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Artwork for From Busy to Rich

From Busy to Rich

Wes Young
Financial Planning
Financial Advisors
Entrepreneurship
Financial Advisory
Personal Development
Client Engagement
Client Meetings
Client Relationships
Mindset
Financial Services
Coaching
Personal Growth
Financial Advising
Work-Life Balance
Leadership
Tax Planning
Peak Performance Teams
Profitability
Business Strategy
Client Onboarding

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.

PublishesWeeklyEpisodes188Founded4 years ago
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Artwork for From Busy to Rich

Latest Episodes

In this episode of From Busy to Rich, Wes sits down with Caleb Guilliams—founder of Better Wealth—for a powerful conversation on growth, leverage, and building a business that attracts opportunity instead of chasing it. From taking over a bank’s inve... more

In this episode of From Busy to Rich, Wes sits down with Braden Draggoo 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-performi... more

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 ... more

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... more

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Recent Guests

Carl Richards
Author and illustrator focused on financial-sketch philosophy
Author/Sketch Artist
Episode: E182 — The Conversation is the Value with Carl Richards
Matt Halloran
Founder/CEO of ProudMouth, podcast coaching expert
ProudMouth
Episode: E181 — How Advisors Can Break Through Fear, Fatigue, and Ego with Matt Halloran
Blake Brewer
Founder of Legacy Letter, dedicated to helping people write meaningful legacy letters.
Episode: E180 — Legacy Letters: The Most Valuable Asset You’ll Ever Leave
Dr. John Lamansky
A business owner, entrepreneur, and doctor focused on wellness and preventive care.
Alpha M Wellness
Episode: E178 — Revolutionizing Your Health Journey with Dr. Lamansky
Michael Scovel
Experienced interviewer and popular recurring guest
Episode: E174 — Standing Out in the Crowd, With Michael Scovel Part 1
Steve D'Annunzio
Founder of Soul Purpose Institute, expert in personal development and leadership
Soul Purpose Institute
Episode: E172 — The First Steps to Becoming a Better Leader
Sten Morgan
A financial advisor, instructor, and host of his own podcast
How to Charge Live
Episode: E168 — From Average to Exceptional: Redefining Your Path in Financial Advisory
Bryan Clayton
Entrepreneur and Founder of GreenPal
GreenPal
Episode: E164 – From Side Hustle to Scaled Simplicity: Building Systems that Serve
Mike Jesowshek
Entrepreneur, CPA, and tax strategist with a focus on helping business owners optimize their tax planning.
Episode: E162 – Untapped Opportunities with Business Owner, Author, CPA Mike Jesowshek

Hosts

Wes Young
Host of From Busy to Rich, focuses on growth strategies, leadership, and practical systems for financial advisors.
Justin Lakin
Co-host focused on client experience, onboarding, and strategic planning for advisory practices.

Reviews

5.0 out of 5 stars from 67 ratings
  • Best FP Resource

    I’m new to financial advising as a whole and starting to grow my business with fee based financial planning. This is THEE best resource for understanding the language, process and systems for implementing. Also love the faith component. Thanks for sharing so much Wes!

    Apple Podcasts
    5
    Tommy Twardecki
    United States3 months 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. 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 Podcasts
    5
    Christine 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 Podcasts
    5
    DPMarti
    United States2 years 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 Podcasts
    5
    Christine from Vegas
    United States2 years 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 Podcasts
    5
    Duke Financial
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Episodes are seen as valuable resources for leadership and team development in financial services.
Audience notes a holistic approach to planning and client engagement that resonates beyond products.
Listeners praise practical, actionable insights for growing advisory practices.
High-quality coaching insights that translate to real ROI for firms.
The host and guests blend humor with clear, relatable guidance.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

E184 — The Beautiful Savage: Ambition, Gratitude, and the Resistance Between
Q: What is the one practical thing listeners should do this week after buying the book?
Think about the pattern that would most improve their life, identify whether they have applied it, and schedule time (especially mornings) to start developing and normalizing that new pattern.
E184 — The Beautiful Savage: Ambition, Gratitude, and the Resistance Between
Q: What made you say, hey, in the middle of everything else I have going on, I should add one more thing?
The guest explains that writing and publishing a book is a way to codify patterns they've lived and seen in others, using technology and purposeful learning to make the process easier and more enjoyable.
E176 — "Know Yourself”: Interview with Michael Scovel Part 2
Q: What mindset should recent graduates be thinking about when applying for roles?
Recent graduates should focus on identifying their 'get to' tasks and seek to grow within companies that offer pathways to align their roles with what they enjoy.
E170 — From NBA to Motivational Speaker Hall of Fame, with Walter Bond
Q: What would you tell a student that wants to add value and have a career that matters?
Focus on becoming an expert and helping people solve problems; true wealth comes from serving mankind.
E160 – Interview with Dennis Moseley-Williams Part 2
Q: What business are you really in?
It's about inspiring meaningful change in clients' lives and businesses.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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 show centers on helping financial advisors grow profitable practices while balancing life and leadership. Episodes frequently explore mindset shifts, practical client experience improvements, and scalable systems (like onboarding, planning processes, and podcasting) that translate into measurable business results. A standout element is the emphasis on holistic wealth-management concepts (heritage, legacy, taxes) and personal development, often featuring practitioners, coaches, and financial-advisory peers who share actionable strategies. Listeners are likely seekers of pragmatic growth, better client relationships, and a richer professional and personal life, with a consistent focus on advisors' development and profitability.

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How many listeners does From Busy to Rich get?

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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. Small Business Tax Savings Podcast
2. Morning Wire
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. The Way I Heard It with Mike Rowe
5. The Game with Alex Hormozi

How many episodes of From Busy to Rich are there?

From Busy to Rich launched 4 years ago and published 188 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact From Busy to Rich?

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What guests have appeared on From Busy to Rich?

Recent guests on From Busy to Rich include:

1. Carl Richards
2. Matt Halloran
3. Blake Brewer
4. Dr. John Lamansky
5. Michael Scovel
6. Steve D'Annunzio
7. Sten Morgan
8. Bryan Clayton

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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