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.
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. The next series begins July 25th.
$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 CST
- July 22nd: Path to Peak-Performance
- July 29th: Location: Understanding Your Story About Money
- Aug 5th: Expectation: Enhancing Your Story About Money
- Aug 12th: Direction: Family Bank Velocity
- Sep 2nd: Direction: “What If Scenario” Death
- Sep 9th: Direction: Maximizing Tax Intelligence
- Sep 30th: Ongoing Client Engagement
- Oct 7th: What Are You Thinking?
- Oct 14th: Building Peak Performance Teams – Part 1
- Oct 28th: Building Peak Performance Teams – Part 2
- Nov 4th: Calendar Mastery: From Chaos to Control
- Nov 17-18th: In-Person Deep Dive (Dallas, Texas)
- + Bonus Sessions
