In this episode of From Busy to Rich, Justin and Wes tackle one of the biggest shifts happening in the advisory space right now: AI.

Not the hype. Not the fear.
What’s actually happening inside real practices—and what it means for your future.

The reality? Advisors aren’t being replaced by AI…
They’re being replaced by advisors who know how to use it.

Wes shares how their team is actively integrating AI into their workflow—from client summaries to planning efficiency—and how it’s already saving massive amounts of time while improving output quality.

They also break down:

• How AI is shifting client expectations
• Why resisting change is more dangerous than getting it wrong
• The real risk: identity, not technology
• How to use AI without becoming overly reliant on it
• A simple way to start using AI this week

If you want to stay relevant—and ahead—this is a conversation you can’t afford to ignore.

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• Wes Young Live Website

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Most advisors think about taxes for six weeks a year — and that habit may be costing their clients (and their business) more than anything else.

In this episode of From Busy to Rich, Justin and Wes break down why proactive tax planning is one of the most overlooked — yet most powerful — ways to differentiate your practice, increase client retention, and create meaningful value.

In This Episode, We Cover:

• Why most CPAs focus on preparation, not planning
• How proactive tax planning creates massive client loyalty
• Simple tax strategies advisors can begin using immediately
• Why fear keeps advisors from stepping into tax conversations
• The one action you should take this week to get started

If you want to differentiate your firm, deepen client relationships, and help clients keep more of what they earn — this episode is a must-listen.

Explore the book: Beautiful Savage

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• Wes Young Live Website

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In this episode of From Busy to Rich, Justin Lakin sits down with Wes Young to continue the conversation around Beautiful Savage—this time exploring the story behind the framework.

They discuss why the book is structured as both a narrative and a practical guide, how mentors and relationships shaped Wes’s journey, and why curiosity is one of the most important traits for sustained growth.

You’ll also hear how success can quietly create blind spots, and why using 90-day cycles is one of the most effective ways to turn ideas into action.

If you want to keep growing—even when things are already going well—this episode will challenge how you think.

• Why Beautiful Savage is structured as both a story and a framework
• The role of mentors, “who not how,” and learning from others
• The danger of success-induced blindness and how it shows up
• Why curiosity is a key guardrail against arrogance
• How to stay a learner—even when you’re already successful
• Why 90-day cycles are critical for real growth and execution

Explore the book: Beautiful Savage

Connect with us:

• Instagram
• X
• Facebook
• LinkedIn
• Youtube
• Wes Young Live Website

Submit a Podcast Question here!