Wes Young Logo

About Wes

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.

Video Gallery

Books by Wes

What Do You Do? How to Grow Your Business By Answering the Right Way

Do you struggle with answering the question, "What do you do?" Answering this question powerfully is one of the greatest untapped opportunities for progress that exists in our industry. Not only does our approach to answering this question lead us to higher quantity of clients, but it also enhances the quality of relationships we have with them. Join Wes Young as he discusses the ripple effect of how answering this question well extends to the furthest reaches of your business.

What People Are Saying

“This book is a gem. Not only because it addresses issues many advisers face-but because it aids in formulation a solution that is customized to you and the people you serve. After reading this book , you will have clarity and direction on how to answer the question that is the most challenging for many producers. Learning this process will allow you not only to create an excellent “first Impression,’ but a foundation for strong relationships and a better business mode. I would recommend this book to any financial entrepreneur who is seeking to take their practice to the next level.”

Taylor M. Sledge, Jr.

“Wes Young has created a great playbook that will help Financial Advisors of all experiences levels answer one of the most important and fundamental question we face; “What do you do?” Wes’s humor, the use of analogies and ability to articulate make this a must read for any advisor that wants to get to the next level”

Joseph D. Kruse, CLU®, ChFC®, CFP®, AEP

“Wes has hit the nail on the head with “Problem to Avoid or Opportunity to Seize”. The book is full of Little Pearls of wisdom that any practitioner can quickly deploy into their respective practice and see immediate results. Wes is wise beyond his years and the insight we are able to pick up in the book is a testament to that; a wonderful addition to anyone’s Business reading library.”

Gib Surles, CLU®, ChFC®, CFP®, AEP, MSFS

"This book is a must-read for all business owners! Most of us get the question, "So what do you do?" all the time, and Wes' advice on how to turn your answer into a new business opportunity is spot on."

Kelly Edwards

From Busy to Rich

Ever feel like you run out of money before you run out of all the ideas and opportunities you want to pursue? Join Wes Young as he unpacks why trying to out earn all your ideas, never leaves you with extra money, it just leaves you tired. Unlock your ability to have extra time and money as we unveil what it means to go from busy to rich. Proverbs 10:22 tells us "The blessings of the Lord make one rich, and He adds no sorrow to it." Let's learn how to receive those blessings. BEING RICH IS GOD'S IDEA!

What People Are Saying

"As a life long entrepreneur, I wish I could have had this book decades ago. If you are a business owner seeking to unlock extra time and money, you hold in your hand the key."

Jim Pendleton, Owner, Eads-Pendleton

This book is a fresh, practical approach to living a rich life. Wes utilizes key Biblical principles to remove the barriers to being rich and seize God's best for our lives..."

Warburg Lee, CEO, Alen Corp.

"Wes Young is a visionary. This book will show you God's plan for being rich. I highly recommend it to anyone who wants to create more than they consume."

Ron Brigmon, President, Ron Brigmon Ministries, Inc.

"This is a book that I will be sharing with family, friends, and associates. The concept and principles can have a strong impact in the lives of those who put them into practice."

Eric B Campbell, Managing Partner, New York Life Insurance Company

Wes Young Learning Series

Sponsored by Planning Shepherd

Good advisers 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.

In this learning series, Wes Young will unpack a very powerful framework that will create incredible influence, sustainable profitability, and make a significant difference in the lives of those you serve. You will learn everything from the language, to the technology, to the back office task management and team development that Wes Young employs. Enrollment is limited to the first 25 premium subscribers.

What You Get

What You Get

Contact us to learn more about our upcoming session dates.

Total Investment for Premium Subscription: $2,950


Interested in having Wes speak at your next event? Fill out the form below.

Fill out my online form.

Contact Us

Request Additional Information

Fill out my online form.

Get in Touch

Email: cheryl@planningshepherd.com

Phone: 512-610-3133