Envizion More

08. Stewarding A Multi-Generational Vision with CJ Wagner


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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/ 

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    Envizion MoreBy Wayne Wagner Jr., ChFC

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