Sep 4, 2024
Introduction:
In this episode of The Voices of Business, hosts Corey Nathan and Joshua Maddux welcome John Vance, a certified financial planner and CEO of Vance Wealth. John shares his journey from a young finance enthusiast to a seasoned entrepreneur, discussing the challenges, successes, and insights he's gained over his 21 years of building and leading his firm. The conversation dives into financial planning, market trends, and the essential qualities of a successful business leader.
What You Will
Learn:
- John Vance's journey from starting in finance to founding Vance
Wealth.
- Insights into long-term financial planning and investment
strategies.
- The importance of mentorship and training for young
professionals.
- How to manage and scale a business effectively.
- The role of innovation in financial planning and the impact of
new technologies like AI.
Episode
Highlights:
1. [00:01:00] – John Vance shares his early inspirations and how he
decided to pursue a career in financial planning.
2. [00:06:00] – John talks about his first job and the critical
lessons learned during the dot-com bubble.
3. [00:08:00] – The decision to start Vance Wealth and the life
events that motivated John to become an entrepreneur.
4. [00:16:00] – The importance of delegation and hiring the right
people for business growth.
5. [00:27:00] – John discusses innovative strategies in financial
planning, emphasizing the need for a solid foundation in financial
education.
6. [00:33:00] – Insights into how Vance Wealth uses AI and data to
enhance financial planning and client advisory services.
7. [00:38:00] – Advice for young entrepreneurs and leaders on
developing long-term success strategies.
8. [00:45:00] – John reflects on mistakes made in hiring and
managing a team and the lessons learned from those experiences.
Featured
Quotes:
- "When you find good people, I’ve been a big believer in just
collecting good people." – John Vance
- "If you don’t have a plan, then when there are variations of
outcomes… it’s hard to make decisions, but when there is a plan,
you have a place you can come back to." – John
Vance
- "The power of compounding is remarkable, and sticking to the
fundamentals often yields the best results." – John
Vance
- "If you're not making mistakes, you're not taking some risks."
– John Vance
Resources Mentioned:
- Vance Wealth Website
- Connect with John Vance on LinkedIn
Call to
Action:
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review wherever you listen to podcasts. Your feedback helps us
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