08. Stewarding A Multi-Generational Vision with CJ Wagner

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:

• 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/