From Busy to Rich

By Wes YoungBusiness Entrepreneurship Careers Management

From Busy to Rich episodes

December 20, 2023S12E2 – If I Wasn’t Doing This, I’d Still Be Doing This – Playing An Infinite Game Part 1
Are you playing the right game? In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the concept of playing an infinite game in business, as explained by Simon Sinek in the book "The Infinite Game". They explore the difference between finite and infinite games, emphasizing the importance of focusing on continuous growth and adaptation in business rather than winning or losing. They also discuss the significance of having a clear "just cause" and being open to new ideas.
Click here to watch video version.
In today’s episode we will cover:
The concept of playing an infinite game in business
The difference between finite games and infinite games
Winning in business is not about beating others, but instead is about continuous growth and adaptation
There are five imperatives to playing the infinite game
The imperative of advancing a Just Cause
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up. If you would like a copy of the Task Matrix Wes mentioned in the show you can download a copy here.
34 min
December 13, 2023S12E1 – If I Wasn’t Doing This, I’d Still Be Doing This
In this episode of "From Busy to Rich", hosts Wes Young and Justin Lakin discuss the concept of creating a life and work that one never wants to retire from. Wes shares a conversation with an advisor, who at 78, continues to innovate in his organization. They discuss the importance of finding a leader and organization one admires. They also introduce a concept from David Salyers, CCCP (Competence, Capacity, Contribution, and Promotion), and emphasize the need for organizations to define success for each role.
Click to watch video version.
In today’s episode we will cover:
Creating a life and work that you never want to retire from
CCCP (Competence, Capacity, Contribution, and Promotion),
Creating more capacity and efficiency in work
Regularly reassessing passions and interests, and the importance of intentionality in creating an organization
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up. If you would like a copy of the Task Matrix Wes mentioned in the show you can download a copy here.
Luke Combs: Doin' This
35 min
December 06, 2023S11E7- From Waiting Tables to Financial Advisor: Ryan Daus’ Unconventional Journey
In this episode of "From Busy to Rich", Andy and Wes chat with Ryan Daus about his journey in the financial advisory business. Ryan shares his experiences, from starting as an intern to building a successful business. He emphasizes the importance of a strong team, client care, and a fee-based structure. Ryan also discusses his future aspirations, the importance of transparency in leadership, and his fears about the future. The conversation also touches on the value of delegation, the need for self-reflection, and the balance between profitability and quality of life.
Click here to watch video version.
In today’s episode we will cover:
A journey in the financial advisory business
Not all cupcakes and rainbows, challenges faced by advisors in the industry
Importance of taking care of clients and delivering on promises
Building a business vs having a job
Next level of growth for advisors with a staff
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.
42 min
November 29, 2023S11E6- Why You Don’t Do It Part 4
In this episode of "From Busy to Rich", host Andy, Wes, and Justin continued the discussion on why advisors don’t do the things they want to, or know they should do. They discussed the importance of renewing one's mind to an exciting vision and a grateful condition. They emphasize the need to appreciate the present while working towards future goals. They also stress the importance of celebrating small achievements, referring to a Harvard Business School study that shows how this enhances motivation. They recommend sharing individual wins to foster a culture of appreciation and motivation.
Click here to watch video version.
In today’s episode we will cover:
Clearly defined vision
Reminding oneself of what is already known
Adding fuel and energy to reach an exciting vision
Setting and celebrating short term goals on the way to a bigger vision
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.
18 min
November 22, 2023S11E5- Why You Don’t Do It Part 3
In this episode, Andy, Wes, and Justin continue in a conversation about why advisors don’t do the things they intend to do. They discuss the importance of regular self-reminders and having a clear, exciting vision for one's life. They discuss the challenges of information overload and the need for a system to prioritize and remember key ideas and actions. They emphasize the importance of not settling for less and staying motivated towards one's vision, even in the face of obstacles. They also highlight the role of advisors in maintaining alignment with one's vision and the dangers of not having a filter when accepting opportunities.
Click here to watch video version.
In today’s episode we will cover:
How people often need to be reminded more than instructed
Challenge of constantly seeking new information
Systems for prioritizing ideas
Having a clear destination
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.
27 min
November 15, 2023S11E4- The Art of Getting Things Done
In this special episode on the "From Busy to Rich" podcast, we share a recent interview Wes had with Brandon Snyder on the Pursuing Alpha podcast. They discussed the importance of holistic financial planning, and explain their approach to helping clients prioritize their financial goals and providing specialized services. They also discussed the importance of enjoying the journey towards financial milestones and the role of mindset in this process. Wes and Brandon close with a discussion on the value of personal growth and the impact one can have on others.
Click to watch video version.
In today’s episode we will cover:
Importance of deep conversations with clients and structured meeting approach
Growth and success in building their practices
Client communication and organizational practices within their firm
Importance of being process-driven and calendar-driven with clients
Designing one's life and questioning societal defaults
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.
Hear more from Brandon and the Pursuing Alpha Podcast by following below:
Facebook: @alphacapitalstrategies
Youtube: @PursuingAlphaPodcast; @Alpha.capital
Website: https://alphacapitalstrategies.com
48 min
November 08, 2023S11E3- Game Changer with Mark Barefield
In this episode on the "From Busy to Rich" podcast, Andy and Wes have the pleasure of interviewing Mark Barefield's about the growth of his business, and his experience having gone through the Transform University. The program emphasizes service over sales, helping advisors understand their clients' fears and anxieties. Mark shares his journey from door-to-door sales to a more client-focused approach, leading to increased income and client satisfaction. They also discuss the importance of charging fees for advice and creating a demand for solutions.
Click to watch video version.
In today’s episode we will cover:
Importance of going beyond sales scripts and focusing on service in financial planning
Mark Barefield's personal story and motivation for entering the financial industry
Shift in mindset towards understanding clients' concerns and fears
Importance of charging fees for advice and providing comprehensive solutions
Positive response from clients after implementing the Transform program
Challenges of performance-based measurement and creating a context for decision-making
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.
32 min
November 01, 2023S11E2- Why You Don’t Do It Part 2
Be like Nike, “Just Do It!” It sounds easy enough, but as we discussed in our last episode we tend struggle during the transition from knowing what we should do to actually doing it. In part 2 on “Why you don’t do it,” hosts Andy, Wes, and Justin engage on how to overcome the things holding us back, and to start implementing the things that will help us move towards our goals. They discuss the importance of ideation, or the process of capturing new ideas and opportunities. They emphasize the need for a system to record and evaluate these ideas, and the importance of discernment in determining which ideas to pursue. They also discuss the importance of being open to new ideas, challenging our comfort zones, and moving beyond just gathering ideas to actually implementing them.
Click here for video version.
In today’s episode we will cover:
Capturing ideas and opportunities
Identifying the right ideas or opportunities to pursue
Building systems into daily flow to support implementation
Executing the plan and ongoing refinement
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.
26 min
October 25, 2023S11E1- Why You Don’t Do It Part 1
In this episode of "From Busy to Rich", hosts Andy, Wes, and Justin, discuss the issue of consuming information without implementing it. They explore the fear of change and failure, and the comfort of familiarity. They discuss the concept of "normalizing the new" and the importance of balancing the consumption of new ideas with their implementation. They encourage listeners to reflect on their own fears and resistance to change.
Click here to watch video version.
In today’s episode we will cover:
The problem of consuming information without implementing it
Just another conference or book is probably not the problem
Acknowledging the underlying issues of why people don’t implement ideas
Belief in the benefits and positioning resources to take action
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off, or if you’re interested in attending our next Transform University click here for information on how to sign up.
30 min
October 18, 2023S10E6- Money Is NOT Wealth
What is wealth really? Surprise! Wealth is not the same as money. In this podcast episode, Wes, Andy, and Justin discuss the concept of wealth and its distinction from money. They explore the idea that wealth is about having the things we truly want, such as food, clothes, houses, cars, gadgets, and travel. They emphasize that wealth can be achieved without money and discuss the importance of aligning capital, time, relationships, assets, purpose, and money with personal values and goals.
Click to watch video version.
In today’s episode we will cover:
How do we define wealth
How does this change or impact the way we approach planning
Importance of considering nuances and complexities as advisors
Importance of aligning capital, time, relationships, assets, purpose, and money with personal values
Money is just a means to wealth
We hope you enjoy this episode, and would love to hear your feedback by leaving a review. Also, for the month of October you can take advantage of our SPECIAL OFFER. For this month only, you can get 50% OFF of any of our on-demand courses by visiting www.wesyounglive.com and use discount code OCTOBER2023.
34 min

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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…