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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

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.  

Ari Rastegar, Affectionately Known As The "Oracle of Austin"
01:17:00

Ari Rastegar, Affectionately Known As The "Oracle of Austin"

Episode 29 replay - 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 slated to be on the New York Times best-selling author’s list. Over his illustrious career, Ari has dealt with big-name celebrity clients and is now set to become the fastest-growing billionaire in the industry. Working with high-net-worth individuals on creating robust real estate portfolios, his social circle features an entire sky full of stars. The professional has been sighted hanging out with Dallas Maverick player Kristaps Porzingis, and rap artist 24kGoldn, amongst other famous faces. An expert in bio optimism, he is mentored by leading wellness and self-help guru, Tony Robbins. Following a strict age-management protocol, Ari says he maintains the ‘biological age’ of a five-year-old. His strict daily regime includes taking a variety of 150 vitamins, using a bio-charger device, infrared light bed, a hyperbaric chamber, sleeping on a 67-degree mattress, all while engaging in holistic meditation practices. WEALTH: Not getting enough clients? GO TO: http://www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to http://www.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.
Connor Lowery, CFP®, CPA, CWS® Applying Biblical Principles and Wisdom For His Clients
01:06:55

Connor Lowery, CFP®, CPA, CWS® Applying Biblical Principles and Wisdom For His Clients

Episode 79 - Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust. Connor assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. He serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Ronald Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA. Before joining Ronald Blue Trust in 2014, Connor worked in the assurance division for PricewaterhouseCoopers, primarily serving the healthcare and manufacturing industries. He graduated from Samford University with a dual degree in accounting and finance. While attending Samford, he played four years of collegiate football as a Quarterback and earned the Team Award his senior year. Connor is an active member of his community, serving on the board of trustees at Christ Presbyterian Academy, donor, and finance director for Patriot Forward, Inc., chair for the Christ Presbyterian Academy Alumni Board, board member of Nations of Coaches – Middle TN, and he and his wife serve on multiple teams within their local church. Connor and his wife, Ashlee, live with their two sons and daughter in Nolensville, TN. In his spare time, Connor enjoys exercising, playing golf, coaching his kids’ teams, traveling with his wife, and, ultimately, any social event with friends. Connect with Connor Lowery here to learn more. https://www.ronblue.com/advisor/connor-lowery/ WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.  HEALTH: Low on energy or overweight? Go to www.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.
Joshua Aldus, Wealth Advisor and Navy Veteran
53:49

Joshua Aldus, Wealth Advisor and Navy Veteran

Episode 78 - Joshua Aldus is a wealth advisor in the San Diego office of Octavia Wealth Advisors. One of his great strengths is his daily commitment to improvement across every aspect of his life. Joshua practices consistent discipline to build habits that support client achievement. This includes continuously working to improve investment and planning strategies. He makes a point of studying the economy and striving to anticipate how it may affect client situations. Joshua also believes in actively supporting the Octavia team and his entire community. Before joining Octavia in 2020, Joshua spent two years working with Midwest Financial Partners and five years working as a master trainer in personal fitness. Previously, he completed three tours of duty in Iraq during his five-year career in the U.S. Navy. Joshua earned a Bachelor of Science degree in management science from the University of California, San Diego. Connect with Joshua Aldus here. On the personal side Joshua enjoys competing in triathlons and does everything he can to build the energy to meet any physical or mental challenge. Not long ago, he ran his first marathon—barefoot on a sandy beach! It was a fantastic experience that he wanted to share with others. His vision is to organize a barefoot beach marathon in San Diego to raise money to fund a local elementary school garden and mindfulness program. WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.  HEALTH: Low on energy or overweight? Go to www.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.