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.  

Andrew Nemes, a financial advisor from Novi, Michigan, shares his journey from growing up in a competitive household of CPAs to becoming a trusted advisor for physicians, entrepreneurs, and auto executives. He discusses the challenges of navigating the financial world during COVID-19 and emphasizes the importance of building strong client relationships. Explore Andrew's insights on industry trends, home workouts, and the benefits of a chemical-free lifestyle. YouTube: https://youtu.be/v-Hc97U6Fe0 Apple: https://apple.co/3z0aMRm #FinancialAdvisory #WealthManagement #ClientRelationships #Entrepreneurship #HealthAndWellness

Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients. Story Notes: 🎙️ Growing Up in a Competitive Household 🎙️ Transitioning into Financial Advisory Services 🎙️ Clientele and Specialties 🎙️ Challenges Faced During COVID-19 🎙️ Building Relationships with Clients 🎙️ Adapting to Industry Trends and Opportunities for Financial Advisors 🎙️ The Importance of Building Relationships in Financial Advisory 🎙️ Home Workouts and the Benefits of Yoga and Acupressure 🎙️ The Power of Sprouts and Chemical-Free Foods 🎙️ The Health Benefits of Infrared Saunas and Nano Silver Products Learn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/ WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 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. #FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna

Join Tim and Carter as they dive into an insightful conversation with Chris Murray, exploring the journey from stay-at-home dad to financial advisor. Discover the benefits of tax-free municipal bonds, the importance of trust and relationships, and strategies for managing stress in the financial services industry. Tune in for valuable advice and tips on balancing life, business, and wellness! YouTube: https://youtu.be/06Z_pZYNjfU Apple: https://podcasts.apple.com/us/podcast/the-benefits-of-tax-free-municipal-bonds-with-chris-murray/id1545845970?i=1000666384567 #WealthManagement #ClientRelationships #InvestmentEducation #TaxStrategy #FinancialWellness #FinancialPlanning #BondInvesting #PersonalFinance #LegacyBuilding #StressManagement #BusinessSuccess #WorkLifeBalance

In this conversation, hosts Tim and Carter welcome guest Chris Murray. They discuss various topics including golf, personal experiences, and the financial services industry. Chris Murray, shares his journey from being a stay-at-home dad to becoming a financial advisor. He emphasizes the importance of building trust and relationships with clients and educating them about their investments. The conversation also touches on the demographics of Chris's clientele and the benefits of tax-free municipal bonds. Chris Murray discusses the challenges and opportunities presented by COVID-19 in his financial advising business. He explains that while some clients moved out of state, he was still able to work with them remotely using tools like Zoom and Microsoft Teams. Murray emphasizes the importance of making an impact and leaving a legacy in his work, and he values working with clients who appreciate his approach. He also discusses the concept of success and how it is not solely measured by assets under management, but also by the number of clients who refer to him. The conversation then shifts to the topic of stress and its detrimental effects on financial advisors. Murray highlights the importance of managing stress and shares strategies such as meditation, breathwork, and exercise. The discussion concludes with a conversation about maintaining balance and coordination as one gets older, with suggestions for incorporating yoga, balancing exercises, and plyometrics into a fitness routine. Story Notes: 🎙️ Influencers Event and Retreat Experiences 🎙️ Transitioning to the Financial Services Business 🎙️ Transitioning to the Financial Services Industry 🎙️ The Importance of Authenticity and Connection 🎙️ Moving to Colorado and Back to California 🎙️ Playing Golf and Building Connections 🎙️ Chris's Financial Practice and Clientele 🎙️ Transition to the Second Part of the Conversation 🎙️ Introduction to the Second Part of the Conversation 🎙️ Building Trust and Relationships in the Financial Services Industry 🎙️ Managing Expectations and Providing a Safe Place 🎙️ The Importance of Educating Clients about Investments 🎙️ Working with Clients of Various Demographics Learn more about Chris Murray here: linkedin.com/in/chris-murraymur WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 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 #TaxFreeBonds #MunicipalBonds #FinancialAdvisor #InvestmentStrategies #ClientTrust #FinancialPlanning #WealthManagement #StressManagement #HealthyLiving #ClientRelationships #LegacyBuilding #FinancialServices

Discover how Blake Pinyan of Anchor Bay Capital is helping young professionals and pre-retirees achieve financial success. From resolving tax disputes to maximizing savings through strategic tax planning, Blake's expertise and personal journey make him a trusted guide in the financial world. YouTube: https://youtu.be/R4G-YjeFg9Y Apple Podcasts: https://apple.co/3WPb2uz #FinancialPlanning #TaxStrategies #AnchorBayCapital #FinancialSuccess #TaxPlanning #WealthManagement #AnchorBayCapital #TaxStrategies #YoungProfessionals #PreRetirees #EnrolledAgent #TaxDisputes

In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success. Story Notes: 🎙️ The Importance of Health and Self-Care 🎙️ Helping Young Professionals and Pre-Retirees with Financial Planning 🎙️ Blake Pinyon's Journey into the Financial Services Industry 🎙️ Overcoming Personal Challenges and Using Them as Motivation 🎙️ San Diego State University and Sports Achievements 🎙️ Blake Pinyon's Role at Anchor Bay Capital 🎙️ The Benefits of an Enrolled Agent (EA) Designation for Tax Services 🎙️ Resolving Tax Disputes and Saving Money through Tax Planning 🎙️ Expertise in Equity Compensation Learn more about Blake Pinyan here: https://www.linkedin.com/in/blakepinyan/ WEALTH: Not getting enough clients? Book a FREE (https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 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 #TaxPlanning #FinancialSuccess #TaxDisputes #EnrolledAgent #FinancialAdvisor #YoungProfessionals #PreRetirees #WealthManagement #InvestmentStrategies #EstatePlanning #FinancialPlanning #BlakePinyan #AnchorBayCapital #FinancialServices #MoneySavingTips #TaxAdvice