About Wes Young
Hi, I'm Wes
Founder of Planning Shepherd &Â Savagen Strategy
Wes Young is a sought-after financial advisor, author, and speaker who receives invitations to teach across the country. 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. Over the last 20 years, Wes has built an industry leading financial planning practice that has grown to produce well over 7-figures in annual revenue with over $200 million in assets, and almost $700 thousand per year in just annual planning fees separate of AUM. Additionally, Wes has consistently received the industry's highest awards, and has been recognized for being one of the top producing financial advisors.
When starting Savagen Strategy, Wes had a vision for better profitability, better quality of life, and less burnout in the advising business. He built his practice on the concept of having a separate, fee-based planning model in addition to assets under management fees. This approach creates an entirely new baseline revenue that allows financial planning businesses to be better protected from market changes. As an added benefit, advisors using this method are able to provide additional depth to their planning services, building more trust with clients across the entire spectrum of their finances.
Wes believes that this approach is the future of financial planning, and his success shows that to be true. He wants to share the wealth and create a community of experienced advisors who help other advisors succeed. Wes Young Live is providing the next generation of financial planners with online courses, live webinar training sessions, podcasts, and more. Learn about our most popular learning series below.
Transform Learning Community™:
Increasing Profitability & Quality of Life
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Good advisors don't fail from a lack of opportunity. We fail from too much of it.
In this business, you have unlimited markets, unlimited products and services, and countless ways to move a client to action. It's in that sea of unlimited opportunity where sophisticated confusion takes hold. If you're not careful, "overwhelmed, disorganized, and reactive" becomes the description of your days.
The good news: you don't have to figure your way out of that alone.
The Transform Learning Community is where elite performers come to reach their next level, surrounded by others who are building with the same intensity and intention. When you join, you're not just getting a curriculum. You're joining a room full of people who share your ambition, understand your challenges, and are committed to the same standard of growth.
Together, you'll learn the complete framework Wes Young uses to create lasting client influence, sustainable profitability, and a practice that actually serves the life you want. That means the language, the technology, the back-office systems, the team development, all of it, built and refined alongside a community of peers who will push you further than any course ever could.
The advisors who see the biggest results aren't the ones who learn the most. They're the ones who stay connected to people who hold them to a higher standard. That's what the Transform Learning Community is built for.
SIGN UP
Beautiful Savage
You've felt it, haven't you?
The tension between being told to "be grateful for what you have" and the burning desire to build something bigger. The guilt that comes with wanting more when you already have so much. The exhaustion of defending your ambition to people who think you should just slow down. Here's what they don't understand: Ambition isn't the enemy of contentment. It's the source of your aliveness. Beautiful Savage reveals how to integrate the three macronutrients of happiness—meaning, enjoyment, and satisfaction—into your entrepreneurial journey.Â
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!
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.
