E173 — The New Client Experience: Direction - Unleashing Human Potential
What happens after the estate plan is written?
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, especially those around inheritance, legacy, and the deeper meaning of heritage.
Wes shares powerful stories contrasting the Vanderbilt and Rockefeller family legacies, offering real-world examples of how planning, or lack thereof, can shape generational outcomes. Together, Justin and Wes break down their team’s meeting structure, tools like Planning Shepherd, and how they help clients visualize the impact of estate decisions on income and legacy.
What to expect from their conversation:
- The difference between inheritance (assets) and heritage (values and vision)
- How to present estate flow and income replacement scenarios
- A repeatable meeting format for guiding estate and heritage discussions
- Creative ways to help clients build a living “Family Constitution”
Resources:
Previous Episodes of Interest:
- The New Client Experience: Location
- The New Client Experience: Expectation
- The New Client Experience: Direction - Increasing Family Bank Velocity
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