On-Demand Courses

For Financial Profesionals Who Want to Grow Their Business

Increase Your and Your Clients' Profitability & Quality of Life

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Do you want to increase your
profitability and quality of life?

I help financial professionals with that!

On-Demand Courses

Learn on-demand, when and how you want. Your busy schedule shouldn't keep you from growing.

Systematize Your Training

Your greatest investment is you. Systematize your growth, learning, and training.

Grow Your Business

Growth shouldn't be guess work. Get practical, proven strategies to grow your financial planning practice.

What People Are Saying

Our students' success speaks volumes.

"Language is key to the financial planning process, and Wes Young helps provide value through clear language, a dedicated process, and allowing us to build deeper relationships with our clients."

Kevin Clapham

Momentum Capital Group, LLC

"Before Wes Young & Planning Shepherd, sharing a holistic picture of where clients are, where they wanted to go, and the progress since we started was a challenge. Now I can provide clear overviews, modeling, and deliverables for my clients, and it comes with the best mastermind and group training in the industry."

Jason Harman

Umpqua Wealth

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Mindset Course

Our greatest opportunity to recognize our future possibilities is not about abandoning your normal or rejecting the new but instead keeping the tension healthy between the two.

$199.99

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What Do You Do?

Develop an answer to the question "What do you do?" in a way that attracts your ideal clients and makes them lean in.

$199.99

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What Do You Do & Normalizing the New Mindset Bundle

Get both "What Do You Do?" and "Normalizing the New Mindset" for $50 when you bundle them together.

$349.99

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What You'll Find in Each Course

High quality content and practical teaching.

High Quality Video Content

All of our on-demand sessions are well-produced, high quality video to make your learning engaging.

Take Away Notes & PDFs

Internalize your takeaways by following along with our pre-designed notes and take away documents.

The Why & The What

These courses won't just be high-level theories and ideas. You'll get practical demonstrations, client meetings, processes, and more.

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