Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you. We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
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Creating A Family Brand with Chris and Melissa Smith
48:10
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“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 identit…
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Mastering Introspection in Leadership with Trent Booth
53:37
53:37
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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…
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Significance, Burnout and Lasting Success with Shawn Sparks
1:17:14
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“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 joi…
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Changing Mindsets and Behaviors Around Money with Cindy Morgan-Jaffe
1:01:49
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“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 an…
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Building Wealth Creatively and Advisor Success with Brent O’Mara
1:18:17
1:18:17
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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 …
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Raising Up Gen 2 Entrepreneurs with Daniel Keever
1:26:14
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“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 …
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Redefining Financial Success More Than “Enough” with Trent Booth
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“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…
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Stewarding A Multi-Generational Vision with CJ Wagner
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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 shor…
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Taking Ownership and Accelerating Success with Bryce Wagner
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58:14
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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 d…
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Embracing Change, Entrepreneurship and Self-Care with Brad Johnson
1:18:51
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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 al…
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Our Vision, Not My Vision with Mae Wagner
1:20:41
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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: Mistakes: Moments when ambition had consequences in t…
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Launching Young Entrepreneurs with Justice Volz
1:33:57
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“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 manag…
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The Power of a Shared Family Vision with The Wagners
1:03:56
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“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…
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Origin Stories and Multi-Generational Business Vision with Ward Keever IV and Trent Booth
1:23:59
1:23:59
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“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 …
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What Does It Mean to Envizion More? with Trent Booth
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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 pr…
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