Afleveringen
-
In this episode of "From Busy to Rich," host Wes and Justin explore the concept of default settings and their impact on decision-making in personal and professional contexts. They illustrate how default settings can limit potential and emphasize the importance of challenging these norms. They stress the need for intentionality in challenging defaults and mention upcoming resources like the book "Unreasonable Hospitality" and the Transform Learning Seriesâą class for financial advisors.
Click here to watch the video version.
In todayâs episode we will cover:
Default settings and their impact on decision-makingChallenging default settings in personal and professional lifeCreating a rhythm for challenging the norm and implementing new ideasBeing intentionalEmbracing change for growth and successWe hope you enjoy this episode, and we would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Seriesâą class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich," host Andy and Wes introduce the Transform University program, created by Wes Young. Wes discusses the program's purpose, emphasizing the importance of a transformational mindset for business growth. He highlights the need for advisors to increase profitability and quality of life for themselves and their clients. Wes stresses the significance of embracing change, using the Blockbuster and Netflix story as an example. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities. The episode provides valuable insights for advisors aiming to enhance their business and client interactions.
Click here to watch the video version.
In todayâs episode we will cover:
Introduction to Transform University programPurpose and mindset for transformational growth in businessImportance of increasing profitability and quality of lifeNormal and new mentalityOvercoming barriers to changeTangible benefits of the Transform University programCreating an annual engagement process for clientsMaking asking for referrals irrelevantSeizing new areas of opportunityWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
Zijn er afleveringen die ontbreken?
-
In this episode of "From Busy to Rich," host Andy and Wes wrap the series as they delve into the art of effective meetings for financial advisors. They discuss the critical role of first impressions and the necessity of earning clients' trust early on. Wes shares his strategies for setting up initial meetings that are comfortable, conversational, and client-focused. They underscore the importance of clear and simple communication, aiming to establish trust and demonstrate value. Wes also introduces his upcoming learning series, designed to further develop financial advisors' meeting skills.
Click here to watch the video version.
In todayâs episode we will cover:
Setting up initial meetings with a focus on creating a comfortable and conversational atmosphereBeing concise and making the meeting about the client's needs and interestsEstablishing trust and demonstrating value to the clientSignificance of simplicity and clarity in communicationContinuous improvement of skills in communication for advisorsWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for new advisors to effectively set up meetings with potential clients. They emphasize the importance of being genuine, clear, and emotionally intelligent when communicating with clients. Wes shares his early career experience, highlighting the need to build trust and negotiate the benefit of the doubt. He suggests a transparent approach, including the possibility of partnering with experienced advisors to bolster credibility. Andy advocates for setting realistic time expectations for meetings.
Click here to watch the video version.
In todayâs episode we will cover:
Importance of negotiating the benefit of the doubt when setting up meetings with potential clientsBeing genuine and clear in approach to gain trust and interest of clientsImportance of emotional intelligence in client interactionsSetting realistic time expectations for meetingsIneffective approach of inviting contactsNew narrative for approaching potential clientsEmphasizing the need for emotional intelligence in client interactionsStrategies for building entry influence with clientsWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich," host Andy and Wes discuss strategies for financial advisors to earn trust and establish rapport with potential clients. Wes shares his experience with a high-net-worth individual, emphasizing the need to negotiate the benefit of the doubt, build common ground, and focus on the client's needs. They explore the importance of mindset, genuine conversation, and continuous self-improvement. The conversation highlights how advisors can overcome doubts, demonstrate their value, and foster successful client relationships through intentional dialogue and trust-building.
Click here to watch the video version.
In todayâs episode we will cover:
Importance of negotiating the benefit of the doubt when meeting with prospectsEstablishing common ground and building trust with prospectsEmphasizing the need to convey competence and likabilityReflecting on the challenges and attitudes required to succeed in the financial advising industryShifting the focus from wanting something from the client to wanting something for the clientDedication and intentionality required to negotiate doubts effectivelyWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich," host Andy and Wes explore the crucial role of mental management in daily life. They discuss the importance of controlling our reactions to prevent external factors, like rudeness or bad news, from disrupting our mental state. The conversation covers strategies for dealing with workplace negativity, advocating for open communication and boundary setting. Additionally, they highlight self-awareness, emotional intelligence, and personal accountability as key to maintaining a positive internal dialogue and overall mental well-being.
Click here to watch the video version.
In todayâs episode we will cover:
Importance of managing thoughts and interactions within our mindsGandhi's quote "I will not let anyone walk through my mind with their dirty feet"Importance of self-awareness and emotional intelligence in managing responses to external triggersHandling negative attitudes and complaints within the workplaceFostering open communication and setting boundaries to prevent negativity in team dynamicSignificance of self-reflection and personal accountability in managing mindsetImpact of own thoughts and behaviors on mental well-beingPractical strategies for maintaining a positive and productive mental state in various interactions and environmentsWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich," host Andy and Wes discuss the critical practice of mid-year course correction for advisors. They highlight the value of quarterly planning and taking time away from the usual environment to reflect and set actionable goals for the next 60 days. The conversation centers on the connection between intentional planning, profitability, and quality of life, offering practical strategies for advisors to assess and enhance their current situation for excellence in both professional and personal realms.
CLICK HERE TO WATCH THE VIDEO VERSION.
In todayâs episode we will cover:
Importance of mid-year course correctionPractical strategies for evaluating and improving current situationSignificance of quarterly planning for profitability and quality of lifeEmphasis on intentional planning and focused effortValue of getting out of one's normal environment for reflection and planningPractical strategies for setting goals and driving positive changeWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich," host Andy and guest Wes delve into the crucial decision of when financial advisors should hire their first employee. They discuss the benefits of hiring for profitability and improved quality of life for both advisors and clients. Wes shares his own struggles as a solo practitioner and the importance of recognizing when to delegate tasks. The duo addresses the fears surrounding hiring, advising listeners to view it as an investment rather than a cost. They stress the need for a clear job description, the courage to embrace change, and the importance of aligning hires with the business vision.
CLICK HERE TO WATCH THE VIDEO VERSION.
In todayâs episode we will cover:
Pivotal moment for financial advisors to make their first hireRecognizing signs indicating the need to stop handling all tasks aloneHiring the right person to support the businessAvoiding non-advisory tasks that do not add value to the organizationShifting mindset from viewing hiring as a cost to seeing it as an investmentEmotional and practical aspects of hiring the first employeeCreating clear job description and expectations for the new hireWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up. Click here to download the TTT tool.
-
In this episode of the "From Busy to Rich" podcast, host Andy and Wes delve into the concept of "the gap" in relationships, particularly in business. They discuss how gaps between expectations and experiences can be filled with trust or suspicion, and the positive impact of choosing trust. This principle is applicable to client relationships, internal team dynamics, and personal well-being. They emphasize the importance of open communication and assuming the best in others to foster positive, productive relationships and a supportive team environment. They encourage listeners to adopt this mindset for improved individual and team dynamics.
CLICK HERE TO WATCH VIDEO VERSION.
In todayâs episode we will cover:
The concept of "the gap"Filling the gap between expectations and experiencesChoosing to trust and assume the best in othersImpact of trust and suspicion on personal well-being and relationshipsApplication of the principle of trust in client relationshipsProactive approach to addressing gaps and fostering trust within an organizationWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of the "From Busy to Rich" podcast, Andy, Wes, and special guest Dave Podell discuss the importance of growth, specialization, and taking risks in business. Dave shares insights into his company's focus on large deductible tax strategies and the journey of continuous evolution in their field. The trio emphasizes the value of overcoming fear, trying new things, and the role of coaching in navigating uncharted territories. They highlight how specialization can lead to a broader market reach and the significance of engaging in high-energy activities that indicate potential growth areas.
CLICK HERE TO WATCH THE VIDEO VERSION.
In todayâs episode we will cover:
Dave's company's specialization in large deductible tax strategies for business ownersThe importance of continuous evolution and adaptation in businessThe significance of trying new things and taking risksThe role of coaching and seeking guidance in navigating new territoriesThe impact of specialization on attracting referrals and expanding the marketplaceComparing specialization to that of a brain surgeonFinding energy in one's work and identifying high-energy activities for career decisionsWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this podcast episode, hosts Wes and Andy debunk the idea that more customers are the key to a better advisory practice, instead highlighting the power of referrals. They discuss the ineffectiveness of traditional referral methods, like policy wallets, and the importance of creating a process that naturally attracts clients. Wes uses a mission trip story to illustrate the significance of meaningful engagement over superficial metrics. The duo acknowledges advisors' skepticism but emphasizes the need for a process that resonates with clients' aspirations, leading to organic referrals and sustainable business expansion.
CLICK HERE TO WATCH THE VIDEO VERSION.
In todayâs episode we will cover:
Misconception among advisors about acquiring more customers Emphasizing the importance of referrals as a trustworthy source of leads Ineffectiveness of traditional referral methods in today's business environment Importance of creating a process that attracts clients rather than asking for referrals Measuring meaningful indicators for success Concept of becoming better rather than just getting bigger Skepticism about clients coming to advisors Challenge of shifting focus from traditional methods to creating an attractive processWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich," the host Andy, Wes, and Justin discuss the pervasive feeling of dissatisfaction and the power of the stories we tell ourselves. They explore how personal narratives can shape our experiences and the importance of redefining success to combat dissatisfaction. The conversation emphasizes intentional responses to challenges, the value of a grateful mindset, and the significance of dreaming and envisioning a fulfilling life. This episode offers strategies for reframing one's mindset to find contentment and improve well-being.
CLICK HERE TO WATCH THE VIDEO VERSION.
In todayâs episode we will cover:
Dealing with the feeling of dissatisfactionThe importance of telling oneself a different storyThe impact of the stories we tell ourselvesNavigating through difficult situations and changing perspectivesClarity on what success would look likeThe power of responding thoughtfully and intentionallyFinding contentment amidst ambition and striving for improvementThe significance of having a grateful mindsetThe power of faith and gratitude in finding peace and contentmentWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this special episode of "From Busy to Rich," Wes joined Sten Morgan on his podcast of âBecoming an Elite Financial Advisor.â They discussed the intricacies of managing a remote team in the financial planning sector. Wes recounts his early start in the industry, the shift from commission-based to fee-based planning, and the importance of growth and team building. He introduces a task ranking system based on impact and enjoyment to optimize team efficiency and personal satisfaction. Wes also underscores the significance of hiring individuals who resonate with the company's vision and values. He shares insights on achieving a balanced life, avoiding burnout, and making a meaningful impact on clients.
CLICK HERE TO WATCH THE VIDEO VERSION.
In todayâs episode we will cover:
Challenges and successes of running a successful remote team in the financial planning industryWes's journey of starting his practice at a young age and the evolution of his businessTransition from commission-based to fee-based financial planning and the fears and obstacles facedImportance of continuous growth and challenges of hiring and building a teamIntroducing ranking systems for tasks based on impact, enjoyment, and energySignificance of hiring individuals fit for specific tasks and aligned with the organization's vision and valuesWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
Click here for a downloadable version of Wesâ Task Matrix
-
In this episode of "From Busy to Rich," host Andy and Wes explore the art of communication, particularly in public speaking. Wes shares his evolution from a reluctant speaker to a confident communicator, emphasizing the importance of starting with 'why,' building tension, and establishing common ground. They discuss a framework for crafting messages that resonate, focusing on one key point for memorability. The power of asking impactful questions and using personal anecdotes to connect with the audience is also highlighted. The episode is a deep dive into strategic communication.
CLICK HERE TO WATCH THE VIDEO VERSION
In todayâs episode we will cover:
Importance of effective communicationPreparation and structuring of talks and presentationsStarting with the "why" before delving into the "what"Building tension and common groundPower of asking questions that resonate deeply with the audienceFramework for structuring a message: what the audience needs to know, why they need to know it, and what they need to doFocusing on one key point to anchor the messageExamples and insights into effective communication and engagement with an audienceWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich", Wes Young, a church volunteer, speaks to the congregation about the significance of work and navigating the gap between our current state and our aspirations. He emphasizes that work should be meaningful and contribute to a fulfilling life. Wes discusses the importance of setting both becoming and getting goals, and encourages listeners to dream and plan their future.
In todayâs episode we will cover:
The concept of work and the significant amount of time people spend working in their livesThe gap between where people are and where they want to be, and the importance of maintaining ambition and gratitude while navigating this gapReframing the perspective on work and striving for a fulfilling and satisfying experience in professional livesSetting becoming goals in addition to getting goalsThe importance of perseverance, finding solutions in difficult situations, and embracing an optimistic yet grounded approach to work and lifeWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin welcome guest Matt Thompson from Northern Ireland. Matt discusses his expertise in storytelling and its relevance to financial advisors' work. They emphasize the importance of understanding clients' personal stories to provide tailored solutions. The conversation explores the parallels between Matt's storytelling approach and the advisory process, highlighting the value of curiosity and genuine interest in others' experiences. Matt also shares his passion for preserving family legacies through various mediums, underscoring the transformative power of stories.
Click here to watch video version.
In todayâs episode we will cover:
Importance of understanding clients' stories and needs before offering solutionsMatt Thompson's personal story and experiences in helping people express themselves and tell their storiesThe role of financial advisors in understanding and serving their clientsThe value of curiosity, genuine interest, and the ability to draw out meaningful stories from individualsAsking thought-provoking questions to elicit authentic responses from guestsThe power of storytelling and its impact on personal and professional livesWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the importance of setting clear life goals and understanding one's current position, akin to players on a football field. They stress the need for honesty in self-assessment, establishing clear intentions, and creating milestones. The conversation also covers the value of external advice and making choices that steer towards one's life goals, underscoring the significance of intentionality and proactive decision-making in life's journey.
Click here to watch video version.
In todayâs episode we will cover:
Importance of having a clear destination and direction in lifeEmphasizing the significance of being honest about where you are and where you want to beSetting clear intentions and milestones to move in the right directionSeeking input from others and making informed choicesBeing intentional and proactive in shaping the trajectory of your lifeWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin discuss the portion of life spent on average working. A recent study revealed that on average a person will spend 90,000 hours working. They explore the importance of principles in work and life to maximize those hours. They discuss how leveraging principles can lead to success and satisfaction, while ignoring them can have detrimental effects. They stress the need to understand these truths to make the most of the 90,000 work hours in a lifetime. The episode also emphasizes the principle of the path, setting clear directions, and aligning actions with one's vision.
Click here to watch video version.
In todayâs episode we will cover:
Discussion about the concept of spending 90,000 hours working or engaged in work over a lifetimeExamples of principles in various aspects of life, such as gravityHighlighting the importance of recognizing and leveraging principles for greater satisfaction and impact in work and lifeDiscussing the principle of the path and its significance in determining one's destination in lifeEmphasizing the importance of setting a clear direction for the future and aligning actions with that visionWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich," hosts Andy, Wes, and Justin, explore the nuances between hiring and recruiting. They discuss Seth Godin's perspective on the subject, emphasizing that recruiting is a deliberate and slow process that involves creating a job so compelling that it persuades someone to leave their current position. The conversation highlights the need to create a narrative that attracts the right people. They encourage listeners to be intentional and clear in their approach to building a team, and to view the process as an invitation to join an exciting story rather than just a job offer.
Click here to watch video version.
In todayâs episode we will cover:
Difference between hiring and recruitingImportance of creating a compelling story to attract the right peopleRecruiting as a slower and more thoughtful process compared to hiringClarity in the vision and values of the organizationCreating a work environment where people feel fulfilled and satisfiedUnderstanding and meeting the needs of potential team members and clientsWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
-
In this episode of "From Busy to Rich," we welcome special guest Silas Parker, a successful financial advisor, to share his journey and insights. Host Wes Young, who has trained many advisors including Silas, leads the discussion focused on Silas's evolution in the financial industry. Wes highlights Silas's ability to reinvent himself and adapt to change, which he believes is essential for growth. Silas, based in Austin, Texas, runs a primarily remote-based financial planning practice. He discusses his team structure, his approach to client relationships, and his business's growth. They delve into Silas's background, from selling pagers to becoming a top advisor, and the pivotal moments and decisions that shaped his career. He emphasizes the importance of mentorship, embracing fear, and the willingness to make significant changes to achieve a better future.
Click here to watch video version.
In todayâs episode we will cover:
Special Guest IntroductionDiscussion on Silasâ journey and evolution in the financial services industryTeam structure and growth plansEmbracing fear and taking risks in businessThe concept of â10xâ thinking, and the importance of constant reinventionWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.
- Laat meer zien
