Envizion More

Today’s drop is especially for entrepreneurs and those who lead others. Our guest Brad Johnson is one of the founders of Triad Partners, an FMO changing the industry through the power of exceptional culture.

Brad joins to share his experience as a new generation of entrepreneurs pursues industry-best results–without sacrificing a meaningful life along the way.

In today’s dialogue, we dig deep on:

• Learning to embrace change as part of your journey

As you listen, you’ll feel it too. It’s time for us to aim higher and Envizion More.

“When you have a taste for exceptional people, you always end up meeting them everywhere."

• Reflection during pauses leads to life-changing decisions

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

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

Success always requires sacrifice. The key to lasting success is being mindful of what’s being sacrificed. In today’s episode, Wayne is joined by his wife Mae to explore how you can pursue ambitious goals without them pulling your family apart. 

In this vulnerable conversation, Wayne & Mae share:

1. Mistakes: Moments when ambition had consequences in their family

If you have had trouble balancing your big dreams and your family’s closeness, this episode is for you! It’s time to Envizion More.

“We go away in January of every year and spend a good two to three days, at least, focused on goal setting, kind of recapping the year before. How many books have they read? How has it impacted them? What are their goals for this year? Five years, ten years down the road, keeping a pulse on what they're doing and what they want to do."

• Acknowledging priorities: Family vs. Career goals

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

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

“Very rarely do you get to walk the entrepreneurial journey with your mentors. That’s one of the biggest privileges of having mentors as partners. My dream is to do the same thing with my kids.”

In this episode, we sit down with Justice Volz, managing partner of Liberty Entertainment, who shares his remarkable entrepreneurial quest as a young managing partner of a growing franchise business. With a hub on Ocean City, New Jersey’s boardwalk, Justice has a wealth of insight earned by experience.

Together with his brother and the strategic mentorship of Wayne Wagner, Justice navigates the narrative of their business evolution – from weathering setbacks to transformative acquisitions. Justice also shares about the benefits (and challenges) of family business dynamics.

Key Themes Include:

• Mentorship Matters: Time-tested wisdom is critical.

We'll also be joined by the insightful Trent Booth, who explores the layers of multi-generational business growth, the impact of strong mentorship, and the significance of leaving more than just financial wealth to future generations.

• Small business genesis and personal resilience

• 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 all are committed to becoming the best version of ourselves, or at least a better version than we were yesterday. That’s our shared commitment to each other.”

You may have heard that the second generation loses 70% of its wealth and 90% by the third. Why does this happen to financially successful families?

Multi-generational wealth isn’t just a matter of net worth. It’s about creating alignment in values and vision between generations. It’s not just dad’s vision. Or mom’s vision. Or the kids’ visions. 

It’s a shared vision that ties us together while letting us become the best version of ourselves.

The Wagner family has been focusing on this conversation for years. They’ve established unique habits for finding and forming a shared family vision. In today’s episode, Wayne is joined by his wife Mae and his kids CJ and Bryce.

Join us as we delve into:

• Seeking counsel individually and together

• Introduction to Wagner Family's Goal Planning Sessions

• 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 you go into your first big prospect meeting, and you just get punched in the face, Ward was the guy in that meeting with me. He was the one who literally wiped my tears, dusted off my face, smacked me on the proverbial butt and told me, “Don’t worry, I’ll see you in the office tomorrow. We’ve got more work to do.”

Every successful leader has their own origin story. Today, we’re joined by one of the key figures in Wayne Wagner’s own origin story: Ward Keever IV.

When Wayne began his career in insurance sales, it wasn’t long before he was burnt out, beat up, and thoroughly frustrated with the entire business environment of “sell at all costs.” On the verge of returning to his past landscaping business, Ward was the pivotal figure who cast a vision for a better future in financial services.

Today, Ward Keever IV oversees Covenant Wealth Management, a financial advisory firm with over $400M in assets under management–and an aggressive plan to reach $1B in assets through exceptional service.

In today’s episode, we trace Wayne and Ward’s shared past, including:

• A remarkable escape from a hostile workplace

Tune in for a heartfelt conversation about their respect for each other, personal and business growth, and designing the lives they plan to lead. This is the Envizion More Podcast—where we help families build and accelerate their wealth across generations. Let's get started.

• Hiring a multigenerational advisor team  

• 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/ 

Welcome to the inaugural episode of the Envizion More Podcast.

I’m uniquely excited to finally share what we’ve been working on in secret for the last 6 months.

Today’s conversation will help give you a taste of the conversations we’ve been capturing and what’s to come.

I’m joined by my good friend Trent Booth, CEO of Veritas Leadership. He’s my professional coach who has a knack for bringing out the best in those around him–you’ll hear from him frequently on this show.

Today, we answer the cornerstone question, “What does it mean to Envizion More?” (And why a podcast about it?)

Here are a few of the soundbites you’ll come across in today’s episode:

Wealth Beyond Net Worth

Financial success ruins as many families as it strengthens. How do we find and protect our core values in the midst of wealth?

What Is Wealth Acceleration?

70% of wealth disappears in the second generation. How do we mentor our kids to take what we’ve built and steward it well, accelerating our family wealth and impact through generations 2 and 3?

Why We Don’t Talk About Retirement

We encourage our clients to plan for “financial independence.” Don’t work 40 years to put your feet up and coast with no purpose. We want our clients to manage their wealth towards maximum freedom–freedom to pursue your family's calling and vision.

I hope you enjoy this opening episode, and if you’d like to check out the show notes or learn about our work at Vizionary, visit us at EnvizionMore.com.

• Financial empowerment beyond retirement planning

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

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