From Sophisticated Confusion to Mature Simplicity
with Wes Young
In this business, we don’t die from starvation of too little opportunity—we die from indigestion of too much. Unlimited markets, products, services, and methods can leave us feeling overwhelmed and chaotic. The good news? You can move from confusion to clarity. In this series, Wes Young will unpack a powerful framework to create influence, sustainable profitability, and real impact. You’ll learn:
- The Language to move clients to action
- The Technology to streamline your processes
- Back Office Systems to stay organized
- Team Development to build a high-performing team
Plus, access the Transform Community for 12 months, including 2 rounds of live sessions 22 total, bonus content, and resources. After completing the course, you'll be added to the Transform Alumni Sessions for ongoing support.
Simplify your approach. Maximize your impact.
$4,750 (1 payment)
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"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 Central
- Jan 29th: Path to Peak-Performance
- Feb 5th: Location: Understanding Your Story About Money
- Feb 12th: Expectation: Enhancing Your Story About Money
- Feb 19th: Direction: Family Bank Velocity
- Feb 26th: Direction: “What If Scenario” Death
- Mar 5th: Direction: Maximizing Tax Intelligence
- Mar 12th: Ongoing Client Engagement
- Mar 26th: What Are You Thinking?
- Apr 2nd: Building Peak Performance Teams – Part 1
- Apr 10th: Building Peak Performance Teams – Part 2
- Apr 16th: Calendar Mastery: From Chaos to Control
- In-Person Deep Dive (Austin, Texas)
- + Bonus Sessions
