Whats 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

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

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, s

In this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of self-awareness, mentorship, and d

When you’re lost, the first thing you look for is a red dot on a map that says: You are here.In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin walk financial advisors through the location phase, the very first step

In this episode of “From Busy to Rich,” host Wes Young interviews his father, former Operations Director of a major Blockbuster Video franchise. They discuss Blockbusters rise and fall, leadership lessons, and adapting to industry changes. Th

Sometimes, the ideas that could revolutionize your business never see the light of day, not because theyre bad, but because they never make it into your rhythm.In this episode, host Wes Young and co-host Justin Lakin break down the second half of their

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview entrepreneur Bryan Clayton. Bryan shares his journey from starting a lawn mowing business at 14 to building and selling a $10 million company, then founding Gre

The temptation to cling to whats worked in the past is strong, especially in a business built on consistency, relationships, and routine. But what if your current normal is holding you back from your next level of growth?In this episode of From Busy T

In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakininterview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital acc