Do Business. Do Life. — The Financial Advisor Podcast — DBDL

040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner

Nov 29, 2023

01:15:29

Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives.

In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous value to his clients lives and differentiate himself among the competition.

3 of the biggest insights from Wayne Wagner …

The Law of the Lid and how weak leadership can limit success – not only for you, but for any member on your team.

How to identify niche markets as a financial advisor, so you can differentiate yourself among the competition – and how this makes it tougher for AI to steal your job!

In business, your differences are your strengths. Learn how to build and empower a high-performing team that compliments one another.

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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Copyright ©️ 2023 Triad Partners. All rights reserved. TP11233252252

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