From Busy to Rich

By Wes YoungBusiness Entrepreneurship Careers Management

From Busy to Rich episodes

March 15, 2023S4E5- Building an Ideal Team: “At the Core Part 2”
This week we round out our season on building an ideal team by continuing on the topic of core values part 2. Wes Young and Justin Lakin dive deeper into the role that core values play while covering Wes’ third core value for his firm – Honest and Honoring.
In today’s episode we will cover:
Many companies claim they have core values, but typically what they're referring to are generic beliefs: having integrity, making a profit, responding to customers and so on. These values only have meaning when they're defined in terms of how people behave and are ranked to set priorities. – Ken Blanchard
The impact core values have on an individual and a team
The core values Wes established with his team
Prioritized Pursuits
Normalize the New
Honest and Honoring
What it means to be honest and honoring, and why it is such a critical pillar for Wes Young and Associates
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.
19 min
March 08, 2023S4E4- Building an Ideal Team: “At the Core”
At the core of any business or individual is a set of values that governs their decision making and actions. Sometimes these values are well defined with intentionality. All too often these values are a “wish list” at best of how someone or a company would like to operate, and at worst an afterthought in which it is completely subjective and typically left to the emotional state at the time a decision is being made. This week Andy Traub, Wes Young, and Justin Lakin continue our conversation on building an ideal team by focusing on the topic of core values: what are they, are they important, and how can they impact my team and business?
In today’s episode we will cover:
Many companies claim they have core values, but typically what they're referring to are generic beliefs: having integrity, making a profit, responding to customers and so on. These values only have meaning when they're defined in terms of how people behave and are ranked to set priorities. – Ken Blanchard
Defining core values
The impact core values have on an individual and a team
The core values Wes established with his team
Prioritized Pursuits
Normalize the New
Honest and Honoring
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.
33 min
March 01, 2023S4E3- Building an Ideal Team: “Impact of Proximity”
This week we are privileged to have a special guest, Sten Morgan, join the group with Andy Traub, Wes Young, and Justin Lakin as we continue our conversation on building an ideal team. The specific topic we will be covering is the impact of proximity. Many people have heard that the individuals we surround ourselves with influence how we think and ultimately act, but how true is this or how deep does that influence go? If it is true, how can we be more intentional about it? We will explore these concepts and more in this episode.
In today’s episode we will cover:
Introduction to advisor, author, and co-founder of the Elite Advisor Network – Sten Morgan
Can looking at your friends/team help you understand more about yourself, or your practice?
Identifying areas of opportunity and growth within your sphere of influence
Evaluating if you are the type of influence people will want in close proximity
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. We also highly encourage everyone to listen to Sten and Andy’s podcast titled “Show Me Your Friends” found here, and you can also find out more about the Elite Advisor Network (EAN) at www.eadvisornetwork.com.
31 min
February 22, 2023S4E2- Building an Ideal Team: “Ideal Calendar”
Join us for episode 2 of this series with Andy Traub, Wes Young, and Justin Lakin as we discuss some approaches on how to build an effective team as an advisor. We will be continuing the discussion around the topic by exploring the importance of an ideal calendar.
In today’s episode we will cover:
What does it mean to spend your time well
Surviving, Stabilizing, Thriving (financial condition pyramid)
How an ideal calendar impacts the capacity and durability of an ideal team
Building a calendar that supports the teams ability to prepare for meetings, have the meeting, and then effectively manage the projects from those meetings
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. You can use the link provided to download an example of Wes’ ideal calendar. If you’re interested in attending our next Transform University click here for information on how to sign up before registration ends.
30 min
February 15, 2023S4E1- Building an Ideal Team: “Working Genius”
Building a team is one of those critical tasks in any business, sport, or endeavor that tends to make or break the long-term growth and performance. In this series Andy Traub, Wes Young, and Justin Lakin discuss some approaches on how to build an effective team as an advisor. We will be starting the discussion around a tool to help you understand your teams’ natural gifts and proclivities to help them thrive.
In today’s episode we will cover:
The Working Genius assessment tool
What role it can play in a growing advisory firm or any team environment
Is there a “best” type
Ideas on how to attract different working genius types to support or build your team
The 1-5-10 assessment tool for measuring team member satisfaction based on job specific tasks.
We hope you enjoy episode 1 of Building an Ideal Team. 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. Click here to download the 1-5-10 assessment tool that Wes discussed in the show. If you’re interested in attending our next Transform University click here for information on how to sign up before registration ends. Also, if you’re interested in learning more about the Working Genius assessment tool you can find more information here.
32 min
February 08, 2023S3E4- Fee-Based Holistic Planning: “What is it? Part 4”
In the final episode on Fee-Based Holistic Planning “What is it?”, Andy, Wes, and Justin close out the discussion on the fourth critical area of focus– a powerful network of help.
In today’s episode we will cover:
Deep dive into a powerful network of help
Internal Team: who is on it and why is it important?
External Team: CPA’s, Attorneys, and other subject matter experts
Summary recap of season 3
Real financial planning is the constant alignment of the use of capital (time and money) to what you really care about. – Carl Richards
That wraps this series on fee-based holistic financial planning “What is it?” We would like to send you a complimentary access pass to our on-demand course - Fee Based Financial Planning Phase 1, a $200 value! To win access simply be one of the first 5 (five) people to leave a review, and then take a screen shot to email us at [email protected] . You have to email us the screen shot, and be one of the first 5 (five) to win so hurry to claim your prize!
33 min
February 01, 2023S3E3- Fee-Based Holistic Planning: “What is it? Part 3”
To this point in the season Andy, Wes, and Justin have walked through the aspects of Fee Based Holistic Planning regarding the initial approach and how to navigate specific strategy sessions. In this episode the group takes a broader approach on how to manage the advising process over a quarter, a year, and the life of the relationship.
In today’s episode we will cover:
Deep dive into Systematic (proactive) strategy management: Building accurate and appropriate strategy outlines – summaries; How to move clients along the projects being managed; How to build in systems to ensure that things aren’t getting dropped or forgotten
Is it worth the added work of doing true planning?
Transformational versus Transactional
Real financial planning is the constant alignment of the use of capital (time and money) to what you really care about. – Carl Richards
We hope you enjoyed part 3 of fee-based holistic financial planning “What is it?” 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. If you’re interested in attending our next Transform University click herefor information on how to sign up before registration ends.
24 min
January 25, 2023S3E2- Fee-Based Holistic Planning: “What is it? Part 2”
Join Andy Traub, Wes Young, and Justin Lakin as they take a deeper look at how we define Fee-Based Holistic Planning in the second part of “What is it?”
In today’s episode we will cover:
Continuing the discussion around the critical areas of focus that optimize a person's ability to increase their profitability and quality of life: Clarity regarding the story they’re in about money, Systematic (proactive) strategy sessions, Systematic (proactive) strategy management, A powerful network of help
Deep dive into Systematic (proactive) strategy sessions
Real financial planning is the constant alignment of the use of capital (time and money) to what you really care about. – Carl Richards
We hope you enjoyed part 2 of fee-based holistic financial planning “What is it?” 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. If you’re interested in attending our next Transform University click here for information on how to sign up before registration ends.
28 min
January 18, 2023S3E1- Fee-Based Holistic Planning: “What is it? Part 1”
Language, as defined by the Meriam-Webster dictionary, describes how a given community structures, combines, pronounces, and uses words to be understood or communicate an idea. Given the immense number of possible variations it’s easy to see how things can get lost in translation, or how what someone meant by what they said can often be interpreted entirely differently. In this series Andy Traub, Wes Young, and Justin Lakin will take a deeper look at how we define Fee-Based Holistic Planning in this first episode of “What is it?”
In today’s episode we will cover:
The critical areas of focus that optimize a person's ability to increase their profitability and quality of life: Clarity regarding the story they’re in about money, Systematic (proactive) strategy sessions, Systematic (proactive) strategy management, A powerful network of help
Deep dive into clarity regarding the story they are in about money
Financial health is like physical health; it’s not a place you arrive at, but a condition you continually pursue – Wes Young
Real financial planning is the constant alignment of the use of capital (time and money) to what you really care about. – Carl Richards
We hope you enjoy part 1 of fee-based holistic financial planning “What is it?” 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. If you’re interested in attending our next Transform University click here for information on how to sign up before registration ends.
32 min
January 11, 2023S2E7- Traveling Light Part 7: “Rest for your soul”
In this last episode on Traveling Light, you’ll get to hear from Wes Young on how money can provide rest instead of stress.
In today’s episode we will cover:
Navigating “gaps” in your life and practice or business
Don’t let your memories exceed your dreams
Have a purpose bigger than your current today
It’s not the load that breaks you down, it’s the way you carry it -Lou Holtz
Traveling with eager anticipation
Here is the link to the full video on YouTube
That wraps up this series on Traveling Light. Please join us next week where we will be diving deeper into holistic fee-based financial planning with part 1 of “What is it?” 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. If you’re interested in attending our next Transform University click here for information on how to sign up before registration ends.
39 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…