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 familyLearning to steward a shared vision Join us today and Envizion More. Key Highlights 04:15 Prioritizing God, family, charity in leadership  08:00 Parental support in setting life goals 19:02 Embodiment of humility and helpfulness as a leader  30:55 Family expectations at Vizionary Wealth Management  36:10 CJ's real estate license for family real estate building  42:48 Relationship growth and learning from struggles  50:30 Mindset shifts and self-awareness in leadership  1:03:17 Graduating early1:24:07 Discussing transition to wealth management leadership  1:30:18 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 Journey04:12 Transformation through Discipline and Leadership10:30 Reading to Lead: Bryce's Key Books17:45 Managing Early: Bryce's Introduction to Business25:28 College vs. Entrepreneurship32:40 Embracing the Family Business39:15 Overcoming Bullying: Building Resilience as a Leader47:02 The 75 Hard Challenge: Mental Grit Meets Habits54:19 Negotiating Equity Deals as a Teenager1:12:27 Dealing with Failure1:20:42 Finding the Bigger Goal1:29:50 Family Goals and Lifetime Giving1:37:33 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 journeyRe-finding your priorities and living them outHow to be an entrepreneur without losing your soulThe 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 00:00 Reflection during pauses leads to life-changing decisions08:12 Embracing challenges is a sign of a true entrepreneur14:27 Invitational communities foster growth and learning35:22 Self-care as a foundation for successful leadership47:00 Spouse support is critical for entrepreneurial success53:18 Building a support system is crucial for personal well-being1:04:02 Trusting teams to lead for organizational growth1:21:07 Envisioning more than just financial success1:29:32 The influence of exceptional individuals and community1:47:15 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 familyMentorship: The role the wisdom of others played in helping them find their visionGoal Setting: How the practice of family goal setting has helped them form a shared visionAccountability: 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 Soundbites 02:15 Acknowledging priorities: Family vs. Career goals04:38 Learning from early business struggles07:50 Addressing children's needs amidst entrepreneurship22:43 Adopting health and lifestyle changes28:17 The value of mentorship in personal development39:40 Focusing decision-making towards impactful areas58:34 Leadership lessons from financial hardships1:03:22 Intentional mentoring for their kids’ development1:09:10 Family check-ins and goal-setting routines1:20:35 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  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 togetherAn investment-minded approach to relationshipsA strategy for family meetingsOvercoming individual challenges as a family team Key Highlights 00:00 Introduction to Wagner Family's Goal Planning Sessions03:12 Importance of Seeking Counsel Individually08:17 Strategic Discussions on Family Resources18:29 "Wagners Do Big Things" Family Mindset29:55 Family Overcomes Challenges; Sets Major Goals Together36:02 Intentionality in Crafting Family Core Values42:48 Multi-Generational Approach to Building Family Legacy51:23 Discipline as a Key to Achieving Family Goals58:11 Overcoming Challenges with Family Support1:27:02 Importance of Envisioning More for Continuous Improvement1:51:09 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/

“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 resilience08:42 Funding, startup pitfalls, and strategic pivots14:09 Wayne's mentorship and venture growth insights20:15 Transformative acquisitions33:29 Resilience amidst pandemic challenges39:45 Entrepreneurs' goals: ministry, wealth, and infrastructure46:00 Values advancement over political polarization58:12 Work-life balance and seasonal working patterns1:04:28 Valuing experience and supporting alternative careers1:32:05 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 togetherAn investment-minded approach to relationshipsA strategy for family meetingsOvercoming individual challenges as a family team Key Highlights 00:00 Introduction to Wagner Family's Goal Planning Sessions03:12 Importance of Seeking Counsel Individually08:17 Strategic Discussions on Family Resources18:29 "Wagners Do Big Things" Family Mindset29:55 Family Overcomes Challenges; Sets Major Goals Together36:02 Intentionality in Crafting Family Core Values42:48 Multi-Generational Approach to Building Family Legacy51:23 Discipline as a Key to Achieving Family Goals58:11 Overcoming Challenges with Family Support1:27:02 Importance of Envisioning More for Continuous Improvement1:51:09 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/

“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 workplaceWard’s role as a mentor and sponsor to help Wayne launch his own careerHow 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 MungerZig ZiglarJim RohnEd 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/

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 planning10:39 Personal growth through extensive reading13:50 Challenging biases for financial breakthrough17:28 Rethinking vision: Impact over retirement30:21 Using wealth to accelerate values through generations39:40 Breaking generational mindsets for success45:50 Practicing intentional family conversations on values51:27 Avoiding entitlement in generational wealth1:03:02 Storytelling for accessible financial concepts Key Links Envizion More: http://www.EnvizionMore.comVizionary Wealth: http://www.VizionaryWealth.comOur Facebook: https://www.facebook.com/VIZIONARYWEALTHWayne’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/