Carter Wilcoxson عمومی
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Episode 31 - Experience & Expertise Owen specializes in working closely with individuals, families, and foundations/endowments to help them put in place better financial practices that result in achieving their short and long-term aspirations. At Greenspring, he is an integral part of the financial planning committee and leads the Baltimore chapter…
 
Episode 29 - Ayinde Holliman is a licensed financial service professional that lives in the Charlotte, North Carolina area. He is focused on working with families to help them better understand the financial planning process and better prepare for what is coming next. He is accomplished with a master’s in business administration and a concentration…
 
Episode 29 - A man of countless talents, Ari has been attached to a selection of inspiring creative projects. His movie acclaims include producing the documentary Five Years North; detailing the journey of an undocumented Guatemalan boy arriving in New York City. Additionally, this year, Ari is set to release his first book and has already been sla…
 
Episode 28 - When Tim and Carter decided to partner up and launch their podcast, they never imagined that so many different guests would want to become a part of the experience. With over 25 episodes now released, Tim and Carter discuss the reasons why this unique podcast has become so attractive for others to tell their journey. Our long-form podc…
 
Episode 27 - Nancy Addison CHC, AADP – shatters the stereotype about healthy eating. This unique and courageous nutritionist cuts through the myths and misinformation about health and nutrition. She is the nutrition/health/lifestyle/cooking subject-matter expert. Nancy is the strategic advisor for healthful tips for being and living the healthiest …
 
Episode 26 - Marlon Altoe is a proud member of the NADP and has a true passion in his life to bring solutions to the clients he serves. The National Association of Divorce Professionals (NADP) is the first to unite professionals in the legal, financial, mental health, and residential industries who serve divorcing clients. We provide access, connec…
 
Episode 5 - After beating Tiger Woods and many years on the PGA Tour, Ted Purdy accidentally stumbled into a new career around giving to those who were less fortunate. After one day Ted was hooked and now has helped thousands of families in his local community to have a higher quality of life. Check out this episode as three guys hang out and discu…
 
Episode 25 - Sean had everything until a freak accident caused a traumatic brain injury. He couldn't walk, talk, read or write and he had to relearn everything. Traditional medicine only got him so far in his recovery so he ventured into natural approaches and what he discovered made all the difference. Contact him at: www.StrokeHacker.com WEALTH: …
 
Episode 24 - As Founding Managing Partner of Nth Degree Financial Solutions, Eby, with his wife and Managing Partner Joanne Eby, offer an array of services across the broad spectrum of fiduciary and non-fiduciary products provided by financial institutions, including Trust Departments, Trust Companies, Corporate Trustees, Retirement Plan Services, …
 
Episode 23 - Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in New…
 
Episode 13 - Ask anyone at Youtech to describe Wilbur You, and all descriptions will lead you to the same sentiment: Wilbur is a leader. Eight years ago, however, Wilbur did not have his now 75+ employees to vouch for him. At the age of 21, with a bachelor’s degree from NIU in Computer Science, Wilbur started Youtech & Associates as a one-man opera…
 
Episode 22 - Miles Veth is a faith-driven entrepreneur in Connecticut, who helps businesses grow through creative marketing. As a partner of CSI Financial Group, he is passionate about helping advisors more creatively find ways to engage and serve their prospects and clients. Outside of work, he is an avid piano player and a big fan of the New York…
 
Episode 21 - Dr. Scott Treadway, one of the top supplement formulators in the world, goes deep into reading supplements and food labels with the Health Hero Tim James. With their 51 years of combined experience in the supplement industry, Scott & Tim drop some bombshell advice on what to look out for when reading those pesky and oftentimes confusin…
 
🎤IT’S OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for immediate access to this priceless information. WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Cart…
 
Rick White has been in the financial services industry for more than 40 years. A well-regarded author, speaker, educator, and consultant, he co-founded Retirement Wealth Academy. His company, Rick White Consulting, is a Tax & Estate Planning Design consultant to Patriot Wealth Management, Inc. in Raleigh, NC, as well as numerous business owners, pr…
 
Episode 12 - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She als…
 
Episode 20 - Jim Crider— a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, he worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While he cherished each client he served, he came to fin…
 
Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as stock market traders. In 2016, Lisa along with her husband David started focusing their efforts exclusively on helping individuals and fami…
 
Episode 3 - Scott Garcia, President of Premier Estate and Income Planning discusses how his entire practice has changed because of the Advisor Partner Platform. Scott also has become one of the National Advisor Partner Mentors and discusses how he works with other Advisors across the country implementing his successful strategies when it comes to g…
 
Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimer’s disease when his daughter was 2, he realized his daughter would never know her grandparents. Then after 19 years, starting as a Financial Advisor for E.F. Hutton and finishing as a Sr. VP & Branch Manager for UBS/PaineWebber, he…
 
Episode 18 - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their ad…
 
Episode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After half a decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center. “With my father, I saw first-hand how you can do more…
 
Episode 16 - In 2015 I started a healthcare SaaS company that was doing well, but was losing customers to competitors, wasn’t getting anywhere near the number of referrals I wanted, and felt like each time I called my software integrated partners, they had forgotten to bring me up during a large sale. After speaking with business mentors and peers,…
 
Episode 15 - As Chief Counsel for eStatePlanTM, Jennifer Surmacz works closely with advisors and their clients helping them achieve their estate planning goals. With her broad experience in Estate Planning, Probate, Contracts and Family Law, among other legal disciplines, Jennifer’s clients gain confidence and peace of mind knowing their legacy wil…
 
Episode 14 - Jon Garland-Sutter has been in the financial services business for nearly 20 years. His career started as an agent in central Illinois for a national health insurance company. He spent over 10 years as a top agent and agency manager, helping mold agents to take care of their clients the best way possible. But even as a management figur…
 
Episode 11 - Otis Jacobs is a financial services executive with over a decade of sales and marketing experience. Otis specializes in building Broker-Dealers, RIAs, and Insurance Agencies from the group up. Otis brings superior marketing and sales skills together to form a marketing engine that supports sales and recruiting efforts for the organizat…
 
Episode 10 - Frederick LeVasseur, J.D. graduated from Columbia Law School in New York in 2004 and earned a Bachelor of Science degree from Rutgers University in New Jersey where he graduated with High Honors in 2001. LeVasseur worked in private legal practice in the New York-New Jersey metro region for over a decade, specializing in complex civil l…
 
Episode - 7 Paul Elmendorf was a respected middle school teacher that really cared about his students. Still to this day he gets messages from students that he changed their life. Paul found himself though wanting something different for his career and after a conversation with a friend jumped into wealth management and never looked back. To contac…
 
Episode 6 - Three guys just hanging out and discussing the incredible value that WebPrez brings for all of CSI Financial Groups Advisor Partner Platform. You’ll learn what ‘neurolinguistics’ are all about and how you can leverage your already existing clients with a completely Done-For-You marketing campaign that is so cost-effective we are basical…
 
Episode 4 - Learn how the women in Carter and Tim’s lives bring more abundance to their world. Listen to how they met and what it means to have the support they give while also living their own incredible lives. WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or his team mem…
 
Episode 2 - Carter and Tim share Turn-Key Strategies for client acquisition and retention even during the pandemic where most advisors are running scared. They also chat about how to use technology to leverage your time and increase your profits. Tim wraps up the show with some key health strategies that will give you abundant health and a secret a…
 
🎤IT’S OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for immediate access to this priceless information. WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Cart…
 
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