The way they ask questions and explain complex concepts are blowing my mind. The way they do is to show clients process and understand the heart of the services that they offer. Most people only focus on products type and hardy take their mind out off it. This podcast really well explain how important it is to have a true holistic financial planning. Love the podcast!

I get so much out of every episode and have shared episodes with people on my team, my coach and other advisors. I have learned so much about how to run my practice better and how to think differently. I’ve talked to Wes a few times and he is the real deal and so genuine.

Wes, Justin and Carl break down how the act of ongoing planning for a clinet serves them with more sucess because their financial landscape is forever changing. Definitely a must listen for advisers!!!!

I listen and take away a new idea from every episode. Keep helping people and advisors!

I really enjoy tuning into Andy and Wes’ conversations. They are always full of practical ideas on how to better serve clients and grow your business all while having a rich life in the process. Plus I appreciate the witty banter present in each episode (but don’t let that get to your head too much fellas haha). Overall great podcast that is on my must listen list!

Love this podcast, the concepts and language Wes and the team bring is awesome. I borrowed the pay your children language and booked a couple appointments with it. Thank you!

We all need a circle of friends, close advisers to help us through life. Wes is almost 20 years my junior yet in many ways so much wiser. I’d be a fool not to listen. The wisdom shared here is not just for the successful or aspiring fee based financial advisor. This is wisdom for everyone in life trying to balance “normal” with new. Anyone that is striving to thrive in business, career, relationships, life.

Real world direction and focus for those leaders who are high performing and want to improve. It’s a must listen for our entire leadership team. Wes comes across as understanding as if he has been in the positions he is talking about before. It is extremely relatable and applicable in the business environment we actually live in.

Wes is a great advisor and an amazing person. I always learn something when I hang around him and listen to his content. Keep it up bro!!’

5 stars for this one ! Great content with a great sense of humor !

My business has gone to a whole new level since I attended and immersed myself in Wes’s program. Highly recommended. You and your team will be happy you participated.