All Episodes
Episodes
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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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...
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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...
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E169 — The New Client Experience: Expectation
What makes a client stay, year after year?
In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly...
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E168 — From Average to Exceptional: Redefining Your Path in Financial Advisory
In this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of...
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E167 — The New Client Experience: Location
When you're lost, the first thing you look for is a red dot on a map that says: “You are here.”Â
In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin walk financial advisors through the...
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E166 — The Greatest Lessons in Leadership
In this episode of "From Busy to Rich," host Wes Young interviews his father, former Operations Director of a major Blockbuster Video franchise. They discuss Blockbuster’s rise and fall, leadership lessons, and...
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