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About Wes Young

Hi, I'm Wes

Founder of Planning Shepherd & Wes Young & Associates


Wes Young, founder of the financial consulting firm Wes Young & Associates, specializes in building profitable, sustainable business operations. In addition to working with his private clients, he serves on the board of advisors to some of the nation’s largest privately held companies.

He is an author and speaker, receiving invitations to teach at churches, financial firms, business groups and leadership conferences across the country. Many have invested in and benefited from his audio and visual teaching as well as his books. Wes and his wife, Jamie, live in Austin, Texas, with their children Gage and Abby.

Transform Learning Series:

Increasing Profitability & Quality of Life

Good advisers don’t die from starvation of too little opportunity. We die from indigestion of way too much. In this business, we have unlimited markets we can work in, unlimited products and services we sell, and of course, countless narratives and methods to move a client to action. It is in this sea of unlimited opportunity that we can actually work ourselves into a state of sophisticated confusion. If we aren’t careful, “overwhelmed, disorganized and chaotic” will be the description of our days. The good news is that you can move from a place of sophisticated confusion to mature simplicity.

In this learning series, Wes Young will unpack a very powerful framework that will create incredible influence, sustainable profitability, and make a significant difference in the lives of those you serve. You will learn everything from the language, to the technology, to the back office task management and team development that Wes Young employs. Enrollment is limited to the first 25 premium subscribers.


Transform Learning Series

$2,950 + tax

Most Popular

  • 11 live webinars
  • Audio / video access
  • 1 day Deep Dive in Austin, Texas
  • 1-year subscription to Transform Learning Series
  • Complimentary access to Planning Shepherd Software


Videos from Wes


Books by Wes

What Do You Do? How to Grow Your Business By Answering the Right Way

Do you struggle with answering the question, "What do you do?" Answering this question powerfully is one of the greatest untapped opportunities for progress that exists in our industry. Not only does our approach to answering this question lead us to higher quantity of clients, but it also enhances the quality of relationships we have with them. Join Wes Young as he discusses the ripple effect of how answering this question well extends to the furthest reaches of your business.

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From Busy to Rich

Ever feel like you run out of money before you run out of all the ideas and opportunities you want to pursue? Join Wes Young as he unpacks why trying to out earn all your ideas, never leaves you with extra money, it just leaves you tired. Unlock your ability to have extra time and money as we unveil what it means to go from busy to rich. Proverbs 10:22 tells us "The blessings of the Lord make one rich, and He adds no sorrow to it." Let's learn how to receive those blessings. BEING RICH IS GOD'S IDEA!

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Interested in having Wes speak at your next event? Fill out the form to get started.

Speaking Interest Form

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