From Busy to Rich

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What if the answer to building a more successful financial advisory practice isn't doing more—but doing less of what doesn't matter?

In Part 2 of his conversation with Dennis Moseley-Williams, Wes explores how financial advisors can create more meaningful client relationships, differentiate their practices, and build businesses that support the lives they actually want to live.

Dennis challenges advisors to rethink the client experience, explaining why small, thoughtful gestures can create more lasting value than expensive events or traditional marketing. He also shares his approach to identifying the right clients, building a business around a highly specific audience, and focusing on the work that truly moves the needle.

In This Episode:

• Create meaningful client experiences: Why personal attention and thoughtful gestures can make a lasting impression.
• Find your ideal clients: How narrowing your focus helps you build stronger relationships and a more intentional practice.
• Focus on what matters: Why eliminating unnecessary work can create more time for the activities that drive results.
• Build a business that supports your life: How simplifying and delegating can improve both profitability and quality of life.

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Connect with Dennis Moseley-Williams

Website:https://www.moseleywilliams.com/ LinkedIn:Dennis Moseley-Williams Instagram:@dennisbizgrowth YouTube:Serious Shift X:@moseleywilliams

What if the most valuable thing your financial advisory practice offers isn't financial advice?

In this episode of From Busy to Rich, Wes sits down with Dennis Moseley-Williams to explore what separates an ordinary business from one that people genuinely want to be part of.

Dennis challenges advisors to think beyond products, performance, and traditional marketing. Instead, he argues that lasting growth comes from creating a culture of belonging, building a business around a meaningful purpose, and helping clients become better versions of themselves.

Together, Wes and Dennis discuss how to turn a financial advisory practice into a movement, why your team's aspirations matter just as much as your clients', and how a clearly defined philosophy can differentiate your business in an increasingly competitive industry.

They also explore what it means to help clients live a rich life today and why advisors who focus only on transactions risk missing their greatest opportunity.

In This Episode:

• Culture over strategy: Why a sense of belonging can be one of the most powerful differentiators in a successful advisory practice.
• Beyond financial products: How helping clients flourish creates value that goes far beyond investments and financial plans.
• Building a movement: Why defining what you stand for—and what you stand against—can attract the right clients and team members.
• Living richly today: How advisors can help clients stop postponing meaningful experiences until retirement.
• The power of a big idea: Why every advisory practice needs a clear philosophy that guides its culture, communication, and client experience.
• The future of advice: Why focusing on human transformation may become increasingly important as technology changes traditional financial services

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Website:https://www.ynab.com/Podcast:The Jesse Mecham ShowEmail: Jesse@ynab.com

What if the most valuable thing you could give your clients, your children, or your team wasn't more money—but more clarity?

In Part 2 of their conversation, Wes and guest Jesse Mecham explore what happens when money is connected to a clear purpose. From helping clients make intentional financial decisions to preparing the next generation for responsibility, the discussion reveals how clarity can change the way people think, act, and create value.

They also examine the difference between protecting children from suffering and allowing them to struggle, why expectations should be clearly communicated, and how business owners can build stronger teams by defining what value creation actually looks like.

In This Episode:

• Why asking "What is this money for?" can transform financial conversations.
• How advisors can help clients align financial decisions with what matters most to them.
• The difference between unnecessary suffering and the struggles that develop strength and independence.
• Why clear expectations around family wealth can help prevent confusion and entitlement.
• How defining value creation can lead to more productive conversations about compensation, performance, and growth.

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Website:https://www.ynab.com/Podcast:The Jesse Mecham ShowEmail: Jesse@ynab.com

Money is a precious resource—but what exactly is it for?

Jesse Mecham returns to From Busy to Rich for a conversation that challenges some of the most common assumptions we carry about money. From the belief that saving is always good and spending is bad to the fear that successful people can keep accumulating long after they have enough, Jesse and Wes explore what changes when money has a clearly defined purpose.

They also dig into the stories we inherit about security, the importance of allowing the next generation to struggle, and why clarity may be one of the greatest gifts an advisor—or parent—can provide.

In This Episode:

• Why Jesse believes you can't save money—you can only spend it later.
• How asking “What is this money for?” can shift a client from reacting to intentionally acting.
• Why old stories about money, fear, and security may stop serving us as our circumstances change.
• How clarity around financial support can help the next generation develop independence rather than entitlement.
• Why value creation—not tenure or inflation—is a stronger framework for thinking about compensation and opportunity.

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Connect with Chris Fenning

Website:https://chrisfenning.com/LinkedIn:Chris FenningYouTube:Chris FenningBeing an expert doesn’t automatically make you a great communicator. In fact, sometimes knowing more makes communicating clearly even harder.

In this episode of From Busy to Rich, Wes and Justin sit down with communication expert Chris Fenning to explore why advisors often lose clients in the details. They discuss how expert language creates confusion, why overexplaining can lead to “I need to think about it,” and how asking better questions, listening longer, and focusing on outcomes can completely change a client conversation.

In This Episode:

• Why expertise can make it harder—not easier—to communicate simply.
• How to recognize when you’re giving clients more information than they actually need.
• Why advisors should spend less time explaining how something works and more time explaining what it does for the client.
• How asking better questions and becoming comfortable with silence creates more meaningful conversations.
• Why the language advisors assume clients understand may be creating more confusion than they realize.

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Knowing what you’re good at is important. Knowing where those strengths can get in your way may be even more valuable.

In Part 2 of Wes and Justin’s conversation with Michael Scovel, they explore self-awareness, natural strengths, preparation, and the difference between the work that lights you up and the work that simply has to get done. They also discuss why great preparation creates genuine confidence—and how the same principles that help someone stand out in a job interview can make an advisor better in a client meeting.

In This Episode:

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How genuine self-awareness helps you understand both your strengths and your limitations.

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The difference between the work you “get to” do and the work you “have to” do.

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Why growth can accelerate when you build a team that allows people to operate in their unique strengths.

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How preparation and honest feedback help you show up with greater confidence in important conversations.

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Why advisors should prepare for client meetings with the same intentionality someone would bring to an important interview.

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Join Sten and a room full of elite advisors in Nashville for EliteAdvisor Live, a 2-day accelerator on October 5-6. Reserve your spot at https://eliteadvisorlive.com/WES

Sometimes the biggest thing Stending between where your practice is today and where you want it to go isn’t effort. It’s continuing to operate from the same playbook.

In this episode of From Busy to Rich, Wes welcomes Sten Morgan back to the podcast for a conversation about the skills and mindset shifts that can fundamentally change an advisor’s practice. They explore why communication matters as much as technical knowledge, what it means to get paid for advice itself, and why application—not more information—is where transformation actually happens.

In This Episode:

• Why doing more of what you’re already doing may grow your practice without actually transforming it.
• The communication skills that help prospects underStend your value and take action.
• Why the future of financial advice may require advisors to see advice itself as the product.
• How stepping outside your normal routine and investing in yourself can accelerate growth.

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Connect with Scott:

DinnerTable:dinnertable.comInstagram:@imscottdonnellLinkedIn:Scott DonnellPodcast:Smart Money ParentingBook:Value Creation Kid

What will separate the people who thrive in the future from everyone else?

In Part 2 of Wes’s conversation with Scott Donnell, they move beyond traditional ideas about success to explore value creation, entrepreneurial thinking, leadership, habits, momentum, and resilience. Scott challenges the idea that credentials or money should be the goal and instead makes the case for developing the ability to think, solve problems, serve others, and create meaningful value.

In This Episode

• Why the future may belong to the capable rather than the credentialed.
• How asking better questions develops stronger thinkers, leaders, and teams.
• Why momentum and consistent habits can be more powerful than ambitious goals.
• How to face challenges in a way that makes you stronger instead of simply getting through them.

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What does it really mean to leave a legacy?

In Part 1 of this conversation, Wes sits down with Scott Donnell to explore why preparing the next generation requires more than passing down wealth. They discuss responsibility, incentives, healthy struggle, family systems, and the skills kids need to become capable adults.

In This Episode

• Why what you build into your kids may matter more than what you leave to them.
• How responsibility, freedom, and incentives can help children develop real-world capability.
• Why solving every problem for your kids can unintentionally prevent them from learning to solve problems themselves.
• How healthy struggle and intentional family systems can prepare the next generation to thrive.

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Some conversations are worth revisiting.

This week, we’re bringing back a conversation with Michael Scovel about what it really takes to stand out. While the discussion begins with interviews, the lessons extend far beyond landing a job. Preparation, self-awareness, coachability, communication, and confidence all influence how we show up with prospective clients, team members, and the people around us.

In This Episode

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Why preparation and research can set you apart in an interview or client meeting.

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What your response to feedback reveals about your coachability and self-awareness.

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Why concise communication and reading social cues are essential for stronger conversations.

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How gratitude, confidence, and preparation can help you stand out for the right reasons.

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Building a valuable advisory practice isn't just about growing AUM or increasing revenue. It's about intentionally creating something that can continue without you.

In this episode of From Busy to Rich, Wes and Justin sit down with Andrew Mirolli to explore succession planning, business value, culture, and the questions advisors should be asking long before they're ready to step away. They also dig into an often-overlooked part of succession: knowing what you want your life to look like after the business.

In This Episode

• Why succession planning should begin years before you're ready to sell.
• How culture, relationships, and legacy can matter as much as the financial terms of a deal.
• What advisors should focus on at different stages of their careers to increase long-term business value.
• Why systems, processes, and a next-generation team can make a practice more transferable.
• How to create a meaningful “third act” so you're not left wondering who you are without the business.

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The gap between where you are and where you want to be never completely disappears. As life changes, the gap simply moves.

And that isn't necessarily a bad thing.

In this episode, Wes explores how ambition, gratitude, faith, and even resistance can work together to move us toward a richer life. Through personal stories and the story of Peter, he challenges us to think differently about the future we're pursuing—and the decisions that may not make sense today but could change everything tomorrow.

In This Episode

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Why the gap between where you are and where you want to be never goes away.

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How to pursue a bigger future without missing the good in your life today.

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Why resistance and difficult decisions can create some of life's greatest satisfaction.

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What Peter's "because you say so" moment teaches us about faith and obedience.

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Why the future God has for us may be bigger than the one we can imagine ourselves.

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Success rarely follows a straight line.

Every entrepreneur faces setbacks, uncertainty, and seasons that test their resolve. The difference isn't avoiding challenges—it's learning how to grow through them.

In this episode, Wes sits down with longtime friend and entrepreneur Warb to discuss building businesses, embracing adversity, and the lessons that only come through experience. From starting a company in a garage with dial-up internet to leading an international business, Warb shares why wisdom comes from application, why great leaders take ownership, and how every challenge can prepare you for what's next.

In Today's Episode

• Why challenges are opportunities to grow—not obstacles to avoid.
• The difference between knowledge and wisdom.
• How taking ownership changes the trajectory of your life and business.
• Lessons learned from entrepreneurship, leadership, and battling cancer.
• Why embracing today's struggles prepares you for tomorrow's opportunities.

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Life rarely unfolds the way we planned.

Unexpected setbacks, disappointments, and difficult seasons are inevitable. The question isn't if you'll face adversity—it's how you'll respond when you do.

In this episode, Wes shares a powerful story from bestselling author Andy Andrews that completely changed his perspective on life's challenges. From personal experiences with his father's miraculous recovery to practical wisdom about controlling your mindset, this episode is a reminder that your greatest power isn't controlling your circumstances—it's choosing your response.

In Today's Episode:

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Why "getting pushed into the swimming pool" is a part of everyone's life.

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The one choice you always have when life doesn't go as planned.

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How your words shape your mindset—and ultimately your future.

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A personal story about hope, perseverance, and refusing to accept finality.

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Why the greatest growth often comes from the challenges you never would have chosen.

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The biggest breakthroughs rarely come from learning something completely new. More often, they come from recognizing the patterns that are shaping your life—and intentionally replacing the ones holding you back.

In this episode, Wes sits down with Rich Campe and Matt Drinkhahn to explore why coaching accelerates growth, how fear influences our decisions, and why the habits we practice consistently become the life we ultimately live. Together, they discuss practical ways to break unhealthy patterns, regulate emotions, stay coachable, and make steady progress toward becoming the person you want to be.

In This Episode

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What great coaches help you see that you can't see yourself

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The hidden patterns that quietly determine your success

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A simple practice for overcoming overwhelm and self-centered fear

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Why high performers focus on progress instead of perfection

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The small changes that compound into extraordinary growth

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Free Resources from Rich:

Only takes 20 minutes or less and only two pages total.

Created by the late, great Nobel Prize Nominated Dr. Robert S. Hartman

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Once you take or re-take the MindScan the ProAdvisorCoach team will reach out to set up reviews. Re-taking is encouraged.

Enhance your coaching journey with ProAdvisorCoach. Download free worksheets and utilize powerful tools to effectively pursue your goals!

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To celebrate the 200th episode of From Busy to Rich, we're bringing together four returning guests—Rich Campe, Walter Bond, Sten Morgan, and Mike Scovel—for a conversation about the habits, mindsets, and lessons that have shaped their success.

From the power of asking better questions to the importance of coaching, curiosity, and continuous growth, this discussion is filled with practical wisdom for anyone looking to lead more effectively, build stronger relationships, and reach their full potential. No matter where you are in your journey, this episode will challenge you to think differently about what it takes to keep growing.

In This Episode

• Why asking better questions leads to better decisions and stronger relationships.
• The role coaching, curiosity, and humility play in long-term growth.
• How to avoid complacency and continue becoming the person you're capable of being.

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Have questions? Feel free to submit them here!

Previous conversations with this week's guests:

• Walter Bond – Episode170: From NBA to Motivational Speaker Hall of Fame
• Sten Morgan – Episode 81: Prioritizing Tasks for Maximum Impact and Enjoyment , Episode 168: From Average to Exceptional: Redefining Your Path in Financial Advisory
• Mike Scovel – Episode 145: Killing Giants!, Episode 174: Standing Out in the Crowd with Michael Scovel Part 1, Episode 176: “Know Yourself” with Michael Scovel Part 2

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Every family leaves a legacy.

The question isn't if you'll leave one—it's what you'll leave behind.

In this episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to discuss how one unexpected tragedy transformed Blake's life and inspired a mission to help families preserve something far more valuable than financial assets.

Together, they explore the difference between inheritance and heritage, why meaningful conversations often go unspoken, and how a simple letter can strengthen families, deepen relationships, and create lasting impact for generations. They also discuss why legacy planning isn't just valuable for families—it's an opportunity for financial advisors to serve clients in a more meaningful and transformational way.

In This Episode We Cover

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Why your words may become your greatest legacy

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The difference between inheritance planning and heritage planning

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How intentional conversations strengthen families across generations

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Why apologizing, expressing love, and sharing your values matter more than perfection

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How advisors can deepen client relationships through meaningful legacy planning

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Communication isn't just about what you say—it's about how you say it.

In this episode of From Busy to Rich, Wes and Justin explore why great ideas often fail to create action and how effective communication can change the trajectory of your business, leadership, and relationships.

Drawing from a recent conference presentation, Wes shares a simple framework inspired by Andy Stanley's Communicating for a Change that helps people move beyond information and into transformation. Along the way, he explains why storytelling matters, how to create engagement, and why implementation—not inspiration—is what ultimately changes lives.

In This Episode We Cover

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Why communication is about how you serve the message—not just what you say

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The four-part framework behind conversations that inspire action

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How storytelling creates trust, engagement, and memorable communication

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Why protecting time is the key to applying what you learn

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The difference between discovering truth and actually living it

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In this episode of From Busy to Rich, Wes sits down with bestselling author and enterprise software executive Carl Lenocker for a conversation about relationships, resilience, curiosity, and building a meaningful life.

Carl shares lessons from his journey from humble beginnings to business success, why relationships have shaped every major opportunity in his life, and how embracing change continues to create growth and opportunity. This episode is especially valuable for entrepreneurs, leaders, and professionals who want to build both success and significance.

In This Episode We Cover

• Why relationships are often the greatest driver of success
• The importance of staying curious and embracing change
• How AI is reshaping careers and creating new opportunities
• Lessons Carl learned from his parents about resilience and character
• Building a life, career, and legacy that truly matters

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In this episode of From Busy to Rich, Wes continues his conversation with business partner and co-host Justin Lakin, diving into the lessons learned from nearly five years of working together.

Justin shares his transition back into financial services, the mindset shifts required to become a holistic advisor, and how coachability, feedback, and continuous growth have shaped his development as a leader.

Together, Wes and Justin explore why the best advisors never stop learning, how great coaching accelerates growth, and why surrounding yourself with the right people can change the trajectory of your career and life.

In This Episode We Cover

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Why coachability is one of the most important traits for long-term success

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The role feedback and mentorship play in accelerating growth

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How Justin transitioned from product-focused advising to holistic planning

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Why discomfort is often the clearest indicator of where growth is needed

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The importance of surrounding yourself with people who challenge you to become better

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