$2,950.00 USD

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Transform University | Jan '22

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.

What you'll get:

The sessions:

  1. Mindset: Normalize the New
  2. Location: Understanding Your Story About Money
  3. Expectation Phase Prep
  4. Expectation: Enhancing Your Story About Money
  5. So Your Advisor Charged a Fee, Now What? 
  6. Direction: Standard of Care For Your Income & Liquidity
  7. Direction: "What if" Scenario (Death)
  8. Direction: Large Estates & Income Tax
  9. The Power of Full Engagement
  10. What Are You Thinking? 
  11. Mastering Self & Team Awareness: Mindscan Assessment
  12. Mastering Self & Team Awareness: Kolbe / Working Genius Assessment
  13. Ideal Calendar / Ideal Week