Wednesday Jan 01, 2025

38. Vision, Values and Family Identity with Mae Wagner + Chris and Melissa Smith

We have the privilege of working with high-performing families, but what keeps a family close in the midst of individual success?

Today’s returning guests Chris and Melissa Smith have dedicated their careers to helping families forge a common bond around core values and vision. Their work through Family Brand (linked below) is a powerful framework to help families answer the critical question, “Who are WE?”

We’re ready to tackle the practical aspects of building strong family identities by setting yearly goals and themes, reflecting on past successes and challenges, and emphasizing the importance of open communication and vulnerability. 

Whether it’s creating vision boards with your kids on New Year’s Eve, establishing relationship goals, or teaching financial responsibility, today’s episode is packed with insights for every family eager to deepen connections and foster intentional living.

KEY HIGHLIGHTS:

  • Yearly themes transformed our family
  • Planning for improvements
  • Building identity and resilience through family narratives 
  • Striving for meaningful relationships
  • Quick relationship check-ins
  • Intentional vs. intuitive vision boards
  • Reinforcing established communication patterns
  • Budget and assets planning
  • Shared values enable vulnerability and accountability

KEY LINKS:

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

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