From Busy to Rich

By Wes Young

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 financi... more

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FAQs about From Busy to Rich:

How many episodes does From Busy to Rich have?

The podcast currently has 192 episodes available.

From Busy to Rich episodes:

December 14, 2022S2E3- Traveling Light Part 3: “Level Up”
Welcome to From Busy to Rich with Wes Young. In today’s episode we’ll be sharing a video from a recent speaking engagement that Wes Young delivered that is timely for the series that we are in on “Traveling Light.” In the video Wes discusses thoughts on how we can “Level Up.”
In today’s episode we will cover:
Leveling up
Putting to action good ideas
Avoidable Regrets
Rocks make better foundation than sand
Join us in the next episode where will continue the discussion on traveling light, and defining a “technology and tools.” If you want to dive deeper into these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.
...more
38min
December 07, 2022S2E2- Traveling Light Part 2: “Grateful Condition”
Welcome to From Busy to Rich with Wes Young. In today’s episode we continue season 2 as Andy Traub interviews Wes Young and associate Justin Lakin on the topic of “Traveling Light,” as we explore what it means to have a grateful condition.
In today’s episode we will cover:
The difference between happiness and fulfillment
The importance of building a vision
Getting versus becoming goals
Defining short term milestones as indicators
Getting rid of “baggage” that is no longer useful
Daily renewal
“The reason we trade what we want ultimately for what we can have immediately is because we forget about what we want ultimately” – Wes Young
Join us in the next episode where will continue the discussion on traveling light, and defining a “Level Up.” If you want to dive deeper into these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.
...more
30min
November 30, 2022S2E1- Traveling Light Part 1: “An Exciting Vision”
Welcome to From Busy to Rich with Wes Young. In today’s episode we kick off season 2 as Andy Traub interviews Wes Young and associate Justin Lakin to introduce this season’s topic of “Traveling Light.”
Click to watch video version.
In today’s episode we will cover:
Introduction to season 2, Traveling Light
What it means to be “built for beautiful”
The things we “carry” and why
How do we identify the things that are helpful to carry versus harmful to our success?
Some practical steps to start shifting mindset “It’s not the load that breaks you down but how you carry it.” – Lou Holtz
Join us in the next episode where will continue the discussion on traveling light, and defining a “grateful condition.” If you want to dive deeper into these or other topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.
...more
32min
November 23, 2022S1E9- Charging for Your Advice: “You’ve been paid, now what?”
In today’s episode Andy, Wesley Young, Justin Lakin, and special guest Cody Moore close out the topic Charging for Your Advice with a discussion on delivering services to clients as “You’ve been paid, so now what?”
Today’s main points are:
They said, “Yes”, so now what
The importance of Organization and Structure
Building and using a Narrative Checklist
Different tools and apps that can help advisors in managing clients, and extend the service capability of advisors
Year 1 versus ongoing management
That wraps up season 1 of From Busy to Rich around “Normalizing the New”. Join us in the next week as we kick off season 2 around the idea of “Traveling Light,” as Wes discusses creating margin and balance in your practice and life. If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.
...more
29min
November 16, 2022S1E8- Charging for Your Advice: Strategy Session 2- “I would like to pay your fee!”
In today’s episode Andy, Wesley Young, and Cody Moore continuing the topic Charging for Your Advice with a discussion on the second strategy session getting clients to see the value you can offer and say, “I would like to pay your fee!”
Click here to watch video version.
Today’s main points are:
Furthering the topic of Fee versus Free
In light of the story they are in about money, what areas of planning will be most relevant to walk through.
Elite advisors do three things: Prepare for meetings, Have the meeting, Carry out next steps
Walk through the second strategy session
Presenting the Fee
Join us in the next episode Wes will be covering a discussion around the idea that “You’ve been paid, now what?.” If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.
...more
40min
November 09, 2022S1E7- Charging for Your Advice: Strategy Session 1- “Lean In!” Part 2
In today’s episode Andy Traub continues interviewing Wesley Young, and Cody Moore on the topic Charging for Your Advice with a focus this week on creating healthy tension.
Click to view the video version.
Today’s main points are:
How to create healthy tension
The power of “Tell me about…”
Rich life questions
Defining next steps
Setting expectations and next meeting
Join us in the next episode Wes will be covering the elements of the second strategy session- “I would like to pay your fee.” If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.
...more
34min
November 02, 2022S1E6- Charging for Your Advice: Strategy Session 1- “Lean In!”
In today’s episode Andy Traub continues interviewing Wesley Young, and guest Cody Moore on the topic Charging for Your Advice with a look at with the first strategy session where they and the clients begin to “lean in.”
Click to view video version.
Today’s main points are:
What’s the goal
You can’t get where you want to go until you first understand where you are relative to where you want to go.
Have the meeting before you have the meeting
Find common ground, and then create healthy tension Don’t focus on answering questions people haven’t asked
What’s in their head and heart
How to summarize the story they are in about money
Join us in the next episode Wes will be covering the elements of the first strategy session with clients, and how to get them to “Lean In.” If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.
...more
39min
October 26, 2022S1E5- Charging for Your Advice: “What Do You Do?” Part 2
In today’s episode we’ll finish up the approach on how to answer “What do you do” in a way that causes people to lean in. This episode is hosted by Andy Traub as he interviews Wes Young, Justin Lakin, and guest Cody Moore.
Watch the video version here.
Today’s main points are:
Understanding your atmosphere of influence
Answering the question- Pick something that’s memorable and portable
State the problem you solve in the form of a question
Associate yourself with the solution to the problem simply and then specifically
Give them a valuable example and next step
Join us in the next episode Wes will be covering the elements of the first strategy session with clients, and how to get them to “Lean In.” If you want to dive deeper into these topics you can learn more at www.wesyounglive.com and use discount code PODCAST25 for 25% off.
...more
21min
October 19, 2022S1E4- Charging for Your Advice: “What Do You Do?”
In today’s episode Wes kicks off the topic of Charging for Your Advice with a discussion on how to answer the age-old question, “What do you do?” As usual Andy Traub will be hosting this topic with Wes Young and Justin Lakin, but will also be joined this week by guest Cody Moore- another associate from Wes Young & Associates.
Watch the video version here.
Today’s main points are:
Fee versus Free
“A plan only has value in that it is proof the planning process has taken place.
The planning process is all about thinking through the right issues.” -Chip Heath
Answering the question “What do you do?” is one of the greatest untapped opportunities.
Common approaches to answering the question.
The importance of the “Why” before “What” approach.
People we are trying to lead need to feel the weight of the problem we are trying to solve, or the opportunity we are trying to seize before they care about our approach to solving it.
How to be an attractive interruption.
Join us in the next episode Wes will be covering the elements of the first strategy session with clients, and how to get them to “Lean In.”
...more
22min
October 12, 2022S1E3- Normalize the New Part 3: Challenge your normal with new
Today is the final part of Normalize the New: “Challenge your normal with new”, where Andy Traub will be rounding out this topic with Wes Young and Justin Lakin as we discuss how to practically and purposefully challenge our normal with new to create a more intentional life.
Watch video version here.
Today’s main points are:
Big picture mindset that is critical for growth
The importance of identifying examples, or models, of how to embrace and develop the new
Compound effect and protecting time; you don’t achieve a large or permanent effect on your physical appearance or health with one visit to the gym regardless of how long or hard that one visit is…cultivating and implementing new into your business as an advisor works the same way
It all starts with cultivation
You have to have a way to let the ideas that are cultivated mature into a place of resolution
You have to know yourself to know where to lean-in, versus pull-back
How to orchestrate a plan to put it all together Time to execute- “Direction, not intention, determines destination” -Andy Stanley
Get a free copy of Wes’ article Normal vs. The New Normal, at our website From Busy to Rich with Wes Young.
In the next episode we will look to answer the question “What do you do?”, and start the conversation around Charging for Your Advice.
...more
27min

FAQs about From Busy to Rich:

How many episodes does From Busy to Rich have?

The podcast currently has 192 episodes available.

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