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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
307307 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.
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