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
