If you’ve ever prepared for a week full of client meetings, you know how quickly details blur together. By Thursday, it’s tough to remember what was discussed on Monday. That’s the problem Wes Young and Justin Lakin set out to solve with the Mind Vault Method.

This simple, repeatable system helps f...

Why Most Advisors Avoid Tax Strategy, And Why You Shouldn’t

Tax planning often gets shoved into the “too hard” pile. For many advisors, it feels risky, overly technical, or simply outside their scope. But in the latest episode of From Busy to Rich, Justin Lakin and Wes Young argue that tax intellig...

Estate planning isn’t just about documents and heirs. For business owners, it’s about ensuring that your company—and your relationships—can survive the unexpected.

In the latest episode of From Busy to Rich, Justin Lakin and Wes Young take us inside a type of conversation many advisors skip: what h...

Most estate plans focus on documents, beneficiaries, and distributions. These elements matter, but they do not fully address what families hope will endure across generations. When advisors shift the conversation from what clients are passing down to how they want it to shape future decisions, the p...

When a client says “yes” to working with you, the next steps matter just as much as the pitch that got them there.

In Episode 171 of the From Busy to Rich podcast, Justin Lakin and Wes Young dive into what they call the Direction Phase; the critical time when financial advisors turn planning concep...

When a client says yes to working with you, what are they really saying yes to?

It’s not a plan. It’s a process.
It’s not just a product. It’s a promise.

This week on From Busy to Rich, Justin Lakin and Wes Young unpack one of the most overlooked yet critical parts of an advisor’s client journey: t...

In a world of goal-based financial planning, it's easy to focus on where clients want to go.

But what if the most powerful step isn't about the destination... It's about identifying the starting point?

Welcome to the Location Phase, a strategic approach that transforms first meetings from surface-...

Ever returned from a conference feeling inspired, only to watch your best ideas disappear under a wave of daily demands?

You’re not alone.

Advisors are constantly flooded with powerful strategies through podcasts, events, books, or even brilliant moments of clarity in the car, but most of those in...

For many financial advisors, the biggest obstacle to growth isn’t a lack of vision; it’s the comfort of consistency.

We all crave systems that work. But what happens when the systems you built to grow your practice become the very thing that holds it back?

This post explores a mindset every adviso...

The Unlived Life: Why Your Gap Matters

Most of us have a vision of the life we want, a version of ourselves that feels freer, more fulfilled, and more aligned with what matters most. But there’s often a gap between where we are and where we want to be. In this episode of From Busy to Rich, Justin L...

 What if the business you’re building isn’t just about assets under management or client retention, but about creating a life you’re actually excited to live?

That’s the concept at the heart of what Wes Young calls “the unlived life”, the version of you that’s waiting to emerge once you stop living...