Learn More About Vizionary Wealth
Curious about Wayne's work at Vizionary Wealth? Click here.
Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you. We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Wednesday May 08, 2024
Wednesday May 08, 2024
Wednesday May 08, 2024
“Very rarely do you get to walk the entrepreneurial journey with your mentors. That’s one of the biggest privileges of having mentors as partners. My dream is to do the same thing with my kids.”
In this episode, we sit down with Justice Volz, managing partner of Liberty Entertainment, who shares his remarkable entrepreneurial quest as a young managing partner of a growing franchise business. With a hub on Ocean City, New Jersey’s boardwalk, Justice has a wealth of insight earned by experience.
Together with his brother and the strategic mentorship of Wayne Wagner, Justice navigates the narrative of their business evolution – from weathering setbacks to transformative acquisitions. Justice also shares about the benefits (and challenges) of family business dynamics.
Key Themes Include:
Mentorship Matters: Time-tested wisdom is critical.
Resilience is Rewarding: Facing challenges head on is the path to rare flourishing.
Legacy Over Currency: Profit is the fuel, not the end goal.
We'll also be joined by the insightful Trent Booth, who explores the layers of multi-generational business growth, the impact of strong mentorship, and the significance of leaving more than just financial wealth to future generations.
Key Highlights
03:25 Small business genesis and personal resilience
08:42 Funding, startup pitfalls, and strategic pivots
14:09 Wayne's mentorship and venture growth insights
20:15 Transformative acquisitions
33:29 Resilience amidst pandemic challenges
39:45 Entrepreneurs' goals: ministry, wealth, and infrastructure
46:00 Values advancement over political polarization
58:12 Work-life balance and seasonal working patterns
1:04:28 Valuing experience and supporting alternative careers
1:32:05 Authentic customer engagement and innovative sales training
Key Links
Envizion More: http://www.EnvizionMore.com
Vizionary Wealth: http://www.VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://www.VizionaryWealth.com
Connect with Justice on LinkedIn: https://www.linkedin.com/in/justice-volz-735288273/
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/
Wednesday May 01, 2024
Wednesday May 01, 2024
Wednesday May 01, 2024
“We all are committed to becoming the best version of ourselves, or at least a better version than we were yesterday. That’s our shared commitment to each other.”
You may have heard that the second generation loses 70% of its wealth and 90% by the third. Why does this happen to financially successful families?
Multi-generational wealth isn’t just a matter of net worth. It’s about creating alignment in values and vision between generations. It’s not just dad’s vision. Or mom’s vision. Or the kids’ visions.
It’s a shared vision that ties us together while letting us become the best version of ourselves.
The Wagner family has been focusing on this conversation for years. They’ve established unique habits for finding and forming a shared family vision. In today’s episode, Wayne is joined by his wife Mae and his kids CJ and Bryce.
Join us as we delve into:
Seeking counsel individually and together
An investment-minded approach to relationships
A strategy for family meetings
Overcoming individual challenges as a family team
Key Highlights
00:00 Introduction to Wagner Family's Goal Planning Sessions
03:12 Importance of Seeking Counsel Individually
08:17 Strategic Discussions on Family Resources
18:29 "Wagners Do Big Things" Family Mindset
29:55 Family Overcomes Challenges; Sets Major Goals Together
36:02 Intentionality in Crafting Family Core Values
42:48 Multi-Generational Approach to Building Family Legacy
51:23 Discipline as a Key to Achieving Family Goals
58:11 Overcoming Challenges with Family Support
1:27:02 Importance of Envisioning More for Continuous Improvement
1:51:09 Stewardship and Calling in Business and Mission Work
Key Links
Envizion More: http://www.EnvizionMore.com
Vizionary Wealth: http://www.VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://www.VizionaryWealth.com
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/
Wednesday Apr 24, 2024
Wednesday Apr 24, 2024
“When you go into your first big prospect meeting, and you just get punched in the face, Ward was the guy in that meeting with me. He was the one who literally wiped my tears, dusted off my face, smacked me on the proverbial butt and told me, “Don’t worry, I’ll see you in the office tomorrow. We’ve got more work to do.”
Every successful leader has their own origin story. Today, we’re joined by one of the key figures in Wayne Wagner’s own origin story: Ward Keever IV.
When Wayne began his career in insurance sales, it wasn’t long before he was burnt out, beat up, and thoroughly frustrated with the entire business environment of “sell at all costs.” On the verge of returning to his past landscaping business, Ward was the pivotal figure who cast a vision for a better future in financial services.
Today, Ward Keever IV oversees Covenant Wealth Management, a financial advisory firm with over $400M in assets under management–and an aggressive plan to reach $1B in assets through exceptional service.
In today’s episode, we trace Wayne and Ward’s shared past, including:
A remarkable escape from a hostile workplace
Ward’s role as a mentor and sponsor to help Wayne launch his own career
How their relentless vision has built two thriving, ethical businesses today
Tune in for a heartfelt conversation about their respect for each other, personal and business growth, and designing the lives they plan to lead. This is the Envizion More Podcast—where we help families build and accelerate their wealth across generations. Let's get started.
Key Highlights
05:22: Hiring a multigenerational advisor team
10:15: Legacy through enduring company culture
19:48: Selectivity in client relationships
37:45: Mentoring for tradition continuation
44:20: Overcoming obstacles from hostile enemies
1:04:26: A focus on continuous self-improvement and integrity
1:12:05: Overcoming 'imposter syndrome' in leadership
1:17:33: Biblical stewardship in financial advising
1:25:40: Embracing challenges for personal growth
1:31:49: Journey from discomfort to enjoyment in work
1:39:58: Vision for first-generation wealth-building families
1:48:17: Fostering resilience through mentorship
2:03:25: Emphasizing kindness in client interactions
2:12:18: Perspectives on biblically responsible investing
2:21:04: Encouraging perseverance in the financial industry
2:29:09: Rejecting industry norms for client-centered service
People Mentioned
Charlie Munger
Zig Ziglar
Jim Rohn
Ed Mylett
Key Links
Envizion More: http://www.EnvizionMore.com
Vizionary Wealth: http://www.VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Ward's LinkedIn: https://www.linkedin.com/in/wardkeever/
Covenant Wealth Strategies: https://www.covenantwealthstrategies.com/
Disclosures: http://www.VizionaryWealth.com
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
Welcome to the inaugural episode of the Envizion More Podcast.
I’m uniquely excited to finally share what we’ve been working on in secret for the last 6 months.
Today’s conversation will help give you a taste of the conversations we’ve been capturing and what’s to come.
I’m joined by my good friend Trent Booth, CEO of Veritas Leadership. He’s my professional coach who has a knack for bringing out the best in those around him–you’ll hear from him frequently on this show.
Today, we answer the cornerstone question, “What does it mean to Envizion More?” (And why a podcast about it?)
Here are a few of the soundbites you’ll come across in today’s episode:
Wealth Beyond Net Worth
Financial success ruins as many families as it strengthens. How do we find and protect our core values in the midst of wealth?
What Is Wealth Acceleration?
70% of wealth disappears in the second generation. How do we mentor our kids to take what we’ve built and steward it well, accelerating our family wealth and impact through generations 2 and 3?
Why We Don’t Talk About Retirement
We encourage our clients to plan for “financial independence.” Don’t work 40 years to put your feet up and coast with no purpose. We want our clients to manage their wealth towards maximum freedom–freedom to pursue your family's calling and vision.
I hope you enjoy this opening episode, and if you’d like to check out the show notes or learn about our work at Vizionary, visit us at EnvizionMore.com.
Key Highlights
00:00 Financial empowerment beyond retirement planning
10:39 Personal growth through extensive reading
13:50 Challenging biases for financial breakthrough
17:28 Rethinking vision: Impact over retirement
30:21 Using wealth to accelerate values through generations
39:40 Breaking generational mindsets for success
45:50 Practicing intentional family conversations on values
51:27 Avoiding entitlement in generational wealth
1:03:02 Storytelling for accessible financial concepts
Key Links
Envizion More: http://www.EnvizionMore.com
Vizionary Wealth: http://www.VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://www.VizionaryWealth.com
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/
Join us as we follow the stories for first-gen wealth builders who are committed to making their prosperity last for generations.
Wayne Wagner Jr., ChFC is the founder of Vizionary Wealth Management, a firm dedicated to the needs of values-driven wealth holders. He specializes in helping first generation wealth builders live out their legacy in their families, communities, and beyond.
Wayne is also a veteran entrepreneur, helping to guide and fund other young entrepreneurs in the launching of their own businesses.
Curious about Wayne's work at Vizionary Wealth? Click here.
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Office: (302)-635-9400 || answers@vizionarywealth.com
Podcast produced by Evergreen Financial Marketing.
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