About
Learn
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
Resources
Podcast Top 10 Episodes Books Blog Speaking Contact Affiliates Be a Podcast Guest Submit a Podcast Question Invite Wes to be a Podcast Guest
Shop
Tools
Sign Up For Transform Learning Series Narrative Checklist & Videos Meeting Prep Checklist The Fillable TTT Tool Foundational Tool
Find Your Course

E123 – Baking a Cake or Building a Company, Recipe for Success Part 3

Click here to watch the video version.

In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin discuss strategies for financial advisors to enhance business efficiency and quality of life. They introduce the "Mind Vault Method," a technique for preparing for client meetings by recording insights and agendas in advance. This method aims to save time, ensure consistency, and reduce stress. 

In today’s episode we will cover:

  • Key ingredients for business success.
  • High-value financial planning processes and overcoming client resistance.
  • Introduction and explanation of the "Mind Vault Method" 
  • Benefits of the Mind Vault Method, including time efficiency and reduced stress.
  • Practical applications of the Mind Vault Method in client management and project management.
  • The significance of preparation in delivering effective client communication.
  • Tools and resources available for financial advisors to improve their practices.

We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.