From Busy to Rich

Author: Wes Young

In an effort to get the most out of life many people often live a margin-less life, and leave many things undone. In the Busy to Rich Podcast Wes provides unique insights from over 20 years in financial services on how to run a successful practice, mindset, strategies, and more in an effort to inspire other advisors to increase their profitability and quality of life.
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Language: en

Genres: Business, Careers, Entrepreneurship

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E152 – Navigating Change
Wednesday, 13 August, 2025

Click here to watch the video version For today’s episode of "From Busy to Rich," we reached back into the archive to revisit the timely conversation where host Wes Young engages with Michael Broderick, a seasoned financial advisor from Boston. Michael shares his nearly 30-year journey in the financial advisory business, emphasizing the importance of holistic planning, lifelong learning, and effective client communication. He discusses the challenges of implementing change within an organization, the significance of having a clear vision, and the iterative process of improvement. Michael also highlights the need for collaboration among advisors and the value of continuous education. His insights provide valuable lessons for both new and experienced advisors. In today’s episode we will cover: The role of lifelong learning and continuing education in professional development. Effective communication strategies for engaging with clients. Strategies for embracing and managing change within an organization. The importance of having a clear vision for guiding organizational change. Tools and methods for assessing and improving organizational practices. We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.