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Carter&Tim

Book a FREE 15 minute Client Acquisition Consultation with Carter, book a FREE 30 minute Health Strategy Session with Tim or one of their coaches.

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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. Carter Wilcoxson "The Advisors' Advisor" the Visionary thinker who sees the next opportunity before others do is the Architect of CSI's Advisor Partner Platform with strategies to connect advisors to new clients. For close to two decades, Carter has helped the top advisors in the country break their own production records year after year. Then he worked directly with consumers to gain the frontline perspective advisors face every day. This combined knowledge drove him to found CSI Financial Group to bring together advisors and consumers by providing mutually beneficial solutions. The result is CSI’s Advisor Partner Platform a foundational approach featuring a comprehensive collection of field-tested strategies that will change your business forever. 

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Carter Wilcoxson
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Tim James who's also the host of Health Hero Show Podcast is one of those guys that will leave you feeling younger and more energetic just by hearing him speak. His passion flows out of him like a fresh waterfall in a dry desert. He’s turning 47 but feels like he’s 18 (with more energy!) What’s his secret? After suffering from multiple health issues, including rectal bleeding, two separate skin issues, chronic acid indigestion and surgery to remove one of his organs due to serious digestive issues, Tim knew something had to change. But it was only after watching his closest ones die of cancer and the untimely death of his younger brother that he finally decided to take action. Tim’s journey led him to a shocking discovery which helped his friend beat cancer and transform every area of his life. Feeling charged with a duty to help others he started sharing his knowledge with anyone that would listen. This led him to producing his own chemical free food products. ‘Chemical Free Body’ was born. Tim’s inbox is constantly flooded with people singing and dancing about how his products have given them a life they couldn’t believe was possible. His story will have you laughing, crying and gasping but most importantly he will give you the recipe to a longer, happier and healthier life.  

Tim James
Navigating the Complexities of the Financial Industry with Lisa Malick
59:07

Navigating the Complexities of the Financial Industry with Lisa Malick

Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives. Lisa emphasized the importance of understanding clients' unique financial goals and needs, especially in the context of life transitions like retirement or the loss of a spouse. Lisa also discussed the transition to a fee-only model for her firm, highlighting the focus on eliminating conflicts of interest and providing comprehensive financial planning. The podcast touched on her personal experiences and how they influence her approach to financial advising. Story Notes: * Meet Lisa Malick * Challenges and Adversities * Comprehensive Financial Planning * Life Insurance and Planning * Transition to Fee-Only Model Learn more about Lisa Malick here: https://lighthousefinancialllc.com/ WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches
Navigating the Complexities of Financial Industry with Lisa Malick
01:00

Navigating the Complexities of Financial Industry with Lisa Malick

Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives. Lisa emphasized the importance of understanding clients' unique financial goals and needs, especially in the context of life transitions like retirement or the loss of a spouse. Lisa also discussed the transition to a fee-only model for her firm, highlighting the focus on eliminating conflicts of interest and providing comprehensive financial planning. The podcast touched on her personal experiences and how they influence her approach to financial advising. Story Notes: ๐ŸŽ™๏ธ Meet Lisa Malick ๐ŸŽ™๏ธ Challenges and Adversities ๐ŸŽ™๏ธ Comprehensive Financial Planning ๐ŸŽ™๏ธ Life Insurance and Planning ๐ŸŽ™๏ธ Transition to Fee-Only Model Learn more about Lisa Malick here: https://lighthousefinancialllc.com/ WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches
Brock Eson - Building Enterprise Value and Balancing Relationships in Financial Advisory
01:13:46

Brock Eson - Building Enterprise Value and Balancing Relationships in Financial Advisory

In this episode of the Health and Wealth podcast, your hosts, Carter and Tim, sit down with their guest, Brock Eson, who recently joined the Investors Resource team. Brock shares insights about his journey in the financial advisory world, how he transitioned from banking to independence, and the motivation behind his passion for helping people with their finances. Brock Eson, a soccer enthusiast and financial advisor, opens up about his background and what led him into the financial services industry. He talks about the fear of not understanding money, which initially drove him to learn about finance and help others navigate the complex world of personal finance. Brock shares his experience working at New England Financial and his transition into the independent advisory space. He highlights the importance of early wins in his career and the impact of mentorship. This episode provides a fascinating look at Brock Eson's journey in the financial advisory world, his commitment to building enterprise value, and his passion for helping clients achieve financial clarity. It also highlights the significance of partnerships built on mutual respect and understanding to provide comprehensive financial services to clients in a unique geographic region. Story Notes: ๐ŸŽ™๏ธ Brock's Background and Motivation ๐ŸŽ™๏ธ Navigating the Financial Services World ๐ŸŽ™๏ธ Leadership and Ego ๐ŸŽ™๏ธ Influence of Personal Experience ๐ŸŽ™๏ธ Transition to Investors Resource ๐ŸŽ™๏ธ Balancing Fee-Based and Insurance Products Learn more about Brock Eson here: https://www.invresource.com/ WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2& products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches
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