Episodes
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In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome Jesse Mecham, founder of YNAB (You Need A Budget). Jesse shares his journey from aspiring accountant to financial expert and entrepreneur. He emphasizes the importance of viewing money as a tool for achieving personal goals and reducing stress. The discussion covers Jesse’s entrepreneurial experiences, the significance of aligning spending with personal values, and the concept of "giving every dollar a job." Jesse also introduces his upcoming book, which aims to reshape how people think about money, advocating for financial awareness and self-care.
In today’s episode we will cover:
Jesse Mecham's personal journey from aspiring accountant to financial entrepreneurThe founding and evolution of YNAB (You Need A Budget)Understanding the true purpose of money as a tool for achieving goalsThe concept of "giving every dollar a job" in budgetingThe significance of aligning financial decisions with personal valuesThe role of financial advisors in supporting clients' financial journeysThe impact of awareness on financial management and decision-makingEmphasizing self-care and stress reduction through financial controlWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
We highly encourage you to follow Jesse’s journey and learn more by visiting his site below and checking out the great resources he has available.
YNAB website
The YNAB Podcast
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In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the theme of risk in both business and personal contexts. They discuss risk management strategies, emphasizing the importance of grounded optimism and preparedness. They highlight tools like assessments to reduce uncertainty in hiring and business growth. Collectively, they advocate for a balanced approach to risk, combining realistic assessments with strategic planning to navigate uncertainties and achieve growth.
In today’s episode we will cover:
The nature and omnipresence of risk in business and personal decisions.The concept of "dancing with uncertainty" and preparing for various outcomes.The distinction between manageable risks and inherent risks.The role of risk management in hiring and team building.The impact of grounded optimism versus grounded pessimism on decision-making.Embrace risk as a catalyst for growth and success.We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
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In this episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore the "happy habits of high-performance people.". They discuss balancing ambition with gratitude and introduce the "macronutrients of happiness": enjoyment, satisfaction, and meaning. They introduce practical strategies to integrate these elements into daily routines, aiming to transform work from a burden into a fulfilling and joyful experience.
In today’s episode we will cover:
Happy habits of high-performance individualsImportance of enjoyment and satisfaction in workBalancing ambition with gratitudeThe macronutrients of happiness: enjoyment, satisfaction, and meaningPractical applications for cultivating happiness in workWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
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In this episode of "From Busy to Rich," host Wes Young welcomes Pastor Rob from Shoreline Church in Austin, Texas. The discussion focuses on leadership, engagement, and building a successful organization. Pastor Rob shares insights on the church's operations, emphasizing the importance of the whole team and the journey of establishing the church from scratch. They key in on the significance of initial hires, transitioning from sole proprietorship to organizational leadership, authenticity in leadership, and empowering team members. The episode offers valuable lessons for financial advisors and leaders on fostering a culture of appreciation and collaboration.
In today’s episode we will cover:
Role of teams in organizational success and operations.The significance of initial hires and their impact on organizational growth.Transitioning from sole proprietorship to organizational leadership for scalability.Authenticity in leadership and its effect on trust and relationships.Empowering team members to take on responsibilities for greater efficiency.Spiritual dimensions of leadership and serving others with pure intentions.Building credibility and vision in the early stages of an organization.Celebrating and recognizing teammates to foster community engagement.We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform University series.
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin focus on year-end planning strategies for financial advisors. They emphasize the importance of adding value to year-end planning by maximizing tax efficiency for clients. They discuss various tax-saving opportunities such as S Corporation elections, the Augusta Rule, cost segregation studies, and more! Wes encourages advisors to proactively engage with clients and their CPAs to uncover potential tax savings, thereby enhancing clients' profitability and quality of life.
In today’s episode we will cover:
Year-end planning strategies and ideasImportance of helping maximize tax efficiency for clientsNeed for financial advisors to improve tax knowledgeProactive engagement with clients and their CPAsIdentification of potential tax savings opportunitiesUse of tools like Holistiplan for tax analysisPositioning advisors as trusted partners in clients' financial journeysWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform University series.
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin delve into guest Leslie Danford's inspiring journey of launching her health-focused beverage company, Vitaminis, amidst a number of converging challenges. Leslie, a mother of four, shares her motivations, challenges, and lessons learned in balancing family life with entrepreneurship. The discussion highlights the importance of execution over knowledge, overcoming self-doubt, and engaging with the community. Leslie's story emphasizes perseverance, responsible growth, and the significance of taking actionable steps despite uncertainties, offering valuable insights for aspiring entrepreneurs.
In today’s episode we will cover:
Leslie's entrepreneurial journeyBalancing family life while managing a business.Overcoming self-doubt and the importance of taking actionable steps in entrepreneurship.The significance of execution over knowledge in achieving business goals.Engaging with the community to refine product offerings.Financial considerations and the complexities of scaling a business sustainably.Mindset challenges and the cyclical nature of growth in the entrepreneurial journey.We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform University series.
Follow Leslie’s story here –
LinkedIn: https://www.linkedin.com/in/leslie-danford/Instagram: https://www.instagram.com/vitaminisbrand/ -
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This week we thought we would revisit an old episode reflecting on the question “what is real financial planning?” In this podcast episode, Wes and Justin welcome Carl Richards as a special guest. They discuss the concept of "real financial planning" and aligning one's use of capital with what is important to them. Carl emphasizes the importance of recognizing human tendencies and biases in financial decision-making and encourages a mindset of curiosity and experimentation. They also explore the role of financial planners as guides in a changing landscape and navigating uncertainty. Carl introduces the Society of Advice, a monthly membership program that focuses on personal growth and self-discovery. The episode concludes with a discussion on trusting one's intuition and making meaningful decisions.
In today’s episode we will cover:
The essence of “Real Financial Planning”Transforming from Defenders to GuidesNavigating risks and uncertaintyThe power of reflectionWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you want to learn more about Carl Richards and all the great work he has done we encourage you to visit his website at The Society of Advice. Maybe you’re interested in taking your own planning in a new direction, in that case we would love to have you join us in one of our comingTransform Learning Series™. You can learn more at wesyounglive.com. Again, thank you for joining and we look forward to next time.
Follow Carl Richards –
LinkedIn
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In this episode of "From Busy to Rich," join hosts Wes and Justin as they continue to explore the concept of peak performance teams. They discuss three essential traits: Empower, Transform, and Persist. Empowerment involves creating an uplifting atmosphere where team members take ownership. Transformation focuses on continuous improvement and embracing change. Persistence, or "savage persistence," emphasizes steadfastly pursuing goals despite challenges. They encourage listeners to reflect on these concepts and implement them to foster a culture of excellence and high performance within their own teams.
In today’s episode we will cover:
Traits and characteristics of high-functioning teamsDifferences between employees and team membersImportance of understanding individual strengthsEmpowerment within teamsEmbracing change and innovationThe significance of persistence in achieving goalsStrategies for fostering engagement and motivation among team membersWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
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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In this episode of "From Busy to Rich," join hosts Wes and Justin as they discuss "the dance of peak performance teams." They emphasize the importance of aligning team members to work cohesively. They explore strategies such as defining the organization's goals and purpose, establishing a rhythm for team activities, and using technology to create efficient collaboration. Wes highlights the need for continuous improvement and avoiding burnout through structured rhythms.
In today’s episode we will cover:
Importance of team alignment for peak performanceDefining organizational goals ("what") and purpose ("why")Establishing a structured rhythm for team activitiesContinuous improvement of processes for efficiencyStrategies to avoid team burnoutEncouraging creativity through effective preparationRole of leadership in fostering team collaborationWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
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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In this episode of "From Busy to Rich," join hosts Wes and Justin as they explore the complexities of building and sustaining peak performance teams, with a focus on strategic hiring. They discuss the distinction between employees and team members, advocating for hiring action-oriented "doers" over mere "thinkers." Wes and Justin provide valuable insights and practical strategies for enhancing team dynamics and overall effectiveness.
In today’s episode we will cover:
Building and sustaining peak performance teamsDistinction between employees and team membersAssessment of team roles and responsibilitiesStrategies for enhancing team effectiveness and overall performanceWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
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.
Click Here For Free Trial Access to the Time Talent Transformation Tool!
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In this episode of "From Busy to Rich," join host Wes on location as he interviews Gordon Parker, a financial advisor with 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model and emphasizes the significance of hiring the right team members. They offer valuable insights into growing a financial advisory practice by focusing on relationships and team dynamics.
In today’s episode we will cover:
Team structure and dynamics in financial advisory practicesBuilding strong client relationshipsEvolutions in the advisory industryChallenges faced by financial advisors when starting their careersNavigating growth and change within a financial advisory practiceFlexibility in business operations and client interactionsFocus on ideal clients while managing a broader client baseWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
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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In this episode of "From Busy to Rich," host Wes Young engages with Michael Broderick, a seasoned financial advisor from Boston. Michael shares his nearly 30-year journey in the financial advisory business, emphasizing the importance of holistic planning, lifelong learning, and effective client communication. He discusses the challenges of implementing change within an organization, the significance of having a clear vision, and the iterative process of improvement. Michael also highlights the need for collaboration among advisors and the value of continuous education. His insights provide valuable lessons for both new and experienced advisors.
In today’s episode we will cover:
The role of lifelong learning and continuing education in professional development.Effective communication strategies for engaging with clients.Strategies for embracing and managing change within an organization.The importance of having a clear vision for guiding organizational change.Tools and methods for assessing and improving organizational practices.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!
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This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore untapped opportunities in the financial advisory industry, emphasizing the importance of tax intelligence and collaboration with CPAs. Wes shares a story about two shoe salesmen to illustrate different mindsets towards opportunities. Their discussion highlights how integrating tax planning can enhance financial advisors' practices, improve client relationships, and increase profitability. They also provide resources like the narrative checklist and recommend tools and podcasts to help advisors deepen their tax knowledge and better serve their clients.
In today’s episode we will cover:
What are the untapped opportunities in the financial advisory industryImportance of tax intelligence in financial planningCoordination between financial advisors and CPAs (Certified Public Accountants)Mindset differencesProactive client engagement in tax discussionsPractical strategies for improving tax intelligence among advisorsResources and tools available for advisors to enhance tax planningOngoing learning and adaptation to changes in the tax codeWe 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.
Get two week’s free access to the Transform Narrative Checklist!
Mike Jesowshek Small Business Tax Savings Podcast
TaxElm
Have a question for us to answer on the podcast? Let us know here!
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This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome guest Whitney Jurjevich, a former Marine turned successful business owner. Whitney shares his journey, emphasizing the importance of perseverance, learning from both highs and lows, and understanding one's value. He discusses the significance of having a clear vision in business and investing in personal development. The conversation highlights the necessity of continuous learning, mentorship, and taking actionable steps to achieve success. Whitney's story serves as an inspiration for listeners to embrace their own growth journeys.
In today’s episode we will cover:
Business insights and acumenThe importance of having a clear vision in business venturesLearning from both successes and failuresThe value of mentorship and seeking guidanceThe distinction between quantity and quality of experienceEmbracing the iterative process of growthThe role of resilience in achieving long-term successWe 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!
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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 interestsWe 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!
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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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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.
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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.
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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 goalsFor 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.
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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.
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