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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
Meet Dr. Ben: Our New Interim Co-Host
33:01

Meet Dr. Ben: Our New Interim Co-Host

In this conversation, Carter Wilcoxson introduces Dr. Ben Shamoiel as the interim co-host of the Health and Wealth Podcast. Dr. Ben is a board-certified chiropractor with over 26 years of experience. He shares his journey of becoming a chiropractor and his passion for restoring health and wellness naturally. They discuss the importance of addressing the root cause of health issues and creating a holistic environment for healing. Dr. Ben also talks about his personal life, including his wife and two children, who have been raised with a natural and chiropractic mindset. Story Notes: 🎙️ Introducing Dr. Ben as the Interim Co-host 🎙️ Dr. Ben's Background and Journey to Becoming a Chiropractor 🎙️ Restoring Health and Wellness Naturally 🎙️ The Importance of a Holistic Environment 🎙️ Addressing the Root Cause of Health Issues 🎙️ The Role of Genetics in Health 🎙️ Creating a Naturopathic Approach to Health 🎙️ The Impact of Family on Health and Well-being 🎙️ Dr. Ben's Personal Life and Relocation Learn more about Dr. Ben Shamoiel here: https://www.thelachiropractor.com/ 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. #HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLiving
Navigating Financial Advisory in a Changing World with Andrew Nemes
54:26

Navigating Financial Advisory in a Changing World with Andrew Nemes

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
The Benefits of Tax-Free Municipal Bonds with Chris Murray
51:10

The Benefits of Tax-Free Municipal Bonds with Chris Murray

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
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