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Origin Stories And Multi-Generational Business Vision With Ward Keever IV And Trent Booth
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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 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
- Ward’s role as a mentor and sponsor to help Wayne launch his own career
- How their relentless vision has built two thriving, ethical businesses today
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.
Key Highlights- 05:22: Hiring a multigenerational advisor team
- 10:15: Legacy through enduring company culture
- 19:48: Selectivity in client relationships
- 37:45: Mentoring for tradition continuation
- 44:20: Overcoming obstacles from hostile enemies
- 1:04:26: A focus on continuous self-improvement and integrity
- 1:12:05: Overcoming 'imposter syndrome' in leadership
- 1:17:33: Biblical stewardship in financial advising
- 1:25:40: Embracing challenges for personal growth
- 1:31:49: Journey from discomfort to enjoyment in work
- 1:39:58: Vision for first-generation wealth-building families
- 1:48:17: Fostering resilience through mentorship
- 2:03:25: Emphasizing kindness in client interactions
- 2:12:18: Perspectives on biblically responsible investing
- 2:21:04: Encouraging perseverance in the financial industry
- 2:29:09: Rejecting industry norms for client-centered service
- Charlie Munger
- Zig Ziglar
- Jim Rohn
- Ed Mylett
- Envizion More: http://www.EnvizionMore.com
- Vizionary Wealth: http://www.VizionaryWealth.com
- Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
- Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
- Ward's LinkedIn: https://www.linkedin.com/in/wardkeever/
- Covenant Wealth Strategies: https://www.covenantwealthstrategies.com/
- Disclosures: http://www.VizionaryWealth.com
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
- Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs. https://www.evergreenfm.com/
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