Do you want to increase your
profitability and quality of life?
I help financial professionals with that!
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.""
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."
Start Learning Today
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 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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