Envizion More

11. Building Wealth Creatively and Advisor Success with Brent O’Mara

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“We realized we had to take control of our own destiny. You have to sort through the pieces and build something for yourself.”

 

We are joined today by advisor and entrepreneur Brent O’Mara. He is a financial advisor overseeing several hundred million dollars in AUM as well as a cofounder at the advisor led WealthPlan Group, an RIA representing over 2.5B in assets.

With powerful stories and soundbites to spare, our conversation today covers topics like:

– Capitalizing on opportunities as an entrepreneur

– The value of core strengths when taking risks

– Creative tax opportunities available to entrepreneurs

– How a commitment to client experience drives success on every front

Listen in for amazing stories of success, failure, and perseverance from an industry leader.

KEY HIGHLIGHTS:
  • Technological advancements transform the finance industry
  • Brent's advice to young entrepreneurs on kindness
  • Planning wealth for future generations
  • Focusing core strengths before diversifying income
  • Surpassing mentors and casting a new vision
  • Discussing the evolution and adaption of RIAs
    • 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
  • WealthPlan Group: https://www.wealthplan.group/ 
  • 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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