Episodit

  • E105 – From Resistance to Relationship: Evolving the Advisor-Wholesaler Dynamic

    E105 – From Resistance to Relationship: Evolving the Advisor-Wholesaler Dynamic

    · From Busy to Rich
    Click here to watch the video version

    This episode of "From Busy to Rich," Wes, Sten, and Andy delve into the evolving dynamics between financial advisors and wholesalers. They initiate the conversation by reflecting on their changing perspective on these relationships. They discuss the nature of influence in business, emphasizing the importance of wholesalers understanding advisors' challenges before pitching products. Sten, shares personal experiences, highlighting the need for advisors to prioritize client interests and maintain professional integrity. The episode underscores the significance of setting clear expectations, fostering meaningful interactions, and balancing collaboration with objectivity in the financial advisory landscape.

    In today’s episode we will cover:

    Evolving dynamics between financial advisors and wholesalersThe nature and levels of influence in business relationshipsChallenges faced by financial advisors in engaging with wholesalersClear expectations in wholesaler-advisor relationshipsStrategies for wholesalers to provide value to financial advisorsBalancing personal relationships with professional integrityEmbracing new opportunities while maintaining focus on client interests

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

    Have a question for us to answer on the podcast? Let us know here!

     

     

  • E104 – The Elephant in the Room

    E104 – The Elephant in the Room

    · From Busy to Rich
    Click here to watch the video version

    This episode of "From Busy to Rich," released on September 11, 2024, marks the 23rd anniversary of the terrorist attacks on 9/11/2001. We take a moment of remembrance for the nearly 3,000 lives lost and the bravery of first responders. The preparation for today’s episode highlighted the challenge of having difficult conversations. Hosts Wes and Justin discuss the importance of addressing "the elephant in the room"—acknowledging and discussing uncomfortable issues to improve profitability and quality of life. Wes shares a personal anecdote about a challenging meeting with a CEO, highlighting how confronting underlying tensions can lead to more productive conversations. They emphasize honesty and openness in professional interactions, especially in difficult situations.

    In today’s episode we will cover:

    Importance of addressing difficult topics in professional settings.Concept of "the elephant in the room" and its relevance to uncomfortable discussions.Impact of acknowledging underlying tensions on productivity and communication.Emphasis on honesty and openness in professional interactions.The role of trust and collaboration in enhancing client relationships.Call to reflect on personal professional challenges and address them proactively.

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

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  • E103 – Let the Games Begin Part 2! Time to Shed Some Weight

    E103 – Let the Games Begin Part 2! Time to Shed Some Weight

    · From Busy to Rich
    Click here to watch the video version.

    In this episode of "From Busy to Rich," hosts Wes and Justin continue their discussion on defining the "game" one wants to play in life and business. They stress the importance of consciously choosing priorities and strategies that align with one's values. Wes introduces the use of new tools to streamline processes, saving time and improving the quality of client interactions. They emphasize that these strategies can lead to greater success, fulfillment, and a better quality of life for advisors.

    In today’s episode we will cover:

    Defining personal and business goals and the "game" one wants to play.Aligning resources (time, talent, energy, attention) with personal values.Challenges faced in traditional meeting planning preparation processes.Introduction of new tool for efficient meeting prep.The significance of embracing tools like checklists and video summaries.Improving overall efficiency and quality of life for financial advisors.

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

  • E102 – Let the Games Begin! What Game do You Want to Play?

    E102 – Let the Games Begin! What Game do You Want to Play?

    · From Busy to Rich
    Click here to watch the video version

    In this episode of "From Busy to Rich," hosts Wes and Justin explore the concept of defining the "game" professionals want to play in their careers and lives. They emphasize the importance of clarity in setting personal and professional goals and creating a vision that inspires and motivates. Wes discusses the significance of understanding one's priorities and standards of excellence, rather than inheriting them from others. The conversation also highlights the role of gratitude and reflection on past experiences in shaping future aspirations.

    In today’s episode we will cover:

    Defining the "game" professionals want to play in their careers and lives.Creating a vision that inspires and motivates individuals.Reflecting on past experiences to identify key moments of joy and fulfillment.Practical steps for turning aspirations into actionable goals.The need for clear standards and processes to achieve goals.Importance of community and feedback in personal growth.

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

  • E101 - “All It Takes Is A Goal” With Best Selling Author Jon Acuff

    E101 - “All It Takes Is A Goal” With Best Selling Author Jon Acuff

    · From Busy to Rich
    Click here to watch the video version.

    In this episode of "From Busy to Rich," hosts Wes and Justin welcome Jon Acuff, an author and speaker, to discuss insights from his latest book. They emphasize the importance of reflecting on past successes to inform future goals. Jon introduces practical strategies like breaking down goals into manageable steps and the "rearview mirror exercise" to foster gratitude and self-awareness. The conversation aims to inspire financial advisors to enhance their profitability and quality of life by aligning their goals with their values and building trust with clients through small, achievable wins.

    In today’s episode we will cover:

    Importance of personal development for financial advisorsReflecting on past successes to inform future goalsPractical methods for effective goal-settingConcept of a "best moments list" for identifying passionsThe "rearview mirror exercise" for fostering gratitude and self-awarenessBreaking down goals into manageable steps using a "goal ladder"Aligning retirement plans with personal values and relationshipsThe impact of negative "soundtracks" on mindset and successEmphasizing the joy of the journey toward achieving goals

    For a chance to get a free copy of Jon’s book, please email [email protected] with the subject “All It Takes Is A Goal” and include the following information in the email:

    Go to Apple Podcasts, Spotify, or wherever you listen to the show and leave a review.Take a screen shot of your review and email address so we know it’s you, then attach screenshot to the email.Share your mailing address that you want your copy shipped to.

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

  • E100 – Recipes for Success with Jerry Morgan, CEO Texas Roadhouse

    E100 – Recipes for Success with Jerry Morgan, CEO Texas Roadhouse

    · From Busy to Rich
    Click here to watch the video version.

    In this episode of "From Busy to Rich," hosts Wes and Andy interview Jerry Morgan, President and CEO of Texas Roadhouse. Jerry shares his 27-year journey from managing partner to CEO, emphasizing the importance of maintaining high standards in service and food quality. He discusses the company's culture, leadership principles, and commitment to community engagement. Jerry also highlights the balance between innovation and staying true to core values, reflecting on the company's expansion and the introduction of new restaurant concepts. The episode offers valuable insights into leadership and innovation relevant to any industry.

    In today’s episode we will cover:

    Jerry Morgan's 27-year journey at Texas Roadhouse, from managing partner to CEO.The culture and values that define Texas Roadhouse.Leadership principles and philosophy emphasized by Jerry Morgan.The importance of maintaining high standards in service and food quality.The company's commitment to community engagement and customer experience.The balance between innovation and staying true to core offerings.Creating a positive work environment for employees.The significance of discipline and clarity of expectations in leadership.Strategies for building strong customer relationships without relying on traditional advertising.Lessons on mastering fundamentals and fostering collaboration in business.

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.  

  • E99 – You’re Not Crazy, You’re Just First! Part 2

    E99 – You’re Not Crazy, You’re Just First! Part 2

    · From Busy to Rich
    Click here to watch the video version.

    In this episode of "From Busy to Rich," hosts Wes and Andy engage in a deep conversation with Mike, a seasoned advisor and leader at New York Life. Mike shares his 30-year career journey, emphasizing themes of personal growth, leadership, and the importance of not limiting one's potential. He introduces the concept of the "three P's" of future planning: Pipe Dream, Probable, and Possible, advocating for a mindset focused on possibilities and innovation.

    In today’s episode we will cover:

    Personal growth and developmentLeadership and mentorshipThe significance of setting ambitious goalsThe concept of "possible" versus "pipe dreams"The role of sacrifice in achieving successThe idea of "savage persistence" in overcoming challengesThe importance of community and support in personal journeysInsights from the book "The 52 Truths"

    For a chance to get a free copy of Mike’s book, please email [email protected] with the subject 52 Truths with the following information:

    Share one truth you live byShare your mailing address that you want your copy shipped to

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

     

  • E98 – You’re Not Crazy, You’re Just First!

    E98 – You’re Not Crazy, You’re Just First!

    · From Busy to Rich
    Click here to watch video version.


    In this episode of "From Busy to Rich," hosts Wes and Justin welcome Dev Warren, an experienced business advisor. The discussion, inspired by Jamie Kern Lima's book "Worthy," focuses on helping financial advisors enhance their profitability and quality of life. Dev shares his career journey, emphasizing the importance of mentorship and seizing opportunities. He discusses the challenges entrepreneurs face when they hit a plateau and the need for adaptability and strategic hiring. They encourage listeners to embrace new ideas, trust their teams, and design a life aligned with their values and passions.

    In today’s episode we will cover:

    Theme of Being "First"Mentorship ImportanceNavigating Business PlateausStrategies for helping business owners assess priorities and identify growth areas.Insights on taking calculated risks and the importance of trusting instincts in business decisions.Creating a Meaningful LifeLegacy and Business RepresentationTeam Dynamics and TrustAdaptability and Strategic Hiring

     

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

     

    If you’re interested in learning more about Dev Warren and what his team does you can find out more on his website   https://ascendantadvisory.com/, or you can email him directly at [email protected].

     

    Here is a link to the book by Jamie Kern “Worthy”  https://worthybook.com/.

  • E97 – Your next 10x Jump: Bicycles and Bamboo

    E97 – Your next 10x Jump: Bicycles and Bamboo

    · From Busy to Rich
    Click here to watch the video version.

    In this episode of "From Busy to Rich," hosts Wes and Justin delve into the concept of achieving a 10x growth jump. They emphasize the importance of rethinking and reshuffling team roles to facilitate significant growth. Using analogies like bicycles and bamboo, they illustrate different growth strategies. Bicycles represent incremental, visible progress, while bamboo symbolizes foundational, unseen development that eventually leads to exponential growth. They discuss delegating tasks, creating ideal calendars, and setting clear success metrics for new hires. The episode underscores the need for strategic planning and intentional actions to achieve transformative business growth.

    In today’s episode we will cover:

    Taking a 10x jump in growthRethinking and reshuffling the deck of where people sit on the busAnalogy of bicycles and bamboo in relation to business growthDelegating tasks and focusing on high-value activitiesCreating job descriptions and ideal calendarsBuilding a strong foundation and root system for growthEvaluating tasks as bicycle 10x or bamboo 10xIntention behind solutions for growthTransform Learning Series

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up. You can also access our TTT tool right here.

    If you’re interested in the Strategic Coach program Wes mentioned in the episode you can learn more by clicking here!

  • E96 – The Power of Alignment!

    E96 – The Power of Alignment!

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Andy and Wes explore the concept of alignment in business, and the four levels of entrepreneurial evolution. They discuss the importance of aligning capital with personal values and the transition from micromanaging to building a strong team. Wes emphasizes the "who not how" mindset, empowering leaders, and creating a self-managed company. They highlight the ultimate goal of a self-multiplying team, leveraging unique abilities for maximum growth. The conversation underscores the need for regular realignment, energy management, and fostering a culture of continuous improvement.

    Click here to watch the video version.

    In today’s episode we will cover:

    Power of alignment in businessFour levels of entrepreneurial evolutionImportance of aligning capital with personal valuesTransitioning from "rugged individual" stage to building a strong teamShifting to a "who not how" mindset for business growthCreating a self-managed company by replacing oneself with leadersLeveraging talents and unique abilities for maximum impactConcept of self-multiplying at level fourImportance of emotional maturity and long-term vision for growth

    We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

     

     

     

  • E95 – Four Levels of Delegation

    E95 – Four Levels of Delegation

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Andy and Wes explore the four levels of delegation. They explain each level: gathering information, informed progress, informed results, and ownership. Emphasizing the importance of clear communication, they discuss how understanding these levels can lighten leaders' mental loads and foster trust within teams. They also stress the need for celebrating the ownership level of delegation and plan to create a series of shorts on these concepts for their listeners.

    Click here to watch the video version.

    In today’s episode we will cover:

    Four levels of delegationImportance of clear communication and understanding of delegation levelsTension and potential misunderstandings in delegationExamples and insights into applying delegation levelsImpact of delegation on reducing mental load and creating a healthier business environmentCelebrating and acknowledging the ownership level of delegation

    We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

  • S16E2 – Random Thoughts on Leadership: Run Towards What you Want!

    S16E2 – Random Thoughts on Leadership: Run Towards What you Want!

    · From Busy to Rich

    In this episode of "From Busy to Rich," hosts Andy, Wes, and Justin discuss the importance of being intentional and focusing on moving towards desired goals rather than away from undesired situations. They explore themes of leadership, personal development, and the financial planning industry. The conversation emphasizes the need to challenge default settings, clarify what a rich life means, and align actions with true values. By defining success and setting clear intentions, they argue that individuals can achieve more meaningful progress and avoid the pitfalls of aimless business.

    Click here to watch the video version.

    In today’s episode we will cover:

    Being intentional and focusing on moving towards what one wants rather than away from what one doesn't wantLeadership and personal developmentFinancial planning industryChallenging default settingsThe importance of defining what "winning" looks likeArticulating a rich life and aligning goals with clientsThe power of frustration as a motivator for growthChanneling business towards what truly mattersSetting clear intentions for progressAvoiding getting caught up in activities that don't align with goals

    We hope you enjoy this episode, and we would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.

  • S16E1 – Random Thoughts on Leadership: Default Settings

    S16E1 – Random Thoughts on Leadership: Default Settings

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Wes and Justin explore the concept of default settings and their impact on decision-making in personal and professional contexts. They illustrate how default settings can limit potential and emphasize the importance of challenging these norms. They stress the need for intentionality in challenging defaults and mention upcoming resources like the book "Unreasonable Hospitality" and the Transform Learning Series™ class for financial advisors.

    Click here to watch the video version.

    In today’s episode we will cover:

    Default settings and their impact on decision-makingChallenging default settings in personal and professional lifeCreating a rhythm for challenging the norm and implementing new ideasBeing intentionalEmbracing change for growth and success

    We hope you enjoy this episode, and we would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ class - click here for information on how to sign up.

  • E92 – Unleashing Business Potential: The Transform University Program

    E92 – Unleashing Business Potential: The Transform University Program

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Andy and Wes introduce the Transform University program, created by Wes Young. Wes discusses the program's purpose, emphasizing the importance of a transformational mindset for business growth. He highlights the need for advisors to increase profitability and quality of life for themselves and their clients. Wes stresses the significance of embracing change, using the Blockbuster and Netflix story as an example. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities. The episode provides valuable insights for advisors aiming to enhance their business and client interactions.

    Click here to watch the video version.

    In today’s episode we will cover:

    Introduction to Transform University programPurpose and mindset for transformational growth in businessImportance of increasing profitability and quality of lifeNormal and new mentalityOvercoming barriers to changeTangible benefits of the Transform University programCreating an annual engagement process for clientsMaking asking for referrals irrelevantSeizing new areas of opportunity

    We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

  • S15E3 – Influence: Negotiating the Benefit of the Doubt Part 3

    S15E3 – Influence: Negotiating the Benefit of the Doubt Part 3

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Andy and Wes wrap the series as they delve into the art of effective meetings for financial advisors. They discuss the critical role of first impressions and the necessity of earning clients' trust early on. Wes shares his strategies for setting up initial meetings that are comfortable, conversational, and client-focused. They underscore the importance of clear and simple communication, aiming to establish trust and demonstrate value. Wes also introduces his upcoming learning series, designed to further develop financial advisors' meeting skills.

    Click here to watch the video version.

    In today’s episode we will cover:

    Setting up initial meetings with a focus on creating a comfortable and conversational atmosphereBeing concise and making the meeting about the client's needs and interestsEstablishing trust and demonstrating value to the clientSignificance of simplicity and clarity in communicationContinuous improvement of skills in communication for advisors

    We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

     

  • S15E2 – Influence: Negotiating the Benefit of the Doubt Part 2

    S15E2 – Influence: Negotiating the Benefit of the Doubt Part 2

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for new advisors to effectively set up meetings with potential clients. They emphasize the importance of being genuine, clear, and emotionally intelligent when communicating with clients. Wes shares his early career experience, highlighting the need to build trust and negotiate the benefit of the doubt. He suggests a transparent approach, including the possibility of partnering with experienced advisors to bolster credibility. Andy advocates for setting realistic time expectations for meetings.

     Click here to watch the video version.

    In today’s episode we will cover:

    Importance of negotiating the benefit of the doubt when setting up meetings with potential clientsBeing genuine and clear in approach to gain trust and interest of clientsImportance of emotional intelligence in client interactionsSetting realistic time expectations for meetingsIneffective approach of inviting contactsNew narrative for approaching potential clientsEmphasizing the need for emotional intelligence in client interactionsStrategies for building entry influence with clients

    We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

  • S15E1 – Influence: Negotiating the Benefit of the Doubt Part 1

    S15E1 – Influence: Negotiating the Benefit of the Doubt Part 1

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for financial advisors to earn trust and establish rapport with potential clients. Wes shares his experience with a high-net-worth individual, emphasizing the need to negotiate the benefit of the doubt, build common ground, and focus on the client's needs. They explore the importance of mindset, genuine conversation, and continuous self-improvement. The conversation highlights how advisors can overcome doubts, demonstrate their value, and foster successful client relationships through intentional dialogue and trust-building.

    Click here to watch the video version.

    In today’s episode we will cover:

    Importance of negotiating the benefit of the doubt when meeting with prospectsEstablishing common ground and building trust with prospectsEmphasizing the need to convey competence and likabilityReflecting on the challenges and attitudes required to succeed in the financial advising industryShifting the focus from wanting something from the client to wanting something for the clientDedication and intentionality required to negotiate doubts effectively

    We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

  • E88 – People Walking Through Your Head with Dirty Feet

    E88 – People Walking Through Your Head with Dirty Feet

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Andy and Wes explore the crucial role of mental management in daily life. They discuss the importance of controlling our reactions to prevent external factors, like rudeness or bad news, from disrupting our mental state. The conversation covers strategies for dealing with workplace negativity, advocating for open communication and boundary setting. Additionally, they highlight self-awareness, emotional intelligence, and personal accountability as key to maintaining a positive internal dialogue and overall mental well-being.

    Click here to watch the video version.

    In today’s episode we will cover:

    Importance of managing thoughts and interactions within our mindsGandhi's quote "I will not let anyone walk through my mind with their dirty feet"Importance of self-awareness and emotional intelligence in managing responses to external triggersHandling negative attitudes and complaints within the workplaceFostering open communication and setting boundaries to prevent negativity in team dynamicSignificance of self-reflection and personal accountability in managing mindsetImpact of own thoughts and behaviors on mental well-beingPractical strategies for maintaining a positive and productive mental state in various interactions and environments

    We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

     

  • E87 – Mid-Year Course Correction

    E87 – Mid-Year Course Correction

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Andy and Wes discuss the critical practice of mid-year course correction for advisors. They highlight the value of quarterly planning and taking time away from the usual environment to reflect and set actionable goals for the next 60 days. The conversation centers on the connection between intentional planning, profitability, and quality of life, offering practical strategies for advisors to assess and enhance their current situation for excellence in both professional and personal realms.

    CLICK HERE TO WATCH THE VIDEO VERSION.

    In today’s episode we will cover:

    Importance of mid-year course correctionPractical strategies for evaluating and improving current situationSignificance of quarterly planning for profitability and quality of lifeEmphasis on intentional planning and focused effortValue of getting out of one's normal environment for reflection and planningPractical strategies for setting goals and driving positive change

    We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

  • E86 – The Most Crucial Decision for Financial Advisors

    E86 – The Most Crucial Decision for Financial Advisors

    · From Busy to Rich

    In this episode of "From Busy to Rich," host Andy and guest Wes delve into the crucial decision of when financial advisors should hire their first employee. They discuss the benefits of hiring for profitability and improved quality of life for both advisors and clients. Wes shares his own struggles as a solo practitioner and the importance of recognizing when to delegate tasks. The duo addresses the fears surrounding hiring, advising listeners to view it as an investment rather than a cost. They stress the need for a clear job description, the courage to embrace change, and the importance of aligning hires with the business vision.

    CLICK HERE TO WATCH THE VIDEO VERSION.

    In today’s episode we will cover:

    Pivotal moment for financial advisors to make their first hireRecognizing signs indicating the need to stop handling all tasks aloneHiring the right person to support the businessAvoiding non-advisory tasks that do not add value to the organizationShifting mindset from viewing hiring as a cost to seeing it as an investmentEmotional and practical aspects of hiring the first employeeCreating clear job description and expectations for the new hire

     We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up. Click here to download the TTT tool.

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