Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you.
We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Envizion More: http://EnvizionMore.com
Vizionary Wealth: http://VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://VizionaryWealth.com
All content for Envizion More is the property of Wayne Wagner Jr., ChFC and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you.
We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Envizion More: http://EnvizionMore.com
Vizionary Wealth: http://VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://VizionaryWealth.com
38. Vision, Values and Family Identity with Mae Wagner + Chris and Melissa Smith
Envizion More
45 minutes 39 seconds
10 months ago
38. Vision, Values and Family Identity with Mae Wagner + Chris and Melissa Smith
We have the privilege of working with high-performing families, but what keeps a family close in the midst of individual success?
Today’s returning guests Chris and Melissa Smith have dedicated their careers to helping families forge a common bond around core values and vision. Their work through Family Brand (linked below) is a powerful framework to help families answer the critical question, “Who are WE?”
We’re ready to tackle the practical aspects of building strong family identities by setting yearly goals and themes, reflecting on past successes and challenges, and emphasizing the importance of open communication and vulnerability.
Whether it’s creating vision boards with your kids on New Year’s Eve, establishing relationship goals, or teaching financial responsibility, today’s episode is packed with insights for every family eager to deepen connections and foster intentional living.
KEY HIGHLIGHTS:
Yearly themes transformed our family
Planning for improvements
Building identity and resilience through family narratives
Striving for meaningful relationships
Quick relationship check-ins
Intentional vs. intuitive vision boards
Reinforcing established communication patterns
Budget and assets planning
Shared values enable vulnerability and accountability
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/
Family Brand: https://familybrand.com/
Family Brand Podcast: https://familybrand.com/podcast/
Family Culture Quiz: https://familybrand.com/quiz/
Family Brand Instagram: https://www.instagram.com/ourfamilybrand/
Disclosures: http://www.VizionaryWealth.com
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/
Envizion More
Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you.
We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Envizion More: http://EnvizionMore.com
Vizionary Wealth: http://VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://VizionaryWealth.com