Hey, welcome back to Vision Pros. I'm really
excited to introduce you to Victor Idoko, and
he's calling in from Sydney, Australia. Victor,
I'm really glad to meet you. Can you introduce
yourself a little bit, please? Yes, thank you,
Sue. I am very excited to be here as well. I
am Victor Idoko. I run a financial planning wealth
management firm in Sydney and moved, been in
Australia for about 17 years now. start up here
there's lots of studies in finance and everything
i've truly enjoyed it um so with myself as well
i love chess i love reading and i love fitness
so those keep me really busy uh soon to be family
man i definitely want a family and you know i'll
spend some time with them and uh right now we
just help clients um achieve their visions and
help them you know um with financial planning
and and wealth management Wonderful. That's fantastic.
And that dives right into our very first question
that I wanted to ask you, which is, what's your
vision for those clients that you're serving?
Yeah, so it's a very good question and very interesting
question because when we sit down with clients,
that's the first thing I'm trying to understand.
And, you know, what that means for different
people can vary a lot. Okay. So in terms of what
is my vision is actually to get them to that
vision that they want for their lives. Because,
you know, you can be sitting down with my twin
and he can want a totally different vision to
mine. So it's really been in a place where I
can understand them and then help them put financial
strategies to get there. because with most people's
visions uh it really ties into you know finances
and being able to fund that being able to you
know spend time with your loved ones protect
the long ones um so all those are very important
so the vision is very very um different from
person person all really centers around money
generally For sure. And I love that, that you're
actually starting with what their vision is for
their future, because like you said, it can vary
so tremendously from person to person. Every
vision requires some sort of money. So that's
great. How in -depth is that process that you
go through? Yeah, so it's quite a huge process
because what I found, and I'll throw out statistics
that are just my guesstimates, but what I found
is there are about 30 % of people that have that
vision and know what it looks like. As the word
says, it's vision, right? They can see what it
looks like and they're like, yep, that's what
I want and that's it. And the other 80%, we need
to actually ask them lots of questions to shape
that vision with them so they get that picture
and visualize what they want. Because it doesn't
come normal to most people. So for us, wealth
managers, financial planners, we need to be able
to ask those questions and be able to visualize
it with them so we can help them get there. So
it's quite a lengthy and in -depth. process but
you know to me it's very very very exciting that's
probably why i why i love my job just being able
to sit down with someone and they have all these
amazing dreams and you know things they want
to accomplish let's turn that into goals turn
that into financial strategies and steps to get
you there so so that's great i love that you
start with that that's that's so great and it
must energize you as well to see like oh this
is a an interesting vision i i can see us getting
there and helping them get there are there um
commonalities among your clients uh like a certain
avatar that you're serving or yeah so look a
lot lots of lots of commonalities and i think
uh humans um we're all just great people in in
our own way if that makes sense you know and
what i mean by that it might be someone trying
to build a business but generally you're trying
to build that because they have a very core value
linked to that you know Another person might
want to be a huge care provider for their family.
So all that really depends. In terms of our avatars,
I'll tell you, our ideal client is a 40 -year
-old who has just come into some money or wants
to build some significant wealth and is tied
to their vision, to be a provider, leave some
legacy or protect loved ones. oh that's great
it's a good time of uh life to do that for sure
it is it is it is that's so neat now let's shift
to what's your vision for your business yeah
it's a very very very good question and and i
know we don't have the whole day so i'll try
i'll try to keep it short um look my my vision
for the business center centers around three
things and you know for me i actually want to
create a company where is one of the best places
to work with um walk in you know so create that
atmosphere where my team members feel valued
and i can bring out the best in them okay now
the follow -up vision for that is i know that
if i build that we would actually be one of the
best financial planning firms because with such
team members we can build something and serve
clients the best of our ability you know so second
um The second layer to that vision is being able
to provide the best financial planning and financial
advice for our clients to help them get to their
own visions, whatever that is for them. And I
think the last one is being able to be the best
I can be, reaching my full potential. previous
things in life that i have um i felt i haven't
reached my full potential and i'm like this is
the one like no i have to get this right it has
to it has to be done because i i feel it be me
getting to my full potential helps a lot of other
people you know going back to the to those other
two layers you know the one team members and
then the clients as well so i i need to be the
best i can be so for that oh that's so great
I love that you've thought that out. That's so
wonderful. And those things go so well together.
How has it been so far for you having a team?
Do you have a team now or are you anticipating?
Yeah, so we have a team now, which is amazing.
So we're about a team of five now, which is really
good. And yeah, look, our team is exciting. I'm
so into... uh personality tests and all that
i try to understand the personalities try to
ensure uh they understand mine as well and then
we can work together and work amazingly and efficiently
too together so i've really i've really enjoyed
it and and i do like working with people in general
that's a good thing because you're going to be
doing it That's wonderful. That's wonderful.
Have you invested in yourself to help yourself
become, you know, the leader that you're envisioning?
Because I don't think any of us are born that
way, just leading well and all that. But how
has that gone for you becoming that leader? Yeah,
so look, I think there's a huge... uh amount
of work i need to do and uh i say that in a in
a positive way i i i think i've learned a lot
but there's still a lot more because you know
the size we are now is peanuts compared to what
i wanted to be and you know to get to that stage
i need to develop as a human as well and uh i
think one of the things about vision and business
really ties into personal life as well okay so
you know that development flows through between
um flows through uh uh between both you know
being a very good leader um professional but
also being a good good uh leader partner you
know um father and all and all that as well so
it's a it's a never -ending journey in my opinion
and uh i use tools i use coaches i use mentors
to help me get get get there so and i said i'm
very into the personality test and all that so
do lots of those to really understand okay why
have i thought this way what can i do to make
it better how do i articulate things um better
people really understand the the vision um oh
that's great yeah one of the things that really
helped me that i did or recognize about i'll
say a year and a half years ago is uh entrepreneurs
all right people with a vision you need to actually
tell other people about that vision you know
and the lesson there for me is not keeping it
to yourself because we all need people along
the way to help us get to that vision and if
people don't know it they're not going to help
you okay yeah some of you might see that or see
and hear that vision be like oh you're crazy
and you know that's fine it means it means it
means you're you're dreaming big but other people
like hey yep victor i see your vision i want
to help you and and that's the amazing thing
Oh, that's so smart. I love that. When when entrepreneurs
are able to recognize the power of having their
vision and sharing it, because I think the most
important seat you could possibly sit in in order
to serve the people you want to serve and your
team and growing is chief visionary officer,
like sharing that vision. That's that's so cool.
I love that you've you know that you mentioned
that. Yeah. Has there been a personality test
that you have especially loved? Yeah, quite a
few. So look, I think the 16 -person IT Myers
Bridge is a good one. And why I like that, look,
it's easy, it's free, it's very social and interactive
and you can get people to do it and talk about
it and really understand that dynamics and all
that. So I do that. I get my team to do that
as well. The principles, you as well, by... uh
his name has just slipped my uh my head but um
but yeah principles you is a good one as well
so that that is actually a little bit more in
-depth tool is good as well as a free tool it
actually um tells you how you work well with
your friends um work well with your partners
family and all that so that's actually another
another good good good one that's awesome Yeah,
a few of them. Oh, yeah. Disc is good, too. Yeah,
I like that one, too. Oh, that's so great. Well,
I love what you're doing. I think that's fantastic.
Your vision for helping people, you know, articulate
and then go after their vision. That's a wonderful
thing. Yeah, yeah, definitely. And helping people
along the way. That's really neat. Yeah, yeah.
And I think. part of the reason why i really
understand my own vision is you know helping
people understand and get to their own vision
by asking them the right questions and you know
guiding them around um you know what are the
things that have happened in their lives and
what are the core values that actually help them
articulate and have that vision because it's
important for all those as well that's so great
i love it victor is really cool what you're doing
Thank you. Thank you for being here today. I'm
really happy that you tuned in to Vision Pros
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