FROM THE DESK OF JOHN VANCE

To Our Vance Wealth Friends and Family,

As we get ready to wrap up another year, we’re celebrating a quarter of growth in life and business – and looking to 2024 with fresh excitement for the future. At home, the kids started a new school year, and with only one still in high school, that means the older kids are back in their college classes. Carmen and I moved Kate into the dorms at Temple University in Philadelphia, and she’s having a great time getting settled into life on campus. We also flew out to Boise to celebrate Parents Weekend with Lauren at Boise State University. While the house is a little quieter now, it seems like I’m talking with the kids even more now than when they were living at home. Especially coming off such an awesome trip this summer, where we shared some incredible memories and bonding time in Europe. It’s been really exciting to watch all the kids grow into themselves more this year.

With growth in mind at home and in the office, I was excited to attend the Inc. 5000 Conference and Gala in San Antonio, Texas last November. Shanele Stoll, our Director of Marketing, also attended, and we were hoping to learn everything we could from the industry leaders and experts who were taking the stage. Some of the most innovative minds in America were in attendance, and many of the topics aligned with our firm’s values, especially our commitment to continuous growth and desire for balance in life, so we were excited to bring back what we learned. But that wasn’t the only way I was learning that quarter.

I’ve also joined a new coaching program, The Strategic Coach by Dan Sullivan, which gives me the opportunity to work with a community of entrepreneurs who also share a 10x mindset. I believe it’s crucial to continue developing your skills as a leader, and as we’ve grown, my role has shifted to focus on this task. The time I spend implementing new ideas and moving the overall vision of the firm forward is so important. I’m excited to focus more on this area as we move into the final months of the year. With so many positive opportunities on the horizon, it seems like our team is well on the way to achieving more in 2024.

John Vance, CFP®, CEPA, CDFA™
President, Vance Wealth

Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.