Summary

In this episode of the Abundant Journey podcast, hosts Nick James and Nick Aufenkamp interview Jason Bright and Ian Johnson of Bright Smith Advisors. The conversation covers topics such as entrepreneurship, faith, and the journeys of Jason and Ian. Jason and Ian discuss their mission to help business owners get out of advice silos and provide coordinated, proactive advice by bringing together various disciplines in financial planning. They also share their personal journeys, including the challenges and transitions they faced in their careers. In this conversation, Ian Johnson and Jason Bright of Brightsmith Advisors discuss their journey as financial advisors and the unique approach they take in serving their clients.

They emphasize the importance of trusting in God's provision and being patient in building their business. They also discuss the challenges they faced in starting a business in an established industry and how they positioned themselves to acquire their first clients. They highlight the underserved demographic of successful business owners and the need for a different approach in serving their complex financial needs. They also share their perspectives on money and the importance of using it as a tool to bless others and further the kingdom of God. Finally, they discuss their personal goals and dreams, including giving away a significant portion of their income and opening orphanages.

Takeaways

- Jason and Ian aim to help business owners get out of advice silos and receive coordinated, proactive advice by bringing together various disciplines in financial planning.
- Transitioning from one career to another can be challenging, but it can also lead to personal growth and new opportunities.
- Both Jason and Ian faced obstacles and setbacks in their journeys, but they persevered and found success in the financial industry.
- Building a successful advisory practice takes time and dedication, and it's important to focus on serving clients and building relationships.
- Faith and a sense of stewardship play a significant role in Jason and Ian's approach to financial planning. Trust in God's provision and be patient in building your business.
- Position yourself to serve an underserved demographic with complex financial needs.
- View money as a tool to bless others and further the kingdom of God.
- Focus on family, faith, fitness, finance, and future to create an abundant life.
Set goals and dreams that align with your values and make a positive impact.

Chapters

00:00 - Introduction and Overview
02:11 - Breaking Out of Advice Silos
06:09 - Personal Journeys of Jason and Ian
08:12 - Overcoming Challenges and Transitions
19:00 - Career Frustrations and Desire for Control
23:26 - Transitioning to Financial Services
29:24 - Starting from Scratch and Building a Practice
35:03 - Different Approach to Financial Planning
36:29 - Trusting in God's Provision and Being Patient in Business
38:19 - Serving the Underserved: A Different Approach to Financial Advising
43:44 - Using Money as a Tool to Bless Others
56:23 - Creating an Abundant Life: Family, Faith, Fitness, Finance, and Future
01:08:13 - Setting Goals and Dreams that Align with Your Values

Connect with Abundant Journey:
Website: AbundantJourney.net
Newsletter: https://abundantjourney.beehiiv.com/
Instagram: https://www.instagram.com/abundantjourneypodcast
YouTube: https://www.youtube.com/@abundantjourney

Connect with Jason Bright:
Contact: 470-330-1289
LinkedIn: https://www.linkedin.com/in/jasonbrightbrightsmith/
Website: https://www.brightsmithadvisors.com/
Facebook: https://www.facebook.com/brightsmithadvisors/
Email: jason.bright@brightsmithadvisors.com

Connect with Ian Johnson:
Contact: 972-768-9247
LinkedIn: https://www.linkedin.com/in/bering-capital/
Website: https://www.beringfinancial.com/
Email: solutions@beringfinancial.com