionable steps despite uncertainties, offering valuable insights for aspiring entrepreneurs.
In today’s episode we will cover:
Leslie's entrepreneurial journey
Balancing family life while managing a business.
Overcoming self-doubt and the importance of taking actionable steps in entrepreneurship.
The significance of execution over knowledge in achieving business goals.
Engaging with the community to refine product offerings.
Financial considerations and the complexities of scaling a business sustainably.
Mindset challenges and the cyclical nature of growth in the entrepreneurial journey.
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 University series.
Follow Leslie’s story here –
LinkedIn: https://www.linkedin.com/in/leslie-danford/
Instagram: https://www.instagram.com/vitaminisbrand/
25 min
November 13, 2024E113 – The Ultimate Guide to Real Financial Planning with Carl Richards
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This week we thought we would revisit an old episode reflecting on the question “what is real financial planning?” In this podcast episode, Wes and Justin welcome Carl Richards as a special guest. They discuss the concept of "real financial planning" and aligning one's use of capital with what is important to them. Carl emphasizes the importance of recognizing human tendencies and biases in financial decision-making and encourages a mindset of curiosity and experimentation. They also explore the role of financial planners as guides in a changing landscape and navigating uncertainty. Carl introduces the Society of Advice, a monthly membership program that focuses on personal growth and self-discovery. The episode concludes with a discussion on trusting one's intuition and making meaningful decisions.
In today’s episode we will cover:
The essence of “Real Financial Planning”
Transforming from Defenders to Guides
Navigating risks and uncertainty
The power of reflection
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 want to learn more about Carl Richards and all the great work he has done we encourage you to visit his website at The Society of Advice. Maybe you’re interested in taking your own planning in a new direction, in that case we would love to have you join us in one of our comingTransform Learning Series™. You can learn more at wesyounglive.com. Again, thank you for joining and we look forward to next time.
Follow Carl Richards –
LinkedIn
Instagram
Twitter
34 min
November 06, 2024E112 – The Dance of Peak Performance Teams Part 3
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In this episode of "From Busy to Rich," join hosts Wes and Justin as they continue to explore the concept of peak performance teams. They discuss three essential traits: Empower, Transform, and Persist. Empowerment involves creating an uplifting atmosphere where team members take ownership. Transformation focuses on continuous improvement and embracing change. Persistence, or "savage persistence," emphasizes steadfastly pursuing goals despite challenges. They encourage listeners to reflect on these concepts and implement them to foster a culture of excellence and high performance within their own teams.
In today’s episode we will cover:
Traits and characteristics of high-functioning teams
Differences between employees and team members
Importance of understanding individual strengths
Empowerment within teams
Embracing change and innovation
The significance of persistence in achieving goals
Strategies for fostering engagement and motivation among team members
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. 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.
28 min
October 30, 2024E111 – The Dance of Peak Performance Teams Part 2
Click here to watch the video version.
In this episode of "From Busy to Rich," join hosts Wes and Justin as they discuss "the dance of peak performance teams." They emphasize the importance of aligning team members to work cohesively. They explore strategies such as defining the organization's goals and purpose, establishing a rhythm for team activities, and using technology to create efficient collaboration. Wes highlights the need for continuous improvement and avoiding burnout through structured rhythms.
In today’s episode we will cover:
Importance of team alignment for peak performance
Defining organizational goals ("what") and purpose ("why")
Establishing a structured rhythm for team activities
Continuous improvement of processes for efficiency
Strategies to avoid team burnout
Encouraging creativity through effective preparation
Role of leadership in fostering team collaboration
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. 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.
21 min
October 23, 2024E110 – The Dance of Peak Performance Teams
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In this episode of "From Busy to Rich," join hosts Wes and Justin as they explore the complexities of building and sustaining peak performance teams, with a focus on strategic hiring. They discuss the distinction between employees and team members, advocating for hiring action-oriented "doers" over mere "thinkers." Wes and Justin provide valuable insights and practical strategies for enhancing team dynamics and overall effectiveness.
In today’s episode we will cover:
Building and sustaining peak performance teams
Distinction between employees and team members
Assessment of team roles and responsibilities
Strategies for enhancing team effectiveness and overall performance
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. 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.
Click Here For Free Trial Access to the Time Talent Transformation Tool!
28 min
October 16, 2024E109 – The Best Strategies for Building a Thriving Financial Advisory Practice
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In this episode of "From Busy to Rich," join host Wes on location as he interviews Gordon Parker, a financial advisor with 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model and emphasizes the significance of hiring the right team members. They offer valuable insights into growing a financial advisory practice by focusing on relationships and team dynamics.
In today’s episode we will cover:
Team structure and dynamics in financial advisory practices
Building strong client relationships
Evolutions in the advisory industry
Challenges faced by financial advisors when starting their careers
Navigating growth and change within a financial advisory practice
Flexibility in business operations and client interactions
Focus on ideal clients while managing a broader client base
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. 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.
32 min
October 09, 2024E108 – Successful Change Management
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In this episode of "From Busy to Rich," 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:
The role of lifelong learning and continuing education in professional development.
Effective communication strategies for engaging with clients.
Strategies for embracing and managing change within an organization.
The importance of having a clear vision for guiding organizational change.
Tools and methods for assessing and improving organizational practices.
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.
Have a question for us to answer on the podcast? Let us know here!
25 min
October 02, 2024E107 – Untapped Opportunity: Tax Dance
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This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore untapped opportunities in the financial advisory industry, emphasizing the importance of tax intelligence and collaboration with CPAs. Wes shares a story about two shoe salesmen to illustrate different mindsets towards opportunities. Their discussion highlights how integrating tax planning can enhance financial advisors' practices, improve client relationships, and increase profitability. They also provide resources like the narrative checklist and recommend tools and podcasts to help advisors deepen their tax knowledge and better serve their clients.
In today’s episode we will cover:
What are the untapped opportunities in the financial advisory industry
Importance of tax intelligence in financial planning
Coordination between financial advisors and CPAs (Certified Public Accountants)
Mindset differences
Proactive client engagement in tax discussions
Practical strategies for improving tax intelligence among advisors
Resources and tools available for advisors to enhance tax planning
Ongoing learning and adaptation to changes in the tax code
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.
Get two week’s free access to the Transform Narrative Checklist!
Mike Jesowshek Small Business Tax Savings Podcast
TaxElm
Have a question for us to answer on the podcast? Let us know here!
24 min

About From Busy to Rich

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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…