About Wes Young
Resources
Books Blog Speaking Contact Affiliates
Available Courses
Transform Learning Series™ What Do You Do Normalize the New Mindset What Do You Do & Mindset Bundle Fee Based Financial Planning Phase 1 Fee Based Financial Planning Phase 2
Podcast
Podcast Be a Podcast Guest Invite Wes to be a Podcast Guest Top 10 Episodes Submit a Podcast Question
My Tools
Sign Up For Transform Learning Series Narrative Checklist & Videos Meeting Prep Checklist The Fillable TTT Tool Foundational Tool
Find Your Course

E103 – Let the Games Begin Part 2! Time to Shed Some Weight

Click here to watch the video version.

In this episode of "From Busy to Rich," hosts Wes and Justin continue their discussion on defining the "game" one wants to play in life and business. They stress the importance of consciously choosing priorities and strategies that align with one's values. Wes introduces the use of new tools to streamline processes, saving time and improving the quality of client interactions. They emphasize that these strategies can lead to greater success, fulfillment, and a better quality of life for advisors.

In today’s episode we will cover:

  • Defining personal and business goals and the "game" one wants to play.
  • Aligning resources (time, talent, energy, attention) with personal values.
  • Challenges faced in traditional meeting planning preparation processes.
  • Introduction of new tool for efficient meeting prep.
  • The significance of embracing tools like checklists and video summaries.
  • Improving overall efficiency and quality of life for financial advisors.

We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.