From Busy to Rich
Wes YoungIn 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.
| Publishes | Weekly | Episodes | 173 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipCareersBusiness | |||
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Latest Episodes
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 unexpecte... more
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 inherita... more
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... more
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 fina... more
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Reviews
- Great for me and my team
I get so much out of every episode and have shared episodes with people on my team, my coach and other advisors. I have learned so much about how to run my practice better and how to think differently. He has guests on the show that bring so much wisdom and practical application that drives me to want to be better. I’ve talked to Wes a few times and he is the real deal and so genuine.
Apple Podcasts5Christine Parman
United Statesa year ago - Great way to see things in different perspectives.
The way they ask questions and explain complex concepts are blowing my mind. The way they do is to show clients process and understand the heart of the services that they offer. Most people only focus on products type and hardy take their mind out off it. This podcast really well explain how important it is to have a true holistic financial planning. Love the podcast!
Apple Podcasts5DPMartiUnited Statesa year ago - Great for me and my team
I get so much out of every episode and have shared episodes with people on my team, my coach and other advisors. I have learned so much about how to run my practice better and how to think differently. I’ve talked to Wes a few times and he is the real deal and so genuine.
Apple Podcasts5Christine from VegasUnited Statesa year ago - Awesome relevant thoughts to change inherited beliefs for advisers!!!!
Wes, Justin and Carl break down how the act of ongoing planning for a clinet serves them with more sucess because their financial landscape is forever changing. Definitely a must listen for advisers!!!!
Apple Podcasts5Duke FinancialUnited States2 years ago - Wholesome
I listen and take away a new idea from every episode. Keep helping people and advisors!
Apple Podcasts5ook jackUnited States3 years ago
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Apple Podcasts | #248 | United States/Business/Careers |
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Frequently Asked Questions About From Busy to Rich
What is From Busy to Rich about and what kind of topics does it cover?
This audio series offers practical insights into enhancing financial advisory practices and improving overall quality of life for professionals in the industry. Episodes discuss effective client onboarding processes, the importance of personalized financial planning, and essential strategies for navigating the complexities of client relationships. Listeners can expect engaging conversations that blend industry expertise with motivational content, featuring both expert guests and shared wisdom on advancements in the financial advisory space. Unique elements include the emphasis on personal growth, mindset shifts, and actionable advice tailored specifically for financial advisors seeking to excel in their careers while maintaining balance in ... more
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Which podcasts are similar to From Busy to Rich?
These podcasts share a similar audience with From Busy to Rich:
1. The Elite Financial Advisor Podcast With Sten Morgan
2. WSJ Minute Briefing
3. Small Business Tax Savings Podcast
4. The Daily
5. The Long Game
How many episodes of From Busy to Rich are there?
From Busy to Rich launched 3 years ago and published 173 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on From Busy to Rich?
Recent guests on From Busy to Rich include:
1. Steve D'Annunzio
2. Sten Morgan
3. Bryan Clayton
4. Mike Jesowshek
5. Dennis Moseley-Williams
6. Alicia Byers
7. Jerry Morgan
8. Dave Podell
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