WEBVTT 00:00:00.000 --> 00:00:02.080 Hey, welcome back to Vision Pros. I'm really 00:00:02.080 --> 00:00:05.320 excited to introduce you to Victor Idoko, and 00:00:05.320 --> 00:00:07.299 he's calling in from Sydney, Australia. Victor, 00:00:07.419 --> 00:00:09.220 I'm really glad to meet you. Can you introduce 00:00:09.220 --> 00:00:11.800 yourself a little bit, please? Yes, thank you, 00:00:11.800 --> 00:00:15.240 Sue. I am very excited to be here as well. I 00:00:15.240 --> 00:00:18.300 am Victor Idoko. I run a financial planning wealth 00:00:18.300 --> 00:00:23.559 management firm in Sydney and moved, been in 00:00:23.559 --> 00:00:27.500 Australia for about 17 years now. start up here 00:00:27.500 --> 00:00:29.739 there's lots of studies in finance and everything 00:00:29.739 --> 00:00:34.380 i've truly enjoyed it um so with myself as well 00:00:34.380 --> 00:00:38.640 i love chess i love reading and i love fitness 00:00:38.640 --> 00:00:42.840 so those keep me really busy uh soon to be family 00:00:42.840 --> 00:00:45.159 man i definitely want a family and you know i'll 00:00:45.159 --> 00:00:48.179 spend some time with them and uh right now we 00:00:48.179 --> 00:00:50.840 just help clients um achieve their visions and 00:00:50.840 --> 00:00:53.259 help them you know um with financial planning 00:00:53.259 --> 00:00:57.060 and and wealth management Wonderful. That's fantastic. 00:00:57.280 --> 00:00:59.679 And that dives right into our very first question 00:00:59.679 --> 00:01:01.920 that I wanted to ask you, which is, what's your 00:01:01.920 --> 00:01:04.079 vision for those clients that you're serving? 00:01:05.040 --> 00:01:08.439 Yeah, so it's a very good question and very interesting 00:01:08.439 --> 00:01:10.859 question because when we sit down with clients, 00:01:10.980 --> 00:01:12.939 that's the first thing I'm trying to understand. 00:01:13.060 --> 00:01:16.060 And, you know, what that means for different 00:01:16.060 --> 00:01:21.049 people can vary a lot. Okay. So in terms of what 00:01:21.049 --> 00:01:23.549 is my vision is actually to get them to that 00:01:23.549 --> 00:01:25.450 vision that they want for their lives. Because, 00:01:25.510 --> 00:01:27.549 you know, you can be sitting down with my twin 00:01:27.549 --> 00:01:31.650 and he can want a totally different vision to 00:01:31.650 --> 00:01:34.810 mine. So it's really been in a place where I 00:01:34.810 --> 00:01:37.310 can understand them and then help them put financial 00:01:37.310 --> 00:01:40.640 strategies to get there. because with most people's 00:01:40.640 --> 00:01:44.299 visions uh it really ties into you know finances 00:01:44.299 --> 00:01:47.159 and being able to fund that being able to you 00:01:47.159 --> 00:01:49.159 know spend time with your loved ones protect 00:01:49.159 --> 00:01:51.939 the long ones um so all those are very important 00:01:51.939 --> 00:01:55.099 so the vision is very very um different from 00:01:55.099 --> 00:01:58.079 person person all really centers around money 00:01:58.079 --> 00:02:01.359 generally For sure. And I love that, that you're 00:02:01.359 --> 00:02:03.560 actually starting with what their vision is for 00:02:03.560 --> 00:02:06.239 their future, because like you said, it can vary 00:02:06.239 --> 00:02:09.159 so tremendously from person to person. Every 00:02:09.159 --> 00:02:13.439 vision requires some sort of money. So that's 00:02:13.439 --> 00:02:15.479 great. How in -depth is that process that you 00:02:15.479 --> 00:02:18.180 go through? Yeah, so it's quite a huge process 00:02:18.180 --> 00:02:21.120 because what I found, and I'll throw out statistics 00:02:21.120 --> 00:02:26.520 that are just my guesstimates, but what I found 00:02:26.520 --> 00:02:31.319 is there are about 30 % of people that have that 00:02:31.319 --> 00:02:33.800 vision and know what it looks like. As the word 00:02:33.800 --> 00:02:35.840 says, it's vision, right? They can see what it 00:02:35.840 --> 00:02:37.360 looks like and they're like, yep, that's what 00:02:37.360 --> 00:02:40.319 I want and that's it. And the other 80%, we need 00:02:40.319 --> 00:02:42.379 to actually ask them lots of questions to shape 00:02:42.379 --> 00:02:44.780 that vision with them so they get that picture 00:02:44.780 --> 00:02:47.599 and visualize what they want. Because it doesn't 00:02:47.599 --> 00:02:52.340 come normal to most people. So for us, wealth 00:02:52.340 --> 00:02:54.379 managers, financial planners, we need to be able 00:02:54.379 --> 00:02:56.560 to ask those questions and be able to visualize 00:02:56.560 --> 00:02:58.780 it with them so we can help them get there. So 00:02:58.780 --> 00:03:01.810 it's quite a lengthy and in -depth. process but 00:03:01.810 --> 00:03:04.889 you know to me it's very very very exciting that's 00:03:04.889 --> 00:03:07.009 probably why i why i love my job just being able 00:03:07.009 --> 00:03:09.810 to sit down with someone and they have all these 00:03:09.810 --> 00:03:11.889 amazing dreams and you know things they want 00:03:11.889 --> 00:03:14.449 to accomplish let's turn that into goals turn 00:03:14.449 --> 00:03:17.449 that into financial strategies and steps to get 00:03:17.449 --> 00:03:20.110 you there so so that's great i love that you 00:03:20.110 --> 00:03:22.289 start with that that's that's so great and it 00:03:22.289 --> 00:03:25.250 must energize you as well to see like oh this 00:03:25.250 --> 00:03:28.030 is a an interesting vision i i can see us getting 00:03:28.030 --> 00:03:31.289 there and helping them get there are there um 00:03:31.289 --> 00:03:34.270 commonalities among your clients uh like a certain 00:03:34.270 --> 00:03:38.210 avatar that you're serving or yeah so look a 00:03:38.210 --> 00:03:40.870 lot lots of lots of commonalities and i think 00:03:40.870 --> 00:03:44.389 uh humans um we're all just great people in in 00:03:44.389 --> 00:03:46.770 our own way if that makes sense you know and 00:03:46.770 --> 00:03:49.069 what i mean by that it might be someone trying 00:03:49.069 --> 00:03:50.689 to build a business but generally you're trying 00:03:50.689 --> 00:03:52.849 to build that because they have a very core value 00:03:52.849 --> 00:03:55.159 linked to that you know Another person might 00:03:55.159 --> 00:03:59.680 want to be a huge care provider for their family. 00:04:00.060 --> 00:04:03.180 So all that really depends. In terms of our avatars, 00:04:03.199 --> 00:04:07.319 I'll tell you, our ideal client is a 40 -year 00:04:07.319 --> 00:04:12.080 -old who has just come into some money or wants 00:04:12.080 --> 00:04:14.939 to build some significant wealth and is tied 00:04:14.939 --> 00:04:18.220 to their vision, to be a provider, leave some 00:04:18.220 --> 00:04:21.860 legacy or protect loved ones. oh that's great 00:04:21.860 --> 00:04:24.480 it's a good time of uh life to do that for sure 00:04:24.480 --> 00:04:28.959 it is it is it is that's so neat now let's shift 00:04:28.959 --> 00:04:32.439 to what's your vision for your business yeah 00:04:32.439 --> 00:04:35.100 it's a very very very good question and and i 00:04:35.100 --> 00:04:36.660 know we don't have the whole day so i'll try 00:04:36.660 --> 00:04:41.079 i'll try to keep it short um look my my vision 00:04:41.079 --> 00:04:43.480 for the business center centers around three 00:04:43.480 --> 00:04:46.970 things and you know for me i actually want to 00:04:46.970 --> 00:04:49.370 create a company where is one of the best places 00:04:49.370 --> 00:04:52.310 to work with um walk in you know so create that 00:04:52.310 --> 00:04:54.610 atmosphere where my team members feel valued 00:04:54.610 --> 00:04:58.329 and i can bring out the best in them okay now 00:04:58.329 --> 00:05:01.430 the follow -up vision for that is i know that 00:05:01.430 --> 00:05:04.149 if i build that we would actually be one of the 00:05:04.149 --> 00:05:06.970 best financial planning firms because with such 00:05:06.970 --> 00:05:10.230 team members we can build something and serve 00:05:10.230 --> 00:05:13.230 clients the best of our ability you know so second 00:05:13.230 --> 00:05:18.959 um The second layer to that vision is being able 00:05:18.959 --> 00:05:22.240 to provide the best financial planning and financial 00:05:22.240 --> 00:05:24.939 advice for our clients to help them get to their 00:05:24.939 --> 00:05:28.879 own visions, whatever that is for them. And I 00:05:28.879 --> 00:05:33.160 think the last one is being able to be the best 00:05:33.160 --> 00:05:38.360 I can be, reaching my full potential. previous 00:05:38.360 --> 00:05:41.779 things in life that i have um i felt i haven't 00:05:41.779 --> 00:05:43.339 reached my full potential and i'm like this is 00:05:43.339 --> 00:05:45.339 the one like no i have to get this right it has 00:05:45.339 --> 00:05:50.040 to it has to be done because i i feel it be me 00:05:50.040 --> 00:05:52.519 getting to my full potential helps a lot of other 00:05:52.519 --> 00:05:55.060 people you know going back to the to those other 00:05:55.060 --> 00:05:58.480 two layers you know the one team members and 00:05:58.480 --> 00:06:00.920 then the clients as well so i i need to be the 00:06:00.920 --> 00:06:03.500 best i can be so for that oh that's so great 00:06:03.899 --> 00:06:05.939 I love that you've thought that out. That's so 00:06:05.939 --> 00:06:08.779 wonderful. And those things go so well together. 00:06:09.779 --> 00:06:12.779 How has it been so far for you having a team? 00:06:12.839 --> 00:06:15.639 Do you have a team now or are you anticipating? 00:06:16.399 --> 00:06:18.680 Yeah, so we have a team now, which is amazing. 00:06:19.220 --> 00:06:21.920 So we're about a team of five now, which is really 00:06:21.920 --> 00:06:25.459 good. And yeah, look, our team is exciting. I'm 00:06:25.459 --> 00:06:28.540 so into... uh personality tests and all that 00:06:28.540 --> 00:06:30.660 i try to understand the personalities try to 00:06:30.660 --> 00:06:33.860 ensure uh they understand mine as well and then 00:06:33.860 --> 00:06:37.519 we can work together and work amazingly and efficiently 00:06:37.519 --> 00:06:40.579 too together so i've really i've really enjoyed 00:06:40.579 --> 00:06:43.680 it and and i do like working with people in general 00:06:43.680 --> 00:06:45.980 that's a good thing because you're going to be 00:06:45.980 --> 00:06:51.779 doing it That's wonderful. That's wonderful. 00:06:51.939 --> 00:06:56.040 Have you invested in yourself to help yourself 00:06:56.040 --> 00:06:58.899 become, you know, the leader that you're envisioning? 00:06:58.899 --> 00:07:01.180 Because I don't think any of us are born that 00:07:01.180 --> 00:07:04.500 way, just leading well and all that. But how 00:07:04.500 --> 00:07:07.439 has that gone for you becoming that leader? Yeah, 00:07:07.459 --> 00:07:11.379 so look, I think there's a huge... uh amount 00:07:11.379 --> 00:07:14.980 of work i need to do and uh i say that in a in 00:07:14.980 --> 00:07:17.439 a positive way i i i think i've learned a lot 00:07:17.439 --> 00:07:19.720 but there's still a lot more because you know 00:07:19.720 --> 00:07:22.060 the size we are now is peanuts compared to what 00:07:22.060 --> 00:07:24.420 i wanted to be and you know to get to that stage 00:07:24.420 --> 00:07:28.259 i need to develop as a human as well and uh i 00:07:28.259 --> 00:07:30.600 think one of the things about vision and business 00:07:30.600 --> 00:07:33.339 really ties into personal life as well okay so 00:07:33.339 --> 00:07:35.879 you know that development flows through between 00:07:35.879 --> 00:07:39.839 um flows through uh uh between both you know 00:07:39.839 --> 00:07:42.980 being a very good leader um professional but 00:07:42.980 --> 00:07:45.920 also being a good good uh leader partner you 00:07:45.920 --> 00:07:48.779 know um father and all and all that as well so 00:07:48.779 --> 00:07:51.680 it's a it's a never -ending journey in my opinion 00:07:51.680 --> 00:07:57.050 and uh i use tools i use coaches i use mentors 00:07:57.050 --> 00:08:00.050 to help me get get get there so and i said i'm 00:08:00.050 --> 00:08:02.029 very into the personality test and all that so 00:08:02.029 --> 00:08:04.730 do lots of those to really understand okay why 00:08:04.730 --> 00:08:07.550 have i thought this way what can i do to make 00:08:07.550 --> 00:08:10.329 it better how do i articulate things um better 00:08:10.329 --> 00:08:14.310 people really understand the the vision um oh 00:08:14.310 --> 00:08:17.089 that's great yeah one of the things that really 00:08:17.089 --> 00:08:20.720 helped me that i did or recognize about i'll 00:08:20.720 --> 00:08:24.240 say a year and a half years ago is uh entrepreneurs 00:08:24.240 --> 00:08:26.360 all right people with a vision you need to actually 00:08:26.360 --> 00:08:29.180 tell other people about that vision you know 00:08:29.180 --> 00:08:32.179 and the lesson there for me is not keeping it 00:08:32.179 --> 00:08:35.100 to yourself because we all need people along 00:08:35.100 --> 00:08:37.919 the way to help us get to that vision and if 00:08:37.919 --> 00:08:39.840 people don't know it they're not going to help 00:08:39.840 --> 00:08:43.809 you okay yeah some of you might see that or see 00:08:43.809 --> 00:08:45.649 and hear that vision be like oh you're crazy 00:08:45.649 --> 00:08:47.690 and you know that's fine it means it means it 00:08:47.690 --> 00:08:49.909 means you're you're dreaming big but other people 00:08:49.909 --> 00:08:52.289 like hey yep victor i see your vision i want 00:08:52.289 --> 00:08:54.470 to help you and and that's the amazing thing 00:08:54.779 --> 00:08:57.740 Oh, that's so smart. I love that. When when entrepreneurs 00:08:57.740 --> 00:09:00.419 are able to recognize the power of having their 00:09:00.419 --> 00:09:02.759 vision and sharing it, because I think the most 00:09:02.759 --> 00:09:05.320 important seat you could possibly sit in in order 00:09:05.320 --> 00:09:07.879 to serve the people you want to serve and your 00:09:07.879 --> 00:09:11.360 team and growing is chief visionary officer, 00:09:11.519 --> 00:09:14.620 like sharing that vision. That's that's so cool. 00:09:14.720 --> 00:09:16.720 I love that you've you know that you mentioned 00:09:16.720 --> 00:09:20.399 that. Yeah. Has there been a personality test 00:09:20.399 --> 00:09:24.309 that you have especially loved? Yeah, quite a 00:09:24.309 --> 00:09:28.629 few. So look, I think the 16 -person IT Myers 00:09:28.629 --> 00:09:31.509 Bridge is a good one. And why I like that, look, 00:09:31.549 --> 00:09:39.490 it's easy, it's free, it's very social and interactive 00:09:39.490 --> 00:09:41.490 and you can get people to do it and talk about 00:09:41.490 --> 00:09:43.789 it and really understand that dynamics and all 00:09:43.789 --> 00:09:46.190 that. So I do that. I get my team to do that 00:09:46.190 --> 00:09:51.809 as well. The principles, you as well, by... uh 00:09:51.809 --> 00:09:54.809 his name has just slipped my uh my head but um 00:09:54.809 --> 00:09:56.610 but yeah principles you is a good one as well 00:09:56.610 --> 00:09:59.289 so that that is actually a little bit more in 00:09:59.289 --> 00:10:03.009 -depth tool is good as well as a free tool it 00:10:03.009 --> 00:10:05.929 actually um tells you how you work well with 00:10:05.929 --> 00:10:10.330 your friends um work well with your partners 00:10:10.330 --> 00:10:12.370 family and all that so that's actually another 00:10:12.370 --> 00:10:17.500 another good good good one that's awesome Yeah, 00:10:17.679 --> 00:10:20.179 a few of them. Oh, yeah. Disc is good, too. Yeah, 00:10:20.220 --> 00:10:22.399 I like that one, too. Oh, that's so great. Well, 00:10:22.460 --> 00:10:24.179 I love what you're doing. I think that's fantastic. 00:10:24.379 --> 00:10:28.279 Your vision for helping people, you know, articulate 00:10:28.279 --> 00:10:32.559 and then go after their vision. That's a wonderful 00:10:32.559 --> 00:10:35.360 thing. Yeah, yeah, definitely. And helping people 00:10:35.360 --> 00:10:38.620 along the way. That's really neat. Yeah, yeah. 00:10:38.659 --> 00:10:41.100 And I think. part of the reason why i really 00:10:41.100 --> 00:10:43.120 understand my own vision is you know helping 00:10:43.120 --> 00:10:45.919 people understand and get to their own vision 00:10:45.919 --> 00:10:48.440 by asking them the right questions and you know 00:10:48.440 --> 00:10:52.440 guiding them around um you know what are the 00:10:52.440 --> 00:10:53.940 things that have happened in their lives and 00:10:53.940 --> 00:10:55.799 what are the core values that actually help them 00:10:55.799 --> 00:10:58.360 articulate and have that vision because it's 00:10:58.360 --> 00:11:01.340 important for all those as well that's so great 00:11:01.340 --> 00:11:03.860 i love it victor is really cool what you're doing 00:11:04.809 --> 00:11:07.809 Thank you. Thank you for being here today. I'm 00:11:07.809 --> 00:11:09.529 really happy that you tuned in to Vision Pros 00:11:09.529 --> 00:11:12.509 Live. I'm looking forward to seeing your reactions 00:11:12.509 --> 00:11:15.149 as these episodes continue to move forward. This 00:11:15.149 --> 00:11:17.029 is going to get more and more fun. We'll have 00:11:17.029 --> 00:11:18.850 more and more engagement as well. We'll invite 00:11:18.850 --> 00:11:21.250 people to participate in the show. And thank 00:11:21.250 --> 00:11:23.210 you for giving us your time and attention. Have 00:11:23.210 --> 00:11:25.870 an excellent time building out your vision and 00:11:25.870 --> 00:11:26.990 becoming a vision pro yourself.