Envizion More

Not all entrepreneurs run businesses. Today, we sit down with foster mom Jamie Finn who has found herself at the helm of a large-scale movement: Foster the Family. What began with one foster family’s “yes” has turned into a national network of support and resources, equipping foster families for their critical work.

In this episode, we dig into the power of an entrepreneurial mindset in the nonprofit sector. Jamie Finn is a case study for how Envizioning More directly translates to bigger impact than we may think possible.

• Introduction to fostering and leadership challenges

• Envizion More: http://www.EnvizionMore.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

In the past few weeks, our community has been hit with the extremes of life. Both in our personal lives and in the world at large, we have seen lives cut short unexpectedly. It drives home the sobering truth: no one is entitled to tomorrow.

Today, we take time to reflect on this reality and how it should inform the way we live. From relationships to lasting impact to preparing for the unexpected, today’s conversation is one we don’t often visit–but one that calls us to Envizion More.

• John Ruhlin’s legacy & Giftology’s impact

• Giftology: https://giftologygroup.com/ 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

“Medicare essentially throws a 130-page book at you and says good luck.”

Around this time last year, we hosted a virtual Medicare workshop with Jason L’Hommedieu of Nexus Insurance Advisors–one of our top events for the year.

Medicare is a decision that catches many people off guard. It’s a complex topic, and unfortunately, one fraught with pitfalls. Jason is Vizionary’s go-to expert on the topic of Medicare planning.

Whether you're approaching 65 or advising someone who is, understanding your options—from Medicare Parts A and B to Medicare Advantage plans and supplements—is crucial. Jason sheds light on everything from enrollment deadlines to the hidden changes in benefits. 

We also consider the future, such as Medicare's financial implications for the country's debt. We’ll also discuss the changes to drug coverage caps and potential new measures to control costs.

Medicare is complex, but the right guide makes all the difference.

Vizionary Wealth Management and Nexus Insurance Advisors are separate entities. There is no financial relationship or compensation between Vizionary Wealth Management and Nexus Insurance Advisors.

• Navigating Different Coverage Situations

• Envizion More: http://www.EnvizionMore.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/  

Every successful person had an early role model who helped them believe that more was possible. Today, we are sitting down with a person who met Wayne and Mae in their 20s and radically changed the course of their lives. He was the first one to challenge them to Envizion More.

The conversation revisits the pivotal stories of Brad’s influence in Wagner’s early married years and chronicles Brad’s transformative approach to relationships, personal development, and influence.

Brad and Wayne also explore the vital benefit of surrounding oneself with influential people and the crucial role of vision in leadership. Brad’s advice on investing in oneself and others, as well as the legacy of integrity and character, offers a profound perspective on achieving not just financial success but a lasting positive impact.

We hope you enjoy one of the foundational moments where Envizion More found its roots.

• Envizion More: http://www.EnvizionMore.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/  

“We don’t talk enough about how trauma can actively drive success. We also don’t talk about how that trauma can explode our success if not dealt with.” – Nate Wagner

Today’s conversation is a vulnerable one–but one that high achievers deeply need to hear.

Today’s returning guest is Nate Wagner, a pastor, counselor, and rehabilitator of burned-out leaders. Together with co-host Trent Booth, they unpack the significance of addressing and recovering from past traumas to achieve self-awareness and self-regulation.

We'll explore the distinctions between "big T" and "small t" traumas and discuss the hidden challenges leaders face in balancing work and home life. 

Nate provides invaluable insights into recognizing when it's time to seek professional help and the importance of finding the right therapist. This conversation is packed with practical advice for leaders looking to break free from dysfunctional coping mechanisms and build healthier, more productive lives.

Envizioning More is not just about financial success. Healthy minds and hearts are equally needed.

• The power of leaders addressing past traumas

• Envizion More: http://www.EnvizionMore.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

"How can I accelerate the success everyone else assumes should be slower? A commitment to excellence."

In this episode, host Wayne Wagner is joined by Spencer Morgan, an accidental entrepreneur who's built a successful portfolio in the home services industry. Spencer shares his journey from door-to-door pest control sales to becoming a millionaire business owner. 

He provides invaluable advice on handling rejection, the importance of vigilant KPI tracking, and the power of delivering a consistent customer experience.

Spencer also emphasizes the importance of learning sales and creative thinking, embracing failure, and focusing on personal growth. So, buckle up–Spenser’s drive and ambition are contagious. Today’s conversation will drive you to Envizion More, create momentum, and pursue a bigger dream.

Whether you're an aspiring entrepreneur or looking to glean lessons from an experienced business owner, this episode is packed with practical wisdom. Tune in to hear Spencer Morgan's inspiring story and his strategies for achieving long-term success.

• How sales experience drives creative thinking

• Envizion More: http://www.EnvizionMore.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

Work in financial planning long enough, and you will meet a wide variety of people. Two clients have embodied a life-long commitment to philanthropy: Steven Averbuch and Rachel Rivest. Their paths crossed 20 years ago through Wayne’s work in the pharma space, and their relationship has grown over the years.

Today, Wayne welcomes them to the show to discuss what drives their charitable giving and how they work it into their financial plan. Regardless of what causes you’re passionate about, we celebrate the core values of generosity and creating impact through wealth.

• The power of touching lives through your work

• Envizion More: http://www.EnvizionMore.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/  

The pharma and biotech industry is one of the most complex to work in. Navigating regulations, boom-or-bust start-up companies, and complex compensation can make it hard to predict how your career will progress.

Today, we have the honor of interviewing Sherri Kemp of Kemps Connections. She is approaching 20 years of executive recruiting, helping high-performing executives reach new levels of success and purpose in their careers. Along the way, she found a sweet spot in pharma.

Today, she joins us to discuss the dramatic shift from a candidate-driven market to an employer-driven one, largely influenced by economic factors, inflation, FDA regulations, and funding issues.

We'll dive into the challenges job seekers are facing, including fewer job opportunities, increased competition, and the complexities introduced by AI in the hiring process. Sherri will also share her expertise on crafting standout resumes, interview preparation, and understanding the nuances of pay transparency laws.

• Job market shift from candidate-driven to employer-driven

• Envizion More: http://www.EnvizionMore.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/ 

“Leadership has greater complexity now than ever before. There are heavier expectations on leaders, but also heightened suspicion–and yet they’re expected to lead confidently.”

Nate Wagner is a veteran in the Christian ministry and counseling space, and as of recently, he’s leaned into a much-needed specialty: revitalizing weary leaders.

As we explore what it means to #EnvizionMore, the topic of leadership comes up a lot. It’s in your career. It’s in your community. It’s in your family.

Our conversation today dives into how to carry the load well and how to look after those under your care. When our leaders thrive, our world thrives.

Join us as we discuss burnout, stress, influence, vision, and fighting the good fight.

• The Importance (and Pressure) of Genuine Leadership 

• Envizion More: http://www.EnvizionMore.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/  

“Every father should remember that one day his son will follow his example instead of his advice." – Charles F. Kettering

Today’s discussion is a unique one. Wayne and Trent are joined by Paul Spuler, who would normally be introduced as a corporate savant. In his career, he’s built a reputation for transforming companies, having overseen teams as large as 750 with $200M in revenue.

But today, he goes to a deeper place: fatherhood. Specifically, raising young men.

If you have sons, brace for a deep dive into a vulnerable conversation. The discussion ranges from:

• TOUGH MIRRORS: the way parenting reveals our own trauma and brokenness

Join the conversation as we discuss the hard days–and the unbelievably incredible days–of raising values-rich sons.

• Parenting as Leadership

• Envizion More: http://www.EnvizionMore.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/