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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 Financial Services Arena with Jeff Kothe
01:00

Navigating the Financial Services Arena with Jeff Kothe

🎙️ Join hosts Carter Wilcoxson and Tim James as they dive into an inspiring conversation with Jeff Kothe on this captivating episode of The Health and Wealth podcast. 🌟 In this episode, Jeff shares his remarkable journey in the financial services and marketing arena, starting from his humble beginnings during a challenging job market. From insurance to Medicare supplements, life insurance, and annuities, Jeff's career trajectory has been nothing short of impressive. 📈 But it doesn't stop there. Tune in to discover Jeff's shift towards helping others in the industry and the incredible success stories of agents he has guided in improving their sales techniques. 🌟 Are you hungry for success? Looking to expand your client base? Don't miss out on the opportunity to book a FREE 15-minute Client Acquisition Consultation with CEO Carter Wilcoxson to supercharge your growth. https://www.epicservicescompany.com/.../cwilcoxson-epic-ceo 📈 If you're ready to take charge of your health, combat fatigue, or shed those extra pounds, head over to https://chemicalfreebody.com/enrichers Grab the GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his dedicated coaches. Your well-being is just a click away. 💪 For more incredible insights and to learn more about the exceptional Jeff Kothe, visit his website at https://kotheenterprises.com/ 🌐 #HealthAndWealthPodcast #FinancialServices #Marketing #InsuranceIndustry #SuccessStories #TaxFreeRetirement #Empowerment #BusinessGrowth #Wellness #ClientAcquisition #HealthStrategies #JeffKothe #TuneInNowhttps://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo
Health And Wealth Podcast 002
01:11:41

Health And Wealth Podcast 002

In this episode of The Health and Wealth podcast, hosts Carter Wilcoxson and Tim James sit down with their guest, Jeff Kothe, to delve into his journey in the financial services and marketing arena. Jeff shares how his career in insurance began during a challenging job market and his subsequent foray into Medicare supplements, life insurance, and annuities. He also discusses the motivation behind his shift towards helping others in the industry and shares success stories of assisting agents in improving their sales techniques. The conversation highlights the importance of suitability in the insurance industry and the challenges that can arise even when following the rules. Jeff also explains his role as a marketer for CSI Financial Group and his focus on creating a program to align agents with business owners seeking tax-free retirement options. About Our Guest : Jeff Kothe started his professional career in 1985. He is a graduate of the University of Illinois- Urbana/Champaign with a Bachelor’s Degree in Psychology and a minor in Math and Sciences. Mr. Kothe prides himself on being well informed and is regularly enrolled in continuing education to stay on top of current laws and trends. Jeff is seen as an asset to business owners because he has seen success as a business owner and is able to pass that experience on to those he works with to help them grow their business and help more people. Story Notes: * Jeff's Journey in Financial Services and Marketing * Transition to a New Role * Creating a Program for Success Learn more about Jeff Kothe here: https://kotheenterprises.com/ WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
VP Brion Crum - Encouraging Investment in Economically Disadvantaged Areas
00:52

VP Brion Crum - Encouraging Investment in Economically Disadvantaged Areas

🎙️ Join Carter and Tim on the latest episode of the Health and Wealth podcast as they sit down with Brion Crum, the VP of Wealth Development at Caliber Funds. 🏦💼 Discover Brion's captivating journey in the financial services industry, from growing up on an Ohio farm to witnessing his father's entrepreneurial spirit, which ignited his passion for business ownership and real estate investment. Tune in as he shares how these experiences led him to his current role at Caliber Funds and Caliber Companies. 🌟 Don't miss out on this eye-opening conversation about wealth development and real estate investing with Brion Crum on the Health and Wealth podcast! 🎧 🔗 To learn more about Brion Crum and Caliber Funds, visit: https://caliberfunds.co/brion-crum/ 💰 Need help attracting more clients? Book a FREE 15-minute Client Acquisition Consultation with CEO Carter Wilcoxson and take your business to the next level. Link: https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo 🌿 Looking to enhance your health and vitality? Head over to https://chemicalfreebody.com/enrichers to grab the GREEN 85 Juice Formula or schedule a FREE 30-minute Health Strategy Session with Tim or one of his expert coaches. Boost your well-being today! #HealthAndWealthPodcast #WealthDevelopment #RealEstateInvesting #FinancialServices #CaliberFunds #BrionCrum #OpportunitiesZoneFund #InvestmentOpportunities #Entrepreneurship #BusinessOwnership #ClientAcquisition #HealthStrategy #EnergyBoost #Green85JuiceFormula #ChemicalFreeLiving #FinancialAdvice #WealthCreation #PodcastDiscussion
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