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Brian Landzaat on Leaving Your Comfort Zone
This inaugural episode of Vista Visionaries unpacks a story that started with following tradition and evolved into forging a new path. Host Chris Williams engages with long-time business associate, friend, and co-founder Brian Landzaat to discuss his professional journey in the financial services sector.
The duo's professional paths crossed in 2012, and they have been collaborating ever since, providing services to high-net-worth clients and business proprietors.
Vista Finance is dedicated to providing guidance to closely held business owners and their families, helping them leverage their wealth to fulfill their personal aspirations.
The conversation delves into the drivers and for launching a small business, challenges faced, the significance of venturing beyond one's comfort zone, and the crucial role of forging robust relationships with clients. They also discuss hiring for success and culture, and opportunities for small business in America today.
Brian's background includes experiences at U.S. Bank and later at Private Bank, which eventually transitioned into CIBC. His expertise lies in estate planning and tax strategies, and he is well-versed in a variety of areas that small business owners often grapple with, including compliance, HR, and technology. In 2021, Brian embarked on a new venture, founding Vista Finance with a select group of partners.
Away from his professional life, Brian is a devoted family man, sharing his life with his wife Nicole and their children, Felix and Margot. He's a talented musician, problem solver and is inspired by connection.
We founded Vista in 2021 to creatively challenge the status quo of wealth management. At our core, we're rooted in trust, loyalty, and collaboration with our clients and with each other. Life is busy, and we can become fixated on what's right in front of us, losing sight of the bigger picture. Together, we're creating a world where talking about "the dream" is encouraged. We thrive on the challenge of bringing that dream into focus, and then into reality. To continue exploring how you can optimize your financial future, we invite you to visit our website at www.myvista.us.
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By Chris WilliamsThis inaugural episode of Vista Visionaries unpacks a story that started with following tradition and evolved into forging a new path. Host Chris Williams engages with long-time business associate, friend, and co-founder Brian Landzaat to discuss his professional journey in the financial services sector.
The duo's professional paths crossed in 2012, and they have been collaborating ever since, providing services to high-net-worth clients and business proprietors.
Vista Finance is dedicated to providing guidance to closely held business owners and their families, helping them leverage their wealth to fulfill their personal aspirations.
The conversation delves into the drivers and for launching a small business, challenges faced, the significance of venturing beyond one's comfort zone, and the crucial role of forging robust relationships with clients. They also discuss hiring for success and culture, and opportunities for small business in America today.
Brian's background includes experiences at U.S. Bank and later at Private Bank, which eventually transitioned into CIBC. His expertise lies in estate planning and tax strategies, and he is well-versed in a variety of areas that small business owners often grapple with, including compliance, HR, and technology. In 2021, Brian embarked on a new venture, founding Vista Finance with a select group of partners.
Away from his professional life, Brian is a devoted family man, sharing his life with his wife Nicole and their children, Felix and Margot. He's a talented musician, problem solver and is inspired by connection.
We founded Vista in 2021 to creatively challenge the status quo of wealth management. At our core, we're rooted in trust, loyalty, and collaboration with our clients and with each other. Life is busy, and we can become fixated on what's right in front of us, losing sight of the bigger picture. Together, we're creating a world where talking about "the dream" is encouraged. We thrive on the challenge of bringing that dream into focus, and then into reality. To continue exploring how you can optimize your financial future, we invite you to visit our website at www.myvista.us.