Sign up to save your podcasts
Or
Share 040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner
Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives.
In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous value to his clients lives and differentiate himself among the competition.
3 of the biggest insights from Wayne Wagner …
- The Law of the Lid and how weak leadership can limit success – not only for you, but for any member on your team.
- How to identify niche markets as a financial advisor, so you can differentiate yourself among the competition – and how this makes it tougher for AI to steal your job!
- In business, your differences are your strengths. Learn how to build and empower a high-performing team that compliments one another.
JOIN THE DBDL INSIDER CREW
To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/40
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. TP11233252252
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
View all episodes
By Brad Johnson
5
301301 ratings
Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives.
In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous value to his clients lives and differentiate himself among the competition.
3 of the biggest insights from Wayne Wagner …
- The Law of the Lid and how weak leadership can limit success – not only for you, but for any member on your team.
- How to identify niche markets as a financial advisor, so you can differentiate yourself among the competition – and how this makes it tougher for AI to steal your job!
- In business, your differences are your strengths. Learn how to build and empower a high-performing team that compliments one another.
JOIN THE DBDL INSIDER CREW
To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/40
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube - Full Interviews
- YouTube - Clips from the Show
DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. TP11233252252
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
More shows like Do Business. Do Life. — The Financial Advisor Podcast — DBDL
View all
Masters in Business
2,182 Listeners
The Perfect RIA
457 Listeners
Small Business Tax Savings Podcast
245 Listeners
The Compound and Friends
2,036 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
229 Listeners
Barron's Streetwise
1,535 Listeners
Barron's Advisor
104 Listeners
The Lifestyle Investor - Investing, Passive Income, Wealth
285 Listeners
The Long Term Investor
126 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
112 Listeners
Retire With Style
170 Listeners
TRAP: The Real Adviser Podcast
4 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
40 Listeners
The Morgan Housel Podcast
961 Listeners
Advisor Marketing Made Simple
20 Listeners