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