In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and client impact: the legacy letter. Blake shares the unforgettable story of losing his father in a tragic accident at 19 years old, and the life-changing letter his father left behind. That letter shaped how Blake grieved, how he grew, and ultimately how he now serves thousands of families.

Together, Wes and Blake unpack:

• Why your words matter more than your wealth
• The difference between inheritance and heritage
• How to remove perfection as a barrier to meaningful impact
• The six essential sections of a powerful legacy letter
• Why advisors who facilitate deeper conversations build stronger relationships
• How writing a letter changes the author as much as the recipient

If you’re a financial advisor who talks about family legacy, estate planning, or holistic wealth… this episode may permanently shift how you define value. Your clients don’t just need a distribution plan. They need clarity, love, and intentionality passed forward.

Resources:

• Legacy Letter – https://www.legacyletter.com/
• Submit your podcast question here! https://www.wesyounglive.com/submit-podcast-question
• Transform Learning Series – https://www.wesyounglive.com

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