All Episodes
Episodes
E135 – Attracting Clients and Generating Referrals: The Key to Advisor Success
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In this episode of "From Busy to Rich," we revisit the conversation Wes and Andy had about some common challenges and misconceptions around how to best find new clients and grow your...
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E134 – Revolutionary Ideas Often Face Resistance Before Eventually Becoming Accepted Wisdom
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In this episode of "From Busy to Rich," Wes and Justin explore the topic of innovation cycles and its importance within the financial industry. Prompted by a question from Wes's...
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E133 – Navigating Client Emotions
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In this episode of "From Busy to Rich," Wes and Justin discuss strategies for financial advisors to manage client emotions during market cycles and uncertainty. Justin emphasizes...
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E132 – From Bland to Brilliant: Elevating Your Answer to "What do you do?"
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In this episode of "From Busy to Rich," Wes and Justin discuss how financial advisors can effectively answer the question "What do you do?" in a way that engages the listener and...
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E131 – Top Strategies for Financial Advisors to Reclaim Time and Drive Business Growth
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In this episode of "From Busy to Rich," we introduce a live session with alumni from the Transform Learning Series, focusing on helping financial advisors grow their businesses...
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E130 – Wes in the Hot Seat!
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In this episode of "From Busy to Rich," Justin interviews Wes with questions that have come in from our listeners and Transform Learning Series participants. They discuss...
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E129 – Referral Requests: The Good, The Bad, and The Funny
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In this episode of "From Busy to Rich," we’re diving back into the discussion where hosts Wes and Andy debunk the idea that more customers are the key to a better advisory...
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E128 – How can we embrace a better future despite past disappointments?
In this episode of "From Busy to Rich," we’re going to revisit a popular discussion we had on the idea of living in two futures, inspired by Seth Godin, and share personal experiences and examples of companies that...
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E127 – Baking a cake or building a company, Recipe for success Part 5
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the significance of structured meetings and effective team coordination for financial advisors....
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E126 – Baking a cake or building a company, Recipe for success Part 4
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin continue the discussion around the metaphor of baking a cake to illustrate building a successful financial...
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E125 – Leveraging the Impact Zone with Dr. Samantha Herrington
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin interview Dr. Samantha Herrington, COO of a wealth management practice and founder of Ultimate Impact....
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E124 – “Killing Sacred Cows 2.0” with bestselling author Garrett Gunderson
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Garrett Gunderson, a bestselling author, financial expert, and comedian. Garrett shares his...
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