Episodios

  • 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 m
  • 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 m
  • 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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    Menos de 1 minuto
  • 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 m
  • 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 m
  • 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 m
  • E163 – Balancing Act: Being Great At Your Normal

    E163 – Balancing Act: Being Great At Your Normal
    Oct 28 2025
    The temptation to cling to what’s worked in the past is strong, especially in a business built on consistency, relationships, and routine. But what if your current “normal” is holding you back from your next level of growth? In this episode of From Busy To Rich, host Wes Young and co-host Justin Lakin unpack the … Continue reading E163 – Balancing Act: Being Great At Your Normal
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    37 m
  • E162 – Untapped Opportunities with Business Owner, Author, CPA Mike Jesowshek

    E162 – Untapped Opportunities with Business Owner, Author, CPA Mike Jesowshek
    Oct 21 2025
    In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital accounting firm founder and explains how advisors can add value by mastering core tax strategies. He introduces resources like … Continue reading E162 – Untapped Opportunities with Business Owner, Author, CPA Mike Jesowshek
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    29 m