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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 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?”
- Navigating the unique dynamics of a family
- Learning to steward a shared vision
Join us today and Envizion More.
Key Highlights- 04:15 Prioritizing God, family, charity in leadership
- 08:00 Parental support in setting life goals
- 19:02 Embodiment of humility and helpfulness as a leader
- 30:55 Family expectations at Vizionary Wealth Management
- 36:10 CJ's real estate license for family real estate building
- 42:48 Relationship growth and learning from struggles
- 50:30 Mindset shifts and self-awareness in leadership
- 1:03:17 Graduating early
- 1:24:07 Discussing transition to wealth management leadership
- 1:30:18 Evolution of goal-setting and leadership maturity
- 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/
- 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/
12 episodes
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