All Episodes
Episodes
E183 — The Master Plan Template: How to Stop Forgetting Critical Client Details
Have you ever walked out of a client meeting feeling great about the connection, only to realize later that you forgot to discuss a key tax strategy or important planning opportunity?
What if there was a way to...
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E182 — The Conversation is the Value with Carl Richards
In this episode of From Busy to Rich, Wes Young and Justin Lakin welcome back Carl Richardsto explore a different approach to financial advice—one centered on understanding a client’sstory rather than simply...
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E181 — How Advisors Can Break Through Fear, Fatigue, and Ego with Matt Halloran
Some advisors seem born with bold voices — but most are still whispering in thecorner.
In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-founder of ProudMouth and creator of Sonic Boom...
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E180 — Legacy Letters: The Most Valuable Asset You’ll Ever Leave
In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and...
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E179 — Tech-Powered Planning: Mind Vault Method
Nobody talks about the 15 prep meetings they did before a client call, but they do remember the one where everything just clicked.Â
In this episode, host Wes Young and co-host Justin Lakin unpack the Mind Vault...
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E178 — Revolutionizing Your Health Journey with Dr. Lamansky
In this episode of "From Busy to Rich," host Wes Young interviews his personal physician, Dr. John Lamansky, about the intersection of health, entrepreneurship, and financial planning. Dr. Lamansky shares his journey...
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E177 — The New Client Experience: Direction - Tax Intelligence Integration
Nobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host...
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E176 — "Know Yourself”: Interview with Michael Scovel Part 2
In this episode of "From Busy to Rich," hosts Wes Young, Justin Lakin, and guest Michael Scovel continue their discussion on the importance of self-awareness and understanding personal strengths in financial services...
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E175 — The New Client Experience: Unlocking Generational Potential
What happens when business partners don’t plan for the unexpected?
In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin tackle a complex but critical aspect of estate planning: what happens to...
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E174 — Standing Out in the Crowd, With Michael Scovel Part 1
In this episode of "From Busy to Rich," hosts Wes Young, Justin Lakin, and frequent guest Michael Scovel dive into the art of effective communication. They discuss the importance of preparation, researching people or...
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E173 — The New Client Experience: Direction - Unleashing Human Potential
What happens after the estate plan is written?Â
In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the essential conversations financial advisors must lead during the Direction Phase,...
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E172 — The First Steps to Becoming a Better Leader
In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Steve D’Annunzio, founder of the Soul Purpose Institute. They explore personal development and leadership through the lens of soul...
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