All Episodes
Episodes
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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,...
View Episode
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...
View Episode
E171 — The New Client Experience: Direction - Increasing Family Bank Velocity
What’s next after a client says “yes” to working with you?
In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable...
View Episode
E170 — From NBA to Motivational Speaker Hall of Fame, with Walter Bond
In this episode of "From Busy to Rich," host Wes Young interviews Walter Bond, a former NBA player turned Hall of Fame motivational speaker and coach. Walter shares his journey from college basketball struggles to NBA...
View Episode
