$1,700.00 USD

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Transform Learning Series™ | January '25 | 3-Payments

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From Sophisticated Confusion to Mature Simplicity

with Wes Young

In this business, we don’t die from starvation of too little opportunity—we die from indigestion of too much. Unlimited markets, products, services, and methods can leave us feeling overwhelmed and chaotic.

The good news? You can move from confusion to clarity.

In this series, Wes Young will unpack a powerful framework to create influence, sustainable profitability, and real impact. You’ll learn:

  • The Language to move clients to action
  • The Technology to streamline your processes
  • Back Office Systems to stay organized
  • Team Development to build a high-performing team

Plus, access the Transform Community for 12 months, including 2 rounds of live sessions 22 total, bonus content, and resources. After completing the course, you'll be added to the Transform Alumni Sessions for ongoing support.

Simplify your approach. Maximize your impact.

The sessions:

  1. Path to Peak-Performance
  2. Location: Understanding Your Story About Money
  3. Expectation: Enhancing Your Story About Money
  4. Direction: Family Bank Velocity
  5. Direction: “What If Scenario” Death
  6. Direction: Maximizing Tax Intelligence
  7. Ongoing Client Engagement
  8. What Are You Thinking? 
  9. Building Peak Performance Teams – Part 1
  10. Building Peak Performance Teams – Part 2
  11. Calendar Mastery: From Chaos to Control
  12. In-person Deep Dive
  13. + Bonus Sessions
  14. + Monthly Alumni Sessions