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

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