Helpful Content, Podcasts, and Courses
For Financial Professionals Who Want to Grow Their Business
Welcome to Wes Young Live
Founder of Planning Shepherd & Wes Young & Associates
As a successful businessman, author, speaker, and leader, Wes has made it his goal to help others increase their profitability and quality of life. After building a process to do that for his clients, Wes turned his attention to also helping other advisors do the same thing. This goal led to the creation of Wes Young Live; a platform to equip advisors who are interested in taking their practice to another level through true, fee-based holistic planning. Wes now specializes in building profitable, sustainable fee-based financial advising practices. Here you will find training, podcasts, online courses, and additional content focused on helping financial planners thrive.Learn More About Wes
The Best Investment You Can Make is in Yourself
Keep growing your knowledge and your business
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.
From Busy to Rich Podcast
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.Latest Episode
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Fee-Based Financial Planning Phase 1
After taking this course, selling products and managing money won't be your value proposition... you will be the value proposition. You'll be a curator of great ideas that help people move toward increased profitability and quality of life.
Fee-Based Financial Planning Phase 2
After taking this course, you'll be able to help your clients develop a meaningful financial plan. From breaking down growth charts to analyzing their personal balance sheet, you'll be able to be a curator of great ideas and deliver consistent value to your clients.
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.
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.""
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."
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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