Have you ever walked out of a client meeting feeling great about the connection, only to realize later that you forgot to discuss a key tax strategy or important planning opportunity?

What if there was a way to capture all your thinking before meetings so your brain could focus on what it does best: connecting with clients and creating value?

In this episode, Justin Lakin and Wes Young continue the tech-powered planning series and introduce the Master Plan Template, a framework designed to help financial advisors externalize their thinking and reduce cognitive load. They discuss the three core pillars of the master plan: optimizing family income, accelerating business value and family bank velocity, and enriching family legacy.

Wes and Justin explain how this one-page living document captures everything advisors know about their clients’ stories, allowing them to prepare efficiently and show up fully present in meetings without the anxiety of forgetting critical details.

They discuss:

• The common problem of being a “professional visitor” who has great meetings but struggles to get critical things done
• How cognitive load from trying to remember everything affects advisor performance and client outcomes
• The three pillars of the master plan: family income optimization, business value acceleration, and family legacy enrichment
• Why the master plan is a one-page internal tool, not a client-facing document, designed to capture context and story
• The Mind Vault Method of recording yourself walking through each master plan to give your future self a gift
• And more!

Resources:

• Submit your podcast question here!
• Download the Master Plan Template here!
• Getting Things Done by David Allen

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, Wes Young and Justin Lakin welcome back Carl Richards to explore a different approach to financial advice—one centered on understanding a client’s story rather than simply delivering solutions.

Carl shares the idea behind his newest book, which he calls a “conversation grenade.” Instead of offering traditional financial instructions, the book is designed to spark deeper conversations about money, purpose, and the decisions that shape our lives.

They also discuss why the pursuit of the “perfect plan” can sometimes get in the way and how advisors create their greatest impact by asking better questions and helping clients uncover what truly matters.

In this episode, we cover:

• Why great advisors focus on their client’s story—not just their own solutions
  
• The hidden danger of chasing the perfect financial plan
  
• How simple visuals and sketches can unlock clarity for clients
  
• Why the industry needs more meaningful conversations about money

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

Some advisors seem born with bold voices — but most are still whispering in the corner.

In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of the most uncomfortable (and essential) topics in growth: resistance. They explore why we avoid change, why good marketing often falls flat, and what it really takes to build and scale your influence.

This episode isn’t a pitch; it’s a call to leadership. If you’ve ever felt stuck behind the scenes in your business, this one’s for you.

What to expect:

• Why most advisors think they’re good at marketing, but aren’t
• The three mindset barriers keeping you from real progress (fear, fatigue, and arrogance)
• The five returns on podcasting and why downloads aren’t one of them
• How to build a brand worth talking about (and coaching tips to get there)
• And more!

Resources:

• Submit your podcast question here!
• “The War of Art” by Steven Pressfield
• “10x Is Easier Than 2x” by Dan Sullivan & Dr. Benjamin Hardy

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

Connect with Matt Halloran:

• ProudMouth
• LinkedIn: Matt Halloran
• matt@proudmouth.com
• Calendly: Matt Halloran

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

  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

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

In this episode of “From Busy to Rich,” hosts Wes Young, Justin Lakin and guest Michael Scovel continue their discussion on the importance of self-awareness and understanding personal strengths in financial services careers. They explore the “working genius” framework, leadership styles, and the balance between energizing (“get to”) and necessary (“have to”) tasks.

In today’s episode we will cover:

• Self-awareness in professional roles.
• The concept of “working genius” and its impact.
• Differentiating between energizing tasks (“get to” tasks) and obligatory tasks (“have to” tasks).
• Leadership styles in financial services: developers, recruiters, and pioneers.
• The significance of open communication between leaders and team members.
• Techniques for engaging clients and understanding their needs through research and insightful questioning.

Resource:

• Submit your podcast question here!
• Transform your practice!
• Get the books and learn more about Michael Scovel here!
• Checkout previous episode with Mike here!

Connect with From Busy to Rich:

• Wes Young Website
• Apple Podcasts
• Spotify
• YouTube
• Facebook
• LinkedIn
• Instagram
• X