“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/ 

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/ 

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/ 

Today’s drop is especially for entrepreneurs and those who lead others. Our guest Brad Johnson is one of the founders of Triad Partners, an FMO changing the industry through the power of exceptional culture.
Brad joins to share his experience as a new generation of entrepreneurs pursues industry-best results–without sacrificing a meaningful life along the way.
In today’s dialogue, we dig deep on:
Learning to embrace change as part of your journey
Re-finding your priorities and living them out
How to be an entrepreneur without losing your soul
The power of healthy self-care on company culture
As you listen, you’ll feel it too. It’s time for us to aim higher and Envizion More.
“When you have a taste for exceptional people, you always end up meeting them everywhere."
KEY HIGHLIGHTS:
Reflection during pauses leads to life-changing decisions
Embracing challenges is a sign of a true entrepreneur
Invitational communities foster growth and learning
Self-care as a foundation for successful leadership
Spouse support is critical for entrepreneurial success
Building a support system is crucial for personal well-being
Trusting teams to lead for organizational growth
Envisioning more than just financial success
The influence of exceptional individuals and community
Continuous improvement as an entrepreneurial value
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/ 
Do Business Do Life Podcast: https://bradleyjohnson.com/ 
Brad’s LinkedIn: https://www.linkedin.com/in/bradjohnsondbdl/ 
Triad Partners: https://triadpartners.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/ 

Success always requires sacrifice. The key to lasting success is being mindful of what’s being sacrificed. In today’s episode, Wayne is joined by his wife Mae to explore how you can pursue ambitious goals without them pulling your family apart. 
In this vulnerable conversation, Wayne & Mae share:
Mistakes: Moments when ambition had consequences in their family
Mentorship: The role the wisdom of others played in helping them find their vision
Goal Setting: How the practice of family goal setting has helped them form a shared vision
Accountability: How goal setting as a family provides you with the support you need
If you have had trouble balancing your big dreams and your family’s closeness, this episode is for you! It’s time to Envizion More.
“We go away in January of every year and spend a good two to three days, at least, focused on goal setting, kind of recapping the year before. How many books have they read? How has it impacted them? What are their goals for this year? Five years, ten years down the road, keeping a pulse on what they're doing and what they want to do."
KEY HIGHLIGHTS:
Acknowledging priorities: Family vs. Career goals
Learning from early business struggles
Addressing children's needs amidst entrepreneurship
Adopting health and lifestyle changes
The value of mentorship in personal development
Focusing decision-making towards impactful areas
Leadership lessons from financial hardships
Intentional mentoring for their kids’ development
Family check-ins and goal-setting routines
Passing financial knowledge to the next generation
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 
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/ 

“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:
Small business genesis and personal resilience
Funding, startup pitfalls, and strategic pivots
Wayne's mentorship and venture growth insights
Transformative acquisitions
Resilience amidst pandemic challenges
Entrepreneurs' goals: ministry, wealth, and infrastructure
Values advancement over political polarization
Work-life balance and seasonal working patterns
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/ 

“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:
Introduction to Wagner Family's Goal Planning Sessions
Importance of Seeking Counsel Individually
Strategic Discussions on Family Resources
"Wagners Do Big Things" Family Mindset
Family Overcomes Challenges; Sets Major Goals Together
Intentionality in Crafting Family Core Values
Multi-Generational Approach to Building Family Legacy
Discipline as a Key to Achieving Family Goals
Overcoming Challenges with Family Support
Importance of Envisioning More for Continuous Improvement
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/ 

“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:
Hiring a multigenerational advisor team  
Legacy through enduring company culture  
Selectivity in client relationships  
Mentoring for tradition continuation  
Overcoming obstacles from hostile enemies 
A focus on continuous self-improvement and integrity  
Overcoming 'imposter syndrome' in leadership  
Biblical stewardship in financial advising  
Embracing challenges for personal growth  
Journey from discomfort to enjoyment in work  
Vision for first-generation wealth-building families  
Fostering resilience through mentorship  
Emphasizing kindness in client interactions  
Perspectives on biblically responsible investing  
Encouraging perseverance in the financial industry  
Rejecting industry norms for client-centered service  
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/