Good advisors don’t die from starvation of too little opportunity. We die from indigestion of way too much. In this business, we have unlimited markets we can work in, unlimited products and services we sell, and of course, countless narratives and methods to move a client to action. It is in this sea of unlimited opportunity that we can actually work ourselves into a state of sophisticated confusion. If we aren’t careful, “overwhelmed, disorganized and chaotic” will be the description of our days. The good news is that you can move from a place of sophisticated confusion to mature simplicity.
Wes was frustrated by the lack of financial planning software that took clear inputs and produced easy-to-use outputs, so he set out to build his own in Planning Shepherd.
Wes Young, founder of the financial consulting firm Wes Young & Associates, specializes in building profitable, sustainable business operations. In addition to working with his private clients, he serves on the board of advisors to some of the nation’s largest privately held companies. He is an author and speaker, receiving invitations to teach at churches, financial firms, business groups and leadership conferences across the country. Many have invested in and benefited from his audio and visual teaching as well as his books. Wes and his wife, Jamie, live in Austin, Texas, with their children Gage and Abby.