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From Busy to Rich

Wes Young
Financial Advisory
Entrepreneurship
Financial Planning
Peak Performance Teams
Financial Services
Financial Advisors
Client Meetings
Mindset
Negotiation
Goal Setting
Client Relationships
Hiring Practices
Year-End Planning
Emotional Intelligence
Personal Growth
Leadership
Client Engagement
Course Correction
Negotiating
Financial Advising

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.

PublishesWeeklyEpisodes178Founded3 years ago
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Artwork for From Busy to Rich

Latest Episodes

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 stra... more

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 pr... more

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 a... more

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 "workin... more

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Recent Guests

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
Dennis Moseley-Williams
Expert in experience-based financial planning, helping advisors transform their practices.
Serious Shift
Episode: E160 – Interview with Dennis Moseley-Williams Part 2
Alicia Byers
Business strategist for financial advisors focused on enhancing client experiences and business strategies.
Byer Strategy Group
Episode: E154 – Interview with Special Guest Alicia Byers
Jerry Morgan
CEO of Texas Roadhouse with over 27 years of experience in the company.
Texas Roadhouse
Episode: E153 – Interview with CEO Texas Roadhouse, Jerry Morgan

Host

Wes Young
Host providing unique insights from over 20 years in financial services, focusing on successful practices, mindset, and strategies for advisors.

Reviews

5.0 out of 5 stars from 65 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 States15 days 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 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 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 States2 years ago

Listeners Say

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

The content is frequently described as inspiring and motivational, often fostering a sense of community among advisors.
Many enjoy the host's genuine approach and relatable anecdotes from the financial industry, emphasizing personal growth alongside professional success.
Listeners appreciate the practical and actionable insights that help them improve their financial advisory practices.

Talking Points

Recent interactions between the hosts and their guests.

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.
E160 – Interview with Dennis Moseley-Williams Part 2
Q: What are some of the things you tell that person?
Selling investments and advice isn't enough; advisors need to focus on creating meaningful client experiences.
E154 – Interview with Special Guest Alicia Byers
Q: What is your process in beginning the exploration process with somebody?
I usually ask a lot of questions to get to the bottom of what do you really want in what timeframe and be realistic about the possibilities.

Audience Metrics

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

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Household Income
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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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2. Small Business Tax Savings Podcast

How many episodes of From Busy to Rich are there?

From Busy to Rich launched 3 years ago and published 178 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. Dr. John Lamansky
2. Michael Scovel
3. Steve D'Annunzio
4. Sten Morgan
5. Bryan Clayton
6. Mike Jesowshek
7. Dennis Moseley-Williams
8. Alicia Byers

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