Envizion More

“My number one goal was to give him the message: you have what it takes. Take the risk.” – Gail Hyatt

Michael and Gail Hyatt have one of the most impressive track records of anyone we know–but their core mission is what we find most compelling.

Michael is a prolific NYT best-selling author, creator of the Full Focus Planner, and a coach to top coaches. Together with Gail, their family has excelled through a focus on smart risk, vision, and legacy.

They join the podcast today to share some of their key takeaways, particularly in the area of:

• Pursuing risky goals as a family

• Stewardship as a framework for life 

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

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

“This is the clearest we’ve ever felt on what we feel called to do as a family.” – Chris Smith

In today’s episode, we sit down with Chris and Melissa Smith, the innovative founders of Family Brand.

Like many of us, their story began with their definitions of success in family and career pulling against each other. It uncovered gaps in their identity as a family.

Who are we and what are we about? 

What is our shared vision and purpose as a family unit?

What started as a needed experiment became a transformative calling. Today, Family Brand helps others identify the core values that pull families together and helps them document their “family brands.”

They discuss the sacred nature of calling and stewardship, emphasizing the central role of family values in shaping a purposeful legacy. 

Join us as we explore how the Smiths involve their children in family branding, the influence of societal forces on family dynamics, and their practical approaches to reinforce family identity. 

Whether it’s re-enrolling in marriage or empowering children with positive affirmations, the Smiths’ story is a testament to the power of envizioning more from our relationships and the legacy we hope to create. 

• Creating a positive family narrative  

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

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

If you want your prosperity to last, become an expert at introspection. 

Today’s conversation with leadership coach Trent Booth digs into the hard reality of how even the most successful leaders can sabotage their own achievements if they’re not committed to self-awareness.

Join us as we go deep into topics like unresolved trauma, self-sabotage, and practical ways we can practice more effective introspection.

It’s a conversation around core values, putting first things first, and helping those around us to do the same.

• The undercurrent of ego

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

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

“I want every single person to say, ‘Man, that business has been such a blessing to our family.’”

Many of us can name a few people who have been phenomenally successful in terms of money, but that success hasn’t translated to the other parts of their lives. It’s a common story–in the pursuit of success, we miss out on significance.

Shawn Sparks joins us today as a vocal thought leader on this topic in the world of financial advisors. In his work as co-founder of Triad Partners, he is a key voice in the movement to better integrate our work and our lives.

What if instead of a brutal tug of war between our work and our personal worlds, what if they were woven together in a healthy, lasting way? 

Triad calls this “Do Business. Do Life.” BDBL for short.

With the incredible growth of Triad as a testimony, he joins us today to share how balance, health, and personal purpose drive their success instead of restricting it.

Join us as we Envizion More and define success in a better way.

• Burnout and self-awareness

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

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

“I realized I need some way to help people understand their money story–how do we become healthier in our relationship with money?”

We welcome the dynamic Cindy Morgan-Jaffe, an acclaimed author, counselor, and coach with a particular focus on our emotional connections to money. Her experience helps peel back the layers of our financial mindsets and how our experience with money shapes our use of it. Her guidance creates a pathway for you to align your head, your heart, and your habits to achieve a life of balance and intentional financial decision-making.

Get ready to challenge and change your relationship with money as Cindy discusses the discomfort of asking for help, the necessity of setting boundaries, and the power of a healthy wealth mindset. 

We'll also delve into the profound influence of mentoring, the need for financial education to navigate an online world rife with misinformation, and how we can recalibrate our legacy when it comes to wealth.

So, whether you're navigating personal challenges, mismanaging your finances, or looking to pivot your financial legacy, this episode will provide you with the perspectives and tools to forge a transformative approach to money and life.

• Aligning head, heart, and habits for personal effectiveness

• 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 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.

• Technological advancements transform the finance industry

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

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

“When it comes to parenting, I like to judge my ability to throw a spiral based on their ability to catch it.”

It’s one thing to become successful. It’s another thing to raise up your kids to their own success. In many cases, the second one seems even harder.

Today, we have the chance to interview a 3rd generation entrepreneur in the early days of building his own vision. Daniel Keever founded Evergreen Financial Marketing, a firm specializing in financial advisors and RIAs. 

Daniel’s entrepreneurial bent did not come about by accident. His dad (Ward Keever—episode 2!) is one of the most intentional parents we know when it comes to raising competent, creative kids who have launched their own businesses.

Today, Daniel represents a Gen 2 perspective we can glean from. He shares his experiences around the questions of:

• How did your parents instill core values in you from an early age?

If you’re in the midst of trying to train up your kids to be hard-working, creative, and marked by integrity, today’s episode is for you. It’s time to Envizion More.

• Reflecting personal evolution through relationships

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

Veritas Leadership Group: https://www.veritasleadershipgroup.org/ 

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

“I like to redefine altruism as being wildly sold out to the success of others.”

It’s tempting for financial advisors to view their clients’ lives as a number. The whole process tends to revolve around the question, “How much do you need to retire?”

To retire to what? What’s the purpose of having “enough” if you don’t know YOUR purpose?

And what if the answer to that question changes your answer to the question of enough?

In today’s conversation, Wayne is joined by Trent Booth of Veritas Leadership Group to explore stories of families who are redefining success when it comes to their finances.

When you have clarity on your vision, you stop living for “enough”–and start living for something more.

• Stewardship as accountability and blessing

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

Veritas Leadership Group: https://www.veritasleadershipgroup.org/ 

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

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?”

Join us today and Envizion More.

• Prioritizing God, family, charity in leadership  

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

Veritas Leadership Group: https://www.veritasleadershipgroup.org/ 

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

At just 19 years old, Bryce Wagner has experienced more transformation than most seasoned leaders. 

Instead of college, he chose the entrepreneurial route and now oversees a franchise business nearing $1M in annual revenue. He’s transformed his health, losing 150lbs and building muscle mass. He’s embracing mentors and reading 50+ books a year.

How did he arrive at this point at only 19? His story (so far) is one of extreme ownership. Not perfection. Ownership.

Bryce’s journey is a wealth of insight for anyone who wants to empower their kids to chase big dreams. Our hope is not that they become like us–it’s that they lap us again and again.

• 00:00 Introduction to Bryce Wagner's Leadership Journey

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

Veritas Leadership Group: https://www.veritasleadershipgroup.org/ 

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