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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.  

Morgan Lawrence, From Balancing In Ballet To Balancing Her Clients Retirement
01:18:16

Morgan Lawrence, From Balancing In Ballet To Balancing Her Clients Retirement

Episode 64 - Episode 64 - Morgan N. Lawrence is a Financial Advisor for Thomas Financial, LLC. Ms. Lawrence is a 2018 West Virginia University graduate, receiving a B.S. in finance and a B.S. in accounting. Morgan has been with Thomas Financial since the firm opened in 2017 and has had a variety of roles within the organization, starting as a licensed administrator and eventually working her way up to full-time advisor. Morgan is currently working towards her CFP (Certified Financial Planner) accreditation, where she hopes to continue to help past, present, and future clients plan and achieve their financial goals. The reason she became an advisor, and her personal mission as a financial professional, involves the facilitation and cultivation of financial education and planning. She believes that the stark lack of personal finance education is the reason for the alarming statistics on the screen. With education comes knowledge, and with knowledge comes change. Morgan currently resides in Morgantown, WV, where she was raised. When not working, she enjoys spending time teaching and instructing dance classes, such as ballet or jazz. Morgan is currently an active board member of the local non-profit Morgantown Dance Studio, where she herself grew up training. Apart from Thomas Financial and Morgantown Dance, Ms. Lawrence enjoys relaxing and spending time with her beloved rescue dog, Marvin Luke, a four-year-old Pitbull/Lab mix. Learn More about Morgan here: Morgan Lawrence on LinkedIn WEALTH: Not getting enough clients? GO TO: 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 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.
Danielle Taylor Woods, J.D. Bringing The Multidisciplinary Approach To A Whole New Level
56:55

Danielle Taylor Woods, J.D. Bringing The Multidisciplinary Approach To A Whole New Level

Episode 62 - Danielle has been working with advisory clients for more than 20 years. She began working in investment management in 1998 with the investment firm, Mitchell Vaught & Taylor, Inc. She also advised clients as an attorney in matters of estate and tax planning since graduating from Northern Illinois University College of Law, where she focused her coursework on estates, tax, and securities law. Danielle was instrumental in the growth of her previous firm where she wore many hats over the course of 20 years, including Director, Institutional Portfolio Manager, Senior Financial Advisor, and Chief Compliance Officer. Danielle co-founded Propel Financial Advisors in 2018. To provide comprehensive financial planning more effectively, she co-founded the CPA firm DW Agosto Tax Planning, LLC with Emily Agosto in 2016. Danielle believes that a multi-disciplinary approach is the best way to educate and serve clients whose financial needs span many disciplines. Danielle earned her Series 65 Investment Advisor Representative designation in 2001. She has been a licensed attorney in Illinois since 2002 and in Tennessee since 2008. Danielle currently serves as the Chairperson for her local anti-substance abuse coalition Be Aware Blount, which focuses on preventing substance abuse by children. Danielle is originally from Chicagoland but has called East Tennessee home since 2006. She lives with her husband and two crazy boys about 20 minutes from the beautiful Smoky Mountain National Park. She is an avid reader, gardener, and world traveler. WEALTH: Not getting enough clients? GO TO: 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 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.