Transform Learning Series

Don't Miss the Next Course

From Confusion to Clarity

with Wes Young

Transform your practice from sophisticated confusion to mature simplicity, building significant recurring planning revenue while growing your assets under management and increasing your commission. Our proven path helps you reach new levels of peak performance, creating greater impact, profitability, and quality of life for you, your team, and your clients.

Two powerful remote series (11 sessions each)
All day in-person Deep-Dive
All course materials via your personal online portal
Ongoing connection through exclusive live alumni sessions

Your Journey to Peak Performance

The Transform program delivers a comprehensive development experience
designed specifically for financial professionals who want to elevate their practice and achieve sustainable growth.

"Excellent series. I learned a tremendous amount of valuable insight from the overall planning approach to becoming more effective in client meetings."

"Wes is the best in the business and his course got me where I am today. I highly recommend devoting your time, energy, and capital resources to his program. The return will yield you fruit your entire career."

"I have been craving a process like this my entire 10 years of this career, and I am so grateful, I have so much gratitude to Wes and to his team."

Session Overview

All Remote Sessions Are From 10:00am - 11:30am CST

Jan 21st: Path to Peak-Performance
Feb 4th: Location: Understanding Your Story About Money
Feb 11th: Expectation: Enhancing Your Story About Money
Feb 18th: Direction: Family Bank Velocity
Feb 25th: Direction: “What If Scenario” Death
Mar 4th: Direction: Maximizing Tax Intelligence
Mar 11th: Ongoing Client Engagement
Mar 25th: What Are You Thinking?
Apr 1st: Building Peak Performance Teams – Part 1
Apr 8th: Building Peak Performance Teams – Part 2
Apr 15th: Calendar Mastery: From Chaos to Control
Apr 22nd: In-Person Deep Dive
+ Bonus Sessions