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:

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    • 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
  • E168 – From Average to Exceptional: Redefining Your Path in Financial Advisory

    E168 – From Average to Exceptional: Redefining Your Path in Financial Advisory
    Dec 2 2025
    In this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of self-awareness, mentorship, and designing a unique career path. They discuss overcoming resistance, the value of feedback, and building on natural strengths. Wes … Continue reading E168 – From Average to Exceptional: Redefining Your Path in Financial Advisory
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    34 mins
  • E167 – The New Client Experience: Location

    E167 – The New Client Experience: Location
    Nov 25 2025
    When you’re lost, the first thing you look for is a red dot on a map that says: “You are here.” In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin walk financial advisors through the “location phase,” the very first step in their client onboarding process that transforms initial … Continue reading E167 – The New Client Experience: Location
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    Less than 1 minute
  • E166 – The Greatest Lessons in Leadership

    E166 – The Greatest Lessons in Leadership
    Nov 18 2025
    In this episode of “From Busy to Rich,” host Wes Young interviews his father, former Operations Director of a major Blockbuster Video franchise. They discuss Blockbuster’s rise and fall, leadership lessons, and adapting to industry changes. The conversation also delves into personal stories of resilience, including his father’s recovery from a life-threatening illness. In today’s … Continue reading E166 – The Greatest Lessons in Leadership
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    37 mins
  • E165 – The 4-Step Framework to Make Innovation Stick

    E165 – The 4-Step Framework to Make Innovation Stick
    Nov 11 2025
    Sometimes, the ideas that could revolutionize your business never see the light of day, not because they’re bad, but because they never make it into your rhythm. In this episode, host Wes Young and co-host Justin Lakin break down the second half of their “Balancing Act” series, showing you exactly how to normalize new ideas … Continue reading E165 – The 4-Step Framework to Make Innovation Stick
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    28 mins
  • E164 – From Side Hustle to Scaled Simplicity: Building Systems that Serve

    E164 – From Side Hustle to Scaled Simplicity: Building Systems that Serve
    Nov 4 2025
    In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview entrepreneur Bryan Clayton. Bryan shares his journey from starting a lawn mowing business at 14 to building and selling a $10 million company, then founding GreenPal, the “DoorDash for lawn care.” The discussion covers the value of domain expertise, learning … Continue reading E164 – From Side Hustle to Scaled Simplicity: Building Systems that Serve
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    32 mins