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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 Jul 17, 2024
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
If you want your prosperity to last, become an expert at introspection.
Today’s conversation with leadership coach Trent Booth digs into the hard reality of how even the most successful leaders can sabotage their own achievements if they’re not committed to self-awareness.
Join us as we go deep into topics like unresolved trauma, self-sabotage, and practical ways we can practice more effective introspection.
It’s a conversation around core values, putting first things first, and helping those around us to do the same.
KEY HIGHLIGHTS:
The undercurrent of ego
Values over titles and metrics
Accountability and discipline in teams
Private addressing of issues, public praising
Valuing time and flexibility in finances
Partnering with like-minded missions
Generational approaches to work and success
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/
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Disclosures: http://www.VizionaryWealth.com
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
“I want every single person to say, ‘Man, that business has been such a blessing to our family.’”
Many of us can name a few people who have been phenomenally successful in terms of money, but that success hasn’t translated to the other parts of their lives. It’s a common story–in the pursuit of success, we miss out on significance.
Shawn Sparks joins us today as a vocal thought leader on this topic in the world of financial advisors. In his work as co-founder of Triad Partners, he is a key voice in the movement to better integrate our work and our lives.
What if instead of a brutal tug of war between our work and our personal worlds, what if they were woven together in a healthy, lasting way?
Triad calls this “Do Business. Do Life.” BDBL for short.
With the incredible growth of Triad as a testimony, he joins us today to share how balance, health, and personal purpose drive their success instead of restricting it.
Join us as we Envizion More and define success in a better way.
KEY HIGHLIGHTS:
Burnout and self-awareness
Reverse engineering your vision
Five principles of a significant business ethos
Importance of scalable marketing and sales
Integrating personal desires with business goals
Sustainable business models outlast founders
Longevity as a mandatory part of success
Regret or Discipline-Choose your pain
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/
Triad Partners: https://triadpartners.com/
Triad’s Facebook: https://www.facebook.com/TriadPartners
Shawn’s LinkedIn: https://www.linkedin.com/in/shawn-sparks-8905a120/
Advisor Transformation: https://theadvisortransformation.com/
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Disclosures: http://www.VizionaryWealth.com
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/
Wednesday Jul 03, 2024
Wednesday Jul 03, 2024
Wednesday Jul 03, 2024
“I realized I need some way to help people understand their money story–how do we become healthier in our relationship with money?”
We welcome the dynamic Cindy Morgan-Jaffe, an acclaimed author, counselor, and coach with a particular focus on our emotional connections to money. Her experience helps peel back the layers of our financial mindsets and how our experience with money shapes our use of it. Her guidance creates a pathway for you to align your head, your heart, and your habits to achieve a life of balance and intentional financial decision-making.
Get ready to challenge and change your relationship with money as Cindy discusses the discomfort of asking for help, the necessity of setting boundaries, and the power of a healthy wealth mindset.
We'll also delve into the profound influence of mentoring, the need for financial education to navigate an online world rife with misinformation, and how we can recalibrate our legacy when it comes to wealth.
So, whether you're navigating personal challenges, mismanaging your finances, or looking to pivot your financial legacy, this episode will provide you with the perspectives and tools to forge a transformative approach to money and life.
KEY HIGHLIGHTS:
Aligning head, heart, and habits for personal effectiveness
Understanding the effect of triggers on decision-making
The power of moderation and accountability
Boundary setting as a self-leadership tool
Balancing values like generosity and stability
The role of positive leadership in money conversations
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
Cindy’s LinkedIn: https://www.linkedin.com/in/morganjaffe/
Positive Money Club: https://www.positivemoneyclub.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 Jun 26, 2024
Wednesday Jun 26, 2024
Wednesday Jun 26, 2024
“We realized we had to take control of our own destiny. You have to sort through the pieces and build something for yourself.”
We are joined today by advisor and entrepreneur Brent O’Mara. He is a financial advisor overseeing several hundred million dollars in AUM as well as a cofounder at the advisor led WealthPlan Group, an RIA representing over 2.5B in assets.
With powerful stories and soundbites to spare, our conversation today covers topics like:
– Capitalizing on opportunities as an entrepreneur
– The value of core strengths when taking risks
– Creative tax opportunities available to entrepreneurs
– How a commitment to client experience drives success on every front
Listen in for amazing stories of success, failure, and perseverance from an industry leader.
KEY HIGHLIGHTS:
Technological advancements transform the finance industry
Brent's advice to young entrepreneurs on kindness
Planning wealth for future generations
Focusing core strengths before diversifying income
Surpassing mentors and casting a new vision
Discussing the evolution and adaption of RIAs
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
WealthPlan Group: https://www.wealthplan.group/
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 Jun 19, 2024
Wednesday Jun 19, 2024
Wednesday Jun 19, 2024
“When it comes to parenting, I like to judge my ability to throw a spiral based on their ability to catch it.”
It’s one thing to become successful. It’s another thing to raise up your kids to their own success. In many cases, the second one seems even harder.
Today, we have the chance to interview a 3rd generation entrepreneur in the early days of building his own vision. Daniel Keever founded Evergreen Financial Marketing, a firm specializing in financial advisors and RIAs.
Daniel’s entrepreneurial bent did not come about by accident. His dad (Ward Keever—episode 2!) is one of the most intentional parents we know when it comes to raising competent, creative kids who have launched their own businesses.
Today, Daniel represents a Gen 2 perspective we can glean from. He shares his experiences around the questions of:
How did your parents instill core values in you from an early age?
How did your family handle conflict through bumpy teenage years?
What lessons have you learned by being allowed to fail?
Were there any lessons that took a long time to sink in?
If you’re in the midst of trying to train up your kids to be hard-working, creative, and marked by integrity, today’s episode is for you. It’s time to Envizion More.
KEY HIGHLIGHTS:
Reflecting personal evolution through relationships
Intentionality in parenting shapes children's future
Demanding respect vs earning it
Raising self-sufficient adults, not dependents
Entrepreneurial thinking even as a W2
Choosing battles with adult children wisely
Giving permission to try and fail
The power of multi-generational investment
Helping next gens own the family vision
Second Generation Wealth: Accelerator or Drain?
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
Evergreen Financial Marketing: https://www.evergreenfm.com/
Daniel’s LinkedIn: https://www.linkedin.com/in/danielkeevermarketing/
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 Jun 12, 2024
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
“I like to redefine altruism as being wildly sold out to the success of others.”
It’s tempting for financial advisors to view their clients’ lives as a number. The whole process tends to revolve around the question, “How much do you need to retire?”
To retire to what? What’s the purpose of having “enough” if you don’t know YOUR purpose?
And what if the answer to that question changes your answer to the question of enough?
In today’s conversation, Wayne is joined by Trent Booth of Veritas Leadership Group to explore stories of families who are redefining success when it comes to their finances.
When you have clarity on your vision, you stop living for “enough”–and start living for something more.
KEY HIGHLIGHTS:
Stewardship as accountability and blessing
Core values guide your financial decisions
How identity drives behavior
Aligning lifestyle with a generational vision
Stewardship beyond wealth: time and talent
Living from a place of purpose, not fear
Integrating values with financial planning
Challenging fear-based financial narratives
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/
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 Jun 05, 2024
Wednesday Jun 05, 2024
Wednesday Jun 05, 2024
When we talk about “Envizioning More”, it’s not just for ourselves. Our kids a key part of our dreams for the future. Today, we talk with a VERY special guest about how two generations can join together and steward a vision together.
Cierra “CJ” Wagner is the oldest of the Wagner kids, and she joins us in a pivotal season of life. She is a few short months from getting married and launching her own family. She also has joined the Vizionary Wealth team with a long-term vision for a career in wealth management.
Not every kid wants to follow in the family business, but the opportunity to work together has produced powerful conversations.
Today’s conversation gives us a glimpse into both perspectives. Wayne shares what he’s learned in supporting Cierra as she explores the family business, and Cierra shares about how her own journey:
Answering the question, “What’s MY vision?”
Navigating the unique dynamics of a family
Learning to steward a shared vision
Join us today and Envizion More.
KEY HIGHLIGHTS:
Prioritizing God, family, charity in leadership
Parental support in setting life goals
Embodiment of humility and helpfulness as a leader
Family expectations at Vizionary Wealth Management
CJ's real estate license for family real estate building
Relationship growth and learning from struggles
Mindset shifts and self-awareness in leadership
Graduating early
Discussing transition to wealth management leadership
Evolution of goal setting and leadership maturity
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 May 29, 2024
Wednesday May 29, 2024
Wednesday May 29, 2024
At just 19 years old, Bryce Wagner has experienced more transformation than most seasoned leaders.
Instead of college, he chose the entrepreneurial route and now oversees a franchise business nearing $1M in annual revenue. He’s transformed his health, losing 150lbs and building muscle mass. He’s embracing mentors and reading 50+ books a year.
How did he arrive at this point at only 19? His story (so far) is one of extreme ownership. Not perfection. Ownership.
Bryce’s journey is a wealth of insight for anyone who wants to empower their kids to chase big dreams. Our hope is not that they become like us–it’s that they lap us again and again.
Key Highlights
00:00 Introduction to Bryce Wagner's Leadership Journey
04:12 Transformation through Discipline and Leadership
10:30 Reading to Lead: Bryce's Key Books
17:45 Managing Early: Bryce's Introduction to Business
25:28 College vs. Entrepreneurship
32:40 Embracing the Family Business
39:15 Overcoming Bullying: Building Resilience as a Leader
47:02 The 75 Hard Challenge: Mental Grit Meets Habits
54:19 Negotiating Equity Deals as a Teenager
1:12:27 Dealing with Failure
1:20:42 Finding the Bigger Goal
1:29:50 Family Goals and Lifetime Giving
1:37:33 The Emotional Aspect of Leadership: Control and Connection
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.
1020 W. 18th Street, Suite 1 • Wilmington, DE 19802
Office: (302)-635-9400 || answers@vizionarywealth.com
Podcast produced by Evergreen Financial Marketing.
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