From Busy to Rich

By Wes YoungBusiness Entrepreneurship Careers Management

From Busy to Rich episodes

July 17, 2024E96 – The Power of Alignment!
In this episode of "From Busy to Rich," host Andy and Wes explore the concept of alignment in business, and the four levels of entrepreneurial evolution. They discuss the importance of aligning capital with personal values and the transition from micromanaging to building a strong team. Wes emphasizes the "who not how" mindset, empowering leaders, and creating a self-managed company. They highlight the ultimate goal of a self-multiplying team, leveraging unique abilities for maximum growth. The conversation underscores the need for regular realignment, energy management, and fostering a culture of continuous improvement.
Click here to watch the video version.
In today’s episode we will cover:
Power of alignment in business
Four levels of entrepreneurial evolution
Importance of aligning capital with personal values
Transitioning from "rugged individual" stage to building a strong team
Shifting to a "who not how" mindset for business growth
Creating a self-managed company by replacing oneself with leaders
Leveraging talents and unique abilities for maximum impact
Concept of self-multiplying at level four
Importance of emotional maturity and long-term vision for growth
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 Learning Series - click here for information on how to sign up.
28 min
July 10, 2024E95 – Four Levels of Delegation
In this episode of "From Busy to Rich," host Andy and Wes explore the four levels of delegation. They explain each level: gathering information, informed progress, informed results, and ownership. Emphasizing the importance of clear communication, they discuss how understanding these levels can lighten leaders' mental loads and foster trust within teams. They also stress the need for celebrating the ownership level of delegation and plan to create a series of shorts on these concepts for their listeners.
Click here to watch the video version.
In today’s episode we will cover:
Four levels of delegation
Importance of clear communication and understanding of delegation levels
Tension and potential misunderstandings in delegation
Examples and insights into applying delegation levels
Impact of delegation on reducing mental load and creating a healthier business environment
Celebrating and acknowledging the ownership level of delegation
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 Learning Series™ - click here for information on how to sign up.
33 min
July 03, 2024S16E2 – Random Thoughts on Leadership: Run Towards What you Want!
In this episode of "From Busy to Rich," hosts Andy, Wes, and Justin discuss the importance of being intentional and focusing on moving towards desired goals rather than away from undesired situations. They explore themes of leadership, personal development, and the financial planning industry. The conversation emphasizes the need to challenge default settings, clarify what a rich life means, and align actions with true values. By defining success and setting clear intentions, they argue that individuals can achieve more meaningful progress and avoid the pitfalls of aimless business.
Click here to watch the video version.
In today’s episode we will cover:
Being intentional and focusing on moving towards what one wants rather than away from what one doesn't want
Leadership and personal development
Financial planning industry
Challenging default settings
The importance of defining what "winning" looks like
Articulating a rich life and aligning goals with clients
The power of frustration as a motivator for growth
Channeling business towards what truly matters
Setting clear intentions for progress
Avoiding getting caught up in activities that don't align with goals
We hope you enjoy this episode, and we 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 Learning Series™ - click here for information on how to sign up.
30 min
June 26, 2024S16E1 – Random Thoughts on Leadership: Default Settings
In this episode of "From Busy to Rich," host Wes and Justin explore the concept of default settings and their impact on decision-making in personal and professional contexts. They illustrate how default settings can limit potential and emphasize the importance of challenging these norms. They stress the need for intentionality in challenging defaults and mention upcoming resources like the book "Unreasonable Hospitality" and the Transform Learning Series™ class for financial advisors.
Click here to watch the video version.
In today’s episode we will cover:
Default settings and their impact on decision-making
Challenging default settings in personal and professional life
Creating a rhythm for challenging the norm and implementing new ideas
Being intentional
Embracing change for growth and success
We hope you enjoy this episode, and we 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 Learning Series™ class - click here for information on how to sign up.
18 min
June 19, 2024E92 – Unleashing Business Potential: The Transform University Program
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.
Click here to watch the video version.
In today’s episode we will cover:
Introduction to Transform University program
Purpose and mindset for transformational growth in business
Importance of increasing profitability and quality of life
Normal and new mentality
Overcoming barriers to change
Tangible benefits of the Transform University program
Creating an annual engagement process for clients
Making asking for referrals irrelevant
Seizing new areas of opportunity
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.
28 min
June 12, 2024S15E3 – Influence: Negotiating the Benefit of the Doubt Part 3
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:
Setting up initial meetings with a focus on creating a comfortable and conversational atmosphere
Being concise and making the meeting about the client's needs and interests
Establishing trust and demonstrating value to the client
Significance of simplicity and clarity in communication
Continuous improvement of skills in communication for advisors
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.
15 min
June 05, 2024S15E2 – Influence: Negotiating the Benefit of the Doubt Part 2
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:
Importance of negotiating the benefit of the doubt when setting up meetings with potential clients
Being genuine and clear in approach to gain trust and interest of clients
Importance of emotional intelligence in client interactions
Setting realistic time expectations for meetings
Ineffective approach of inviting contacts
New narrative for approaching potential clients
Emphasizing the need for emotional intelligence in client interactions
Strategies for building entry influence with clients
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.
19 min
May 29, 2024S15E1 – Influence: Negotiating the Benefit of the Doubt Part 1
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:
Importance of negotiating the benefit of the doubt when meeting with prospects
Establishing common ground and building trust with prospects
Emphasizing the need to convey competence and likability
Reflecting on the challenges and attitudes required to succeed in the financial advising industry
Shifting the focus from wanting something from the client to wanting something for the client
Dedication and intentionality required to negotiate doubts effectively
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.
33 min
May 22, 2024E88 – People Walking Through Your Head with Dirty Feet
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:
Importance of managing thoughts and interactions within our minds
Gandhi's quote "I will not let anyone walk through my mind with their dirty feet"
Importance of self-awareness and emotional intelligence in managing responses to external triggers
Handling negative attitudes and complaints within the workplace
Fostering open communication and setting boundaries to prevent negativity in team dynamic
Significance of self-reflection and personal accountability in managing mindset
Impact of own thoughts and behaviors on mental well-being
Practical strategies for maintaining a positive and productive mental state in various interactions and environments
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.
20 min
May 15, 2024E87 – Mid-Year Course Correction
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:
Importance of mid-year course correction
Practical strategies for evaluating and improving current situation
Significance of quarterly planning for profitability and quality of life
Emphasis on intentional planning and focused effort
Value of getting out of one's normal environment for reflection and planning
Practical strategies for setting goals and driving positive change
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.
23 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…