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

Connect with us:

• Instagram
• X
• Facebook
• LinkedIn
• Youtube
• 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
• Apple Podcasts
• Spotify
• YouTube
• Facebook
• LinkedIn
• Instagram
• X

Nobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence.

You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and frameworks you can use to bring immediate value to clients, without crossing compliance lines or becoming a CPA. Wes also shares a powerful mindset shift: when you start seeing the tax code as a playbook instead of a problem, you unlock a new level of client transformation and professional referability.

What to expect from their conversation:

• Why most advisors avoid tax planning (and how to stand out if you don’t)
• Tools like Holistiplan, narratives checklists, and Q4 strategy sessions
• Tips for integrating CPAs and navigating pushback with confidence
• Practical tax concepts to build referability and efficiency

Resources:

• Submit your podcast question here!

Previous Episodes of Interest:

• Setting Expectations: How to Define Planning ROI Early
• Heritage vs. Inheritance: Legacy Conversations That Stick
• Making a Family Bank Work for Real Life

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