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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Nobody talks about the 15 prep meetings they did before a client call, but they do remember the one where everything just clicked.

In this episode, host Wes Young and co-host Justin Lakin unpack the Mind Vault Method: a repeatable, tech-enabled strategy that transforms advisor meeting prep from exhausting and chaotic to focused, creative, and scalable.

You’ll hear how this method was born from burnout, why Loom videos beat Monday marathons, and how paraplanners can level up into strategic thinkers using real-time feedback loops. They also share a four-question framework to ensure every client meeting delivers clarity, direction, and energy for both the client and the advisor.

What to expect from their conversation:

• How to reduce prep fatigue and scale team-wide clarity
• Why is creative energy > administrative energy in client work
• The Mind Vault method step-by-step (tools, templates, timing)
• Advisor development strategies that deepen firm-wide bench strength

Resources:

• Submit your podcast question here!

Previous Episodes of Interest:

• Setting Expectations: How to Define Planning ROI Early
• Innovation That Sticks: Our 4-Step Framework for Change
• Heritage vs. Inheritance: Legacy Conversations That Stick

Other Listening Platforms:

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

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• Wes Young Live Website

In this episode of “From Busy to Rich,” host Wes Young interviews his personal physician, Dr. John Lamansky, about the intersection of health, entrepreneurship, and financial planning. Dr. Lamansky shares his journey from traditional medicine to a preventive, data-driven approach focused on optimizing health for high performers.

In today’s episode we will cover:

• Intersection of health, wellness, and entrepreneurship
• Transition from traditional medicine to preventive, data-driven health approaches
• Importance of personalized health strategies over conventional medical practices
• Time management and its impact on health and productivity
• Strategies for optimizing health for high-performing individuals
• Role of light exposure and circadian rhythms in health

Resource:

• Submit your podcast question here!
• Transform your practice!

Connect with From Busy to Rich:

• Wes Young Website
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