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From Busy To Rich

From Busy To Rich

By: Wes Young & Justin Lakin
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About this listen

 Most financial advisors are stuck in the grind – busy chasing growth, but barely coming up for air. From Busy To Rich is the podcast that flips the script. Hosted by Wes Young with co-host Justin Lakin, this show is for advisors who want to do more than just build a business; they want to design a life of freedom, purpose, and impact. Each episode dives into the real strategies, mindset shifts, and unfiltered conversations that help you build a practice and a life you don’t want to retire from. If you’re ready to break free from the daily grind and start living on your terms, you’re in the right place.Copyright ©️ From Busy To Rich 2025 Economics
Episodes
  • E171- The New Client Experience: Direction – Increasing Family Bank Velocity

    E171- The New Client Experience: Direction – Increasing Family Bank Velocity
    Dec 23 2025

    What’s next after a client says “yes” to working with you?

    In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload.

    What to expect:

    • How to keep clients focused without overwhelming them
    • The role of recurring meetings and strategy summaries
    • Navigating fixed vs. variable assets in volatile markets
    • Building client confidence through discipline and simplicity

    Resources:

    • Submit your podcast question here!
    • E167 – The New Client Experience: Location
    • E169 – The New Client Experience: Expectation

    Other Listening Platforms:

    • Listen on Apple Podcasts
    • Stream on Spotify
    • Watch on YouTube

    Connect with us:

    • Instagram
    • X
    • Facebook
    • LinkedIn
    • Youtube
    • Wes Young Live Website
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    28 mins
  • E170 — From NBA to Motivational Speaker Hall of Fame, with Walter Bond

    E170 — From NBA to Motivational Speaker Hall of Fame, with Walter Bond
    Dec 16 2025

    In this episode of “From Busy to Rich,” host Wes Young interviews Walter Bond, a former NBA player turned Hall of Fame motivational speaker and coach. Walter shares his journey from college basketball struggles to NBA success, emphasizing the importance of cracking the “peak performance code” through mindset, vision, and value creation. He urges financial advisors to shift from transactional work to building authentic relationships and becoming authorities in their field. Walter also highlights the power of networking, continuous learning, and breaking limiting mental loops to achieve breakthrough success in business and life.

    In today’s episode we will cover:

    • Walter Bond’s journey from college basketball struggles to NBA success.

    • The concept of cracking the “peak performance code” for achieving elite levels in any field.

    • The importance of mindset and vision in reaching personal and professional goals.

    • The shift from a victim mentality to a value-creation mindset.

    • Advice for financial advisors on becoming authorities in their field and solving problems for clients.

    • The role of clarity in vision and the necessity of having a clear destination for success.

    • The impact of mentorship and coaching in personal and professional development.

    Resources:

    • Submit your podcast question here!

    • Transform your practice!

    • Learn more about Shark Mindset here!

    • Shark Mindset QR codes

    Other Listening Platforms:

    • Listen on Apple Podcasts
    • Stream on Spotify
    • Watch on YouTube

    Connect with Us:

    • Instagram
    • X
    • Facebook
    • LinkedIn
    • Youtube
    • Wes Young Live Website
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    34 mins
  • E169 – The New Client Experience: Expectation

    E169 – The New Client Experience: Expectation
    Dec 9 2025
    What makes a client stay, year after year? In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly defining the planning relationship, setting the rhythm for ongoing engagement, and making the value of your work … Continue reading E169 – The New Client Experience: Expectation
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    31 mins
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