From Busy to Rich

By Wes YoungBusiness Entrepreneurship Careers Management

From Busy to Rich episodes

August 02, 2023S8E1- Innovate or Stagnate: “From Blockbuster to Netflix”
Today we’re kicking off the first in a new series titled Innovate or Stagnate. In this episode of the "From Busy to Rich" podcast, Andy, Wes, and Justin discuss the importance of embracing innovation and staying ahead of market changes. They use the cautionary tale of Blockbuster and Netflix to highlight the rapid pace of innovation and the need to adapt. They emphasize the concept of "normalizing the new" and training the brain to accept and embrace change. They also provide practical strategies for challenging the status quo and integrating new ideas.
Click to watch video version.
In today’s episode we will cover:
The importance of embracing innovation
Strategies for avoiding obsolescence and staying ahead of markets
Keeping tension between normal and new
Examples of missed opportunities with from well-known companies
Navigating the iterative process for continuous improvement and development
We hope you enjoy this episode. If you want to further explore these or other topics you can learn more atwww.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
July 26, 2023S7E4- The Ultimate Inspiration is The Deadline
In this podcast episode, Wes Young and Justin Lakin discuss finding inspiration to create with their guests, Roman Samuels and Justin Rodriguez. Roman, a musician and financial professional, and Justin, a producer and musician, have known each other for 15 years and have collaborated on music. They emphasize the importance of regular practice and being in the studio consistently, as well as the transformative power of deadlines and accountability. They share their experiences of how setting deadlines and holding themselves accountable has led to increased creativity and output. They also discuss the importance of trusting their own creative instincts and having a network of support. Wes builds on this idea to illustrate how this concept is not only applicable, but paramount to helping advisors and their clients increase profitability and quality of life.
Click here to watch video version.
In today’s episode we will cover:
The importance of deadlines in creativity
The importance of regularly getting into the “studio” to create, and how it helps stay inspired and motivated.
How to create a conducive environment for creativity and productivity, even when balancing other responsibilities.
The realization that one already possesses the necessary skills and resources to create, and the importance of trusting one's own instincts and abilities.
We hope you enjoy this episode. Purchase the what do you do module on Wesyounglive.com anyone who purchases this week will go into a drawing for one hour coaching with me, or if you’re interested in attending our next Transform University click here for information on how to sign up.
We encourage you to check out more of Roman and Justin’s music by clicking on the links below or following on their media channels.
www.romansamuelsmusic.com
IG: @romansamuelsmusic
Spotify: https://open.spotify.com/artist/2BBfYt4CoYLpDpPrIeCndQ?si=C9pcdTEOR0e0E88u98TnRQ
Apple Music: https://music.apple.com/us/artist/roman-samuels/871235686
30 min
July 19, 2023S7E3- “What do you do?” The Remix
Ever felt overwhelmed when asked 'What do you do?' As financial advisors, we've come to realize that the answer lies within the problems we solve. In this podcast episode, Wes, Andy, and Justin discuss how financial advisors can effectively answer the question "What do you do?" in a way that engages the listener and leads to meaningful conversations. They emphasize the importance of avoiding generic labels and lengthy explanations, and instead, engaging the listener in a dialogue. They provide a framework for crafting a compelling response, which includes stating the problem or opportunity, associating oneself with a specific solution, and providing an example.
Click here to view video version.
In today’s episode we will cover:
The problem of dismissively answering the question
The importance of stating the problem or opportunity
Ways of making connections and finding common ground
How to associate yourself with the solution
How to give an example in transition and next steps to engage in meaningful conversations
We hope you enjoy this episode. Purchase the what do you do module on Wesyounglive.com and anyone who purchases this week will go into a drawing for one hour coaching with me. If you’re interested in attending our next Transform University click here for information on how to sign up.
23 min
July 12, 2023S7E2- Retiring to Something Instead of From It
In this episode, host Andy Traub, Wes Young, and Justin Lakin discuss retirement and how to approach it in a fulfilling and purposeful way. Wes shares a story about the frustration of reaching a destination that doesn't exist, relating it to retirement as a destination. They emphasize the need to retire to something meaningful and to have a purpose in retirement. They discuss the concept of the gap, highlighting the importance of balancing motivation and avoiding burnout. They also discuss the role of financial advisors in helping clients design a future aligned with their desires. They stress the importance of gratitude and having an exciting vision for the future in order to enjoy the journey towards retirement.
Click here to view video version.
In today’s episode we will cover:
The difference between retiring to something versus from it
Misconceptions about retirement
Other aspects or retirement you have to plan for beyond economic requirements
How to design a fulfilling and purposeful life now, and in retirement
We hope you enjoy this episode. 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.
Click here to download a copy of Wes’ article Creative Retirement
22 min
July 05, 2023S7E1- Attractive Interruptions
Have you ever been interrupted in a positive way? In this episode of the "From Busy to Rich" podcast, the Wes, Andy, and Justin discuss the concept of attractive interruptions and how they can lead to positive outcomes. They share personal stories and examples of how being open to attractive interruptions can improve one's ability to navigate unexpected situations. They also emphasize the importance of being an attractive interruption in business interactions, and provide practical resources to help listeners become one. Tune in to learn how being interruptible and interrupting others in an attractive way can lead to gaining more clients and increasing profitability.
Click here to watch video version.
In today’s episode we will cover:
Creating Space for Attractive Interruptions
Making yourself an attractive interruption
Discussion on how to engage in dialogue and be an attractive interruption to potential clients.
The importance of having a compelling answer to the question "What do you do?" and being able to attractively interrupt people with helpful information.
We hope you enjoy this episode. 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.
25 min
June 28, 2023S6E10- Practically Pretty Part 10: “All About Trust”
Do you want to build successful and fulfilling relationships in both business and life? Then you need to understand the importance of trust. In the last episode of the "Practically Pretty" series of the From Busy to Rich podcast, the Wes, Andy, and Justin break down the five distinctions that make up trust: understanding, agenda, ability, track record, and personal makeup. They provide unique examples and practical advice on how to evaluate trust in different situations. They also emphasize that trust is a two-way street and requires a deeper understanding of its elements.
Click here to watch video version.
In today’s episode we will cover:
The importance of trust, and it’s most likely not how you’ve been thinking of it
Hearing to understand
How to deal with agenda
Ability to execute – what is their capacity?
Evaluating track records
Differences in personal makeup
We hope you enjoy the last episode of our Practically Pretty series. 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.
36 min
June 21, 2023S6E9- Practically Pretty Part 9: “Maintenance Required”
In this podcast episode, Wes, Andy, and Justin discuss the importance of maintenance in business. They draw parallels between maintaining physical health and maintaining a business, highlighting the need for regular checkups and bringing in an outside coach to help with maintaining the vision and making necessary changes. They stress the importance of not living life by default but by design to avoid waking up three years from now having changed nothing.
Click here to watch video version.
In today’s episode we will cover:
Business “checkups”
Elite level maintenance
Financial, relational, and spiritual maintenance
Regularly cultivating new ideas
We hope you enjoy episode 9 of Practically Pretty. 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.
24 min
June 14, 2023S6E8- Practically Pretty Part 8: “Key Economic Drivers”
Do you ever wonder why some businesses fail while others flourish? In this episode of the From Busy To Rich podcast, Andy and Wes discuss the importance of economic drivers in a business and how to identify them. They provide examples of economic drivers and emphasize the significance of having defined targets in the mission statement. They also stress the importance of setting specific goals and processes and regularly measuring progress towards those goals. Overall, the episode provides practical information that is actionable and can be applied immediately to a business.
Watch the video version here.
In today’s episode we will cover:
Defining key economic drivers
Lead and lag indicators
Fear around picking a number
Examples of economic drivers
Investing in yourself
We hope you enjoyed this week’s episode of Practically Pretty. If you want to further explore these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25
24 min
June 07, 2023S6E7- Practically Pretty Part 7: “Playing Music or Making Noise”
Would you describe your business as a beautiful symphony, or does it feel more like unattractive noise? The "From Busy to Rich" podcast with Wes Young and team, discusses practical aspects of running a successful business in their series "Practically Pretty Ten Truths to Make Your Business Beautiful." They emphasize the importance of providing information that can be applied practically. In this episode, they stress being organized and intentional in running a successful business, managing mental energy, having an ideal calendar and set list, and being clear in communication. Overall, they provide practical advice to help listeners increase their profitability and quality of life.
Watch the video version here.
In today’s episode we will cover:
The 10 common denominators of successful advisory practices
The difference between playing music and just making noise in business
What is a “set list” for an advisory practice
Seasons in your practice
Making your practice pretty
We hope you enjoyed this week’s episode of Practically Pretty. 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.
27 min
May 31, 2023S6E6- Practically Pretty Part 6: “Engaging Story Not Just Stuff”
In this episode of the "From Busy to Rich" podcast, 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.
Watch the video version here.
In today’s episode we will cover:
How to focus on the client’s story
How to understand and engage with the client’s story
Practical examples and the benefits of using this different approach to financial advising
The different stages that advisors progress through in financial planning
We hope you enjoyed this week’s episode of Practically Pretty. 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.
37 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…