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From Confusion to Clarity
with Wes Young
Transform your practice from sophisticated confusion to mature simplicity, building significant recurring planning revenue while growing your assets under management and increasing your commission. Our proven path helps you reach new levels of peak performance, creating greater impact, profitability, and quality of life for you, your team, and your clients.
When you join Transform, you'll unlock:
- Two powerful remote series (11 sessions each)
- All day in-person Deep-Dive
- All course materials via your personal online portal
- Ongoing connection through exclusive live alumni sessions
Your Journey to Peak Performance
The Transform program delivers a comprehensive development experience
designed specifically for financial professionals who want to elevate their practice and achieve sustainable growth.
Master Essential Skills
- High-value financial planning integration
- Unlock hidden potential in your existing client base
- Create a practice where ideal clients seek you out
- Annual cadence for high-impact client journeys
- Cultivate peak performance teams
- Unlock planning insights others never see
- Profitable practice growth
- Ideal calendar management
- Vision development and execution
The sessions:
- Path to Peak-Performance
- Location: Understanding Your Story About Money
- Expectation: Enhancing Your Story About Money
- Direction: Family Bank Velocity
- Direction: “What If Scenario” Death
- Direction: Maximizing Tax Intelligence
- Ongoing Client Engagement
- What Are You Thinking?
- Building Peak Performance Teams – Part 1
- Building Peak Performance Teams – Part 2
- Calendar Mastery: From Chaos to Control
- In-person Deep Dive
- + Bonus Sessions
- + Monthly Alumni Sessions