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PODCAST

From Busy to Rich

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 financial services on how to run a successful practice, mindset, strategies, and more in an effort to inspire other advisors to increase their profitability and quality of life.

business careers

All Episodes

35:56

E188 - Are You Drifting… or Designing Your Life?

From Busy to Rich ·

2026/04/22

In this episode of From Busy to Rich, Wes sits down with Braden Dragoo for a powerful conversation on growth, identity, and what it really means to live a meaningful life.Braden shares his journey from humble beginnings to becoming a high-performing advisor—while staying grounded in something deeper than success: love. This conversation challenges how you think about success, fulfillment, and the life you’re building. In This Episode We Cover: Why personal growth is the most important

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29:29

E187 - AI Isn’t Replacing Advisors—But Advisors Using...

From Busy to Rich ·

2026/04/16

In this episode of From Busy to Rich, Justin and Wes tackle one of the biggest shifts happening in the advisory space right now: AI.Not the hype. Not the fear.What’s actually happening inside real practices—and what it means for your future. The reality? Advisors aren’t being replaced by AI…They’re being replaced by advisors who know how to use it. Wes shares how their team is actively integrating AI into their workflow—from client summaries to planning efficiency—and how it’s already

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23:22

E186 - The Biggest Planning Opportunity of the Year

From Busy to Rich ·

2026/04/16

Most advisors think about taxes for six weeks a year — and that habit may be costing their clients (and their business) more than anything else. In this episode of From Busy to Rich, Justin and Wes break down why proactive tax planning is one of the most overlooked — yet most powerful — ways to differentiate your practice, increase client retention, and create meaningful value. In This Episode, We Cover: Why most CPAs focus on preparation, not planning How proactive tax planning creates

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33:42

E185 -A Beautiful Savage: Building a Life You Don’t...

From Busy to Rich ·

2026/04/16

In this episode of From Busy to Rich, Justin Lakin sits down with Wes Young to continue the conversation around Beautiful Savage—this time exploring the story behind the framework. They discuss why the book is structured as both a narrative and a practical guide, how mentors and relationships shaped Wes’s journey, and why curiosity is one of the most important traits for sustained growth. You’ll also hear how success can quietly create blind spots, and why using 90-day cycles is one of the

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39:15

E184 — The Beautiful Savage: Ambition, Gratitude, and...

From Busy to Rich ·

2026/03/24

What if the tension you feel between ambition and contentment isn’t a problem—but a signal you’re built for more?In this episode of From Busy to Rich, Justin Lakin sits down with Wes Young to unpack the ideas behind his new book, Beautiful Savage. They explore why high performers often feel the pull toward “what’s next,” how to balance ambition with gratitude, and why the real challenge isn’t learning—it’s applying. You’ll also hear how fear shows up in the process of growth, why most

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31:11

E183 — The Master Plan Template: How to Stop...

From Busy to Rich ·

2026/03/17

Have you ever walked out of a client meeting feeling great about the connection, only to realize later that you forgot to discuss a key tax strategy or important planning opportunity?What if there was a way to capture all your thinking before meetings so your brain could focus on what it does best: connecting with clients and creating value? In this episode, Justin Lakin and Wes Young continue the tech-powered planning series and introduce the Master Plan Template, a framework designed to

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36:10

E182 — The Conversation is the Value with Carl Richards

From Busy to Rich ·

2026/03/11

In this episode of From Busy to Rich, Wes Young and Justin Lakin welcome back Carl Richardsto explore a different approach to financial advice—one centered on understanding a client’sstory rather than simply delivering solutions.Carl shares the idea behind his newest book, which he calls a “conversation grenade.” Insteadof offering traditional financial instructions, the book is designed to spark deeper conversationsabout money, purpose, and the decisions that shape our lives. They also

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28:57

E181 — How Advisors Can Break Through Fear, Fatigue,...

From Busy to Rich ·

2026/03/03

Some advisors seem born with bold voices — but most are still whispering in thecorner.In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of themost uncomfortable (and essential) topics in growth: resistance. They explore whywe avoid change, why good marketing often falls flat, and what it really takes tobuild and scale your influence. This episode isn’t a pitch; it’s a call to leadership

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35:43

E180 — Legacy Letters: The Most Valuable Asset You’ll...

From Busy to Rich ·

2026/02/24

In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and client impact: the legacy letter.Blake shares the unforgettable story of losing his father in a tragic accident at 19 years old—and the life-changing letter his father left behind. That letter shaped how Blake grieved, how he grew, and ultimately how he now serves thousands of

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26:26

E179 — Tech-Powered Planning: Mind Vault Method

From Busy to Rich ·

2026/02/18

Nobody talks about the 15 prep meetings they did before a client call, but they do remember the one where everything just clicked.In this episode, host Wes Young and co-host Justin Lakin unpack the Mind Vault Method: a repeatable, tech-enabled strategy that transforms advisor meeting prep from exhausting and chaotic to focused, creative, and scalable. You’ll hear how this method was born from burnout, why Loom videos beat Monday marathons, and how paraplanners can level up into strategic

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44:48

E178 — Revolutionizing Your Health Journey with Dr....

From Busy to Rich ·

2026/02/10

In this episode of "From Busy to Rich," host Wes Young interviews his personal physician, Dr. John Lamansky, about the intersection of health, entrepreneurship, and financial planning. Dr. Lamansky shares his journey from traditional medicine to a preventive, data-driven approach focused on optimizing health for high performers.In today’s episode we will cover: Intersection of health, wellness, and entrepreneurship Transition from traditional medicine to preventive, data-driven health

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26:51

E177 — The New Client Experience: Direction - Tax...

From Busy to Rich ·

2026/02/03

Nobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence.You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and

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21:27

E176 — "Know Yourself”: Interview with Michael Scovel...

From Busy to Rich ·

2026/01/27

In this episode of "From Busy to Rich," hosts Wes Young, Justin Lakin, and guest Michael Scovel continue their discussion on the importance of self-awareness and understanding personal strengths in financial services careers. They explore the "working genius" framework, leadership styles, and the balance between energizing ("get to") and necessary ("have to") tasks.In today’s episode we will cover: Self-awareness in professional roles. The concept of "working genius" and its

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23:47

E175 — The New Client Experience: Unlocking...

From Busy to Rich ·

2026/01/20

What happens when business partners don’t plan for the unexpected? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin tackle a complex but critical aspect of estate planning: what happens to a business when one partner passes away, and how to avoid the unintended consequences that can follow. Wes shares real-life stories of business owners who lacked buy-sell agreements, revealing how the absence of clear planning can lead to friction, stalled growth, and strained

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44:06

E174 — Standing Out in the Crowd, With Michael Scovel...

From Busy to Rich ·

2026/01/13

In this episode of "From Busy to Rich," hosts Wes Young, Justin Lakin, and frequent guest Michael Scovel dive into the art of effective communication. They discuss the importance of preparation, researching people or companies, and handling unexpected situations with adaptability and gratitude. They also explore how strengths and weaknesses are interconnected, and why authentic confidence—balanced with humility—is crucial.In today’s episode we will cover: Strategies for preparing for

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29:46

E173 — The New Client Experience: Direction -...

From Busy to Rich ·

2026/01/06

What happens after the estate plan is written?In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the essential conversations financial advisors must lead during the Direction Phase, especially those around inheritance, legacy, and the deeper meaning of heritage. Wes shares powerful stories contrasting the Vanderbilt and Rockefeller family legacies, offering real-world examples of how planning, or lack thereof, can shape generational outcomes. Together,

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40:32

E172 — The First Steps to Becoming a Better Leader

From Busy to Rich ·

2025/12/30

In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Steve D’Annunzio, founder of the Soul Purpose Institute. They explore personal development and leadership through the lens of soul archetypes, emphasizing the importance of understanding one’s strengths and weaknesses. Steve outlines five leadership levels, the role of spiritual awareness, and the value of stewardship. Listeners are also invited to access free resources from Steve’s institute.In today’s

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27:54

E171 — The New Client Experience: Direction -...

From Busy to Rich ·

2025/12/23

What’s next after a client says “yes” to working with you?In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload. What to expect: How to keep clients focused without overwhelming them The role of recurring meetings and strategy

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34:24

E170 — From NBA to Motivational Speaker Hall of Fame,...

From Busy to Rich ·

2025/12/16

In this episode of "From Busy to Rich," host Wes Young interviews Walter Bond, a former NBA player turned Hall of Fame motivational speaker and coach. Walter shares his journey from college basketball struggles to NBA success, emphasizing the importance of cracking the "peak performance code" through mindset, vision, and value creation. He urges financial advisors to shift from transactional work to building authentic relationships and becoming authorities in their field. Walter also

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31:10

E169 — The New Client Experience: Expectation

From Busy to Rich ·

2025/12/09

What makes a client stay, year after year?In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly defining the planning relationship, setting the rhythm for ongoing engagement, and making the value of your work obvious from day one. From high-impact tax strategies like S-corp elections and the Augusta Rule to powerful mindset reframes around balance sheets and family

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187 results

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