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08. Stewarding A Multi-Generational Vision with CJ Wagner
Manage episode 422045542 series 3568267
Kandungan disediakan oleh Wayne Wagner Jr., ChFC and Wayne Wagner Jr.. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Wayne Wagner Jr., ChFC and Wayne Wagner Jr. atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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:- Prioritizing God, family, charity in leadership
- Parental support in setting life goals
- Embodiment of humility and helpfulness as a leader
- Family expectations at Vizionary Wealth Management
- CJ's real estate license for family real estate building
- Relationship growth and learning from struggles
- Mindset shifts and self-awareness in leadership
- Graduating early
- Discussing transition to wealth management leadership
- 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/
29 episod
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