“Leadership has greater complexity now than ever before. There are heavier expectations on leaders, but also heightened suspicion–and yet they’re expected to lead confidently.”
 
Nate Wagner is a veteran in the Christian ministry and counseling space, and as of recently, he’s leaned into a much-needed specialty: revitalizing weary leaders.
As we explore what it means to #EnvizionMore, the topic of leadership comes up a lot. It’s in your career. It’s in your community. It’s in your family.
Our conversation today dives into how to carry the load well and how to look after those under your care. When our leaders thrive, our world thrives.
Join us as we discuss burnout, stress, influence, vision, and fighting the good fight.
KEY HIGHLIGHTS:
The Importance (and Pressure) of Genuine Leadership 
The Impact of Grace-Based Environments  
Coaching Other Leaders Through Crisis  
Reshaping Our Understanding of God and Religion   
How to Foster Lasting Prosperity  
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/ 
Nate’s Counseling Bio: https://www.cornerstone.edu/faculty/nate-wagner/ 
Nate’s LinkedIn: https://www.linkedin.com/in/nathan-wagner-5b217611/ 
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/  

“Every father should remember that one day his son will follow his example instead of his advice." – Charles F. Kettering
Today’s discussion is a unique one. Wayne and Trent are joined by Paul Spuler, who would normally be introduced as a corporate savant. In his career, he’s built a reputation for transforming companies, having overseen teams as large as 750 with $200M in revenue.
But today, he goes to a deeper place: fatherhood. Specifically, raising young men.
If you have sons, brace for a deep dive into a vulnerable conversation. The discussion ranges from:
TOUGH MIRRORS: the way parenting reveals our own trauma and brokenness
LASTING VALUES: playing the long game in shaping our sons
STRONG BONDS: winning the respect and love we need as role models
Join the conversation as we discuss the hard days–and the unbelievably incredible days–of raising values-rich sons.
KEY HIGHLIGHTS:
Parenting as Leadership
Revisiting Old Generational Leadership Styles  
Breaking Cycles: Adopting Improved Parenting Styles   
Appreciating Positive Leadership Traits from Previous Generations  
Leading in High-Tension Situations  
The Influence of Community and Church
Balancing Leadership and Influence as a Parent  
Addressing Leadership Challenges in Modern Parenting  
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/ 
Paul’s Linkedin: https://www.linkedin.com/in/paul-spuler-12a135a3/ 
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/ 

“My number one goal was to give him the message: you have what it takes. Take the risk.” – Gail Hyatt
 
Michael and Gail Hyatt have one of the most impressive track records of anyone we know–but their core mission is what we find most compelling.
Michael is a prolific NYT best-selling author, creator of the Full Focus Planner, and a coach to top coaches. Together with Gail, their family has excelled through a focus on smart risk, vision, and legacy.
They join the podcast today to share some of their key takeaways, particularly in the area of:
Pursuing risky goals as a family
Protecting your family by setting boundaries on ambition
Empowering your kids to step into their own vision
KEY HIGHLIGHTS:
Stewardship as a framework for life 
Mentorship: Growing fruit on others' trees  
Legacy of resilience and learning in the family  
Different spouse backgrounds affecting entrepreneurial decisions
Navigating financial challenges of owning a business 
The grounding power of a vision
Focusing on impact that outlives you 
Full Focus Planner: Tool for achieving the big visions
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/ 
Full Focus Planner: https://fullfocus.co/ 
Full Focus Facebook: https://www.facebook.com/fullfocusco/ 
Michael’s LinkedIn: https://www.linkedin.com/in/michaelhyatt/ 
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/ 

“This is the clearest we’ve ever felt on what we feel called to do as a family.” – Chris Smith
In today’s episode, we sit down with Chris and Melissa Smith, the innovative founders of Family Brand.
Like many of us, their story began with their definitions of success in family and career pulling against each other. It uncovered gaps in their identity as a family.
Who are we and what are we about? 
What is our shared vision and purpose as a family unit?
What started as a needed experiment became a transformative calling. Today, Family Brand helps others identify the core values that pull families together and helps them document their “family brands.”
They discuss the sacred nature of calling and stewardship, emphasizing the central role of family values in shaping a purposeful legacy. 
Join us as we explore how the Smiths involve their children in family branding, the influence of societal forces on family dynamics, and their practical approaches to reinforce family identity. 
Whether it’s re-enrolling in marriage or empowering children with positive affirmations, the Smiths’ story is a testament to the power of envizioning more from our relationships and the legacy we hope to create. 
KEY HIGHLIGHTS:
Creating a positive family narrative  
Applying business processes to strengthen family bonding  
Why kids' involvement in family decisions is crucial  
Impact of external influences on family values   
Re-enrolling in family relationships daily  
Family culture quiz 
Annual review of family values for commitment renewal  
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/ 
Family Brand: https://familybrand.com/ 
Family Brand Podcast: https://familybrand.com/podcast/ 
Family Culture Quiz: https://familybrand.com/quiz/ 
Family Brand Instagram: https://www.instagram.com/ourfamilybrand/ 
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/  

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/

“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/

“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/  

“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/