Episode 22 - Miles Veth is a faith-driven entrepreneur in Connecticut, who helps businesses grow through creative marketing. As a partner of CSI Financial Group, he is passionate about helping advisors more creatively find ways to engage and serve their prospects and clients. Outside of work, he is an avid piano player and a big fan of the New York Yankees.


You can connect with Miles on his website: https://www.vethgroup.com/


WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Episode 21 - Dr. Scott Treadway, one of the top supplement formulators in the world, goes deep into reading supplements and food labels with the Health Hero Tim James. With their 51 years of combined experience in the supplement industry, Scott & Tim drop some bombshell advice on what to look out for when reading those pesky and oftentimes confusing labels. Some of what they share is so mind-blowing that you will definitely never look at a label the same again!  The information they share is critically important to anyone that is trying their best to stay healthy, perform at top levels or heal from disease. Contact Dr. Treadway on his website:  www.MetaOrganics.com 


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HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his 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.


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? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

 
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Rick White has been in the financial services industry for more than 40 years. A well-regarded author, speaker, educator, and consultant, he co-founded Retirement Wealth Academy. His company, Rick White Consulting, is a Tax & Estate Planning Design consultant to Patriot Wealth Management, Inc. in Raleigh, NC, as well as numerous business owners, professionals, and highly paid executives.


Recognized as one of the tops “Safe Money” and “Tax-Free Retirement” experts in the industry, he has helped countless individuals and their families navigate successful planning for a secure and well-deserved retirement. He believes in managing risk and that being able to keep your hard-earned money well protected is crucial to growing and maintaining your family wealth. Rick is passionate about his clients’ financial education.


Whether it’s in the classroom or online, he strives to bring the participants real-world financial truths that are designed to help them keep more of what they earn, accumulate, and acquire. He is widely recognized as a contributor to Fortune/CNN/Money.com and FoxBusiness.com. When not devoting his time to his clients, Rick enjoys spending time with his family and visiting with his children and grandchildren. 

• Retirement Advisor
• The Retirement Co-Founder of wealth Academy
• National Social Security Advisor Certificate Holder

To contact Rick White: https://www.bottomlineprotection.com/


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? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

 
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Episode 12 - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She also earlier served as an operations director for a biomedical company based in southwest Florida, which provided her with valuable hands-on experience in the corporate world. A University of Florida alumni, Ciara eventually earned her Juris Doctorate from the prestigious Ave Maria School of Law in Naples, Florida. From law school, she thereafter became licensed to practice in Florida and then in the State of Nevada. As a Nevada Bar member, Ciara can provide full implementation and legal support for clients from anywhere who choose to opt for the "pro-trust" Nevada jurisdiction when establishing their estate plans on the ITS/MLCP processing platforms. Ciara remarked that she is "excited to hold a position that allows her to work with an innovative financial and legal advisory network to help bring virtual, and affordable, estate planning to the masses.” She is "confident in the capabilities of the ITS team to assist financial service providers, in this age of digital transformation, who wish to help their clients not only meet but even exceed personal estate-planning goals and expectations."


If you would like to contact and speak with Ciara directly, you may arrange for a specific time on her digital scheduler at: https://calendly.com/ciaralister_esq.


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? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

 
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Episode 20 - Jim Crider— a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, he worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades.  While he cherished each client he served,  he came to find the clients he enjoyed most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.


He is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client he works with is that his role is to guide— to live where his clients’ lives and money intersect so they can live the life they want to live. Money is simply a tool, a resource that is there to help you live the life you want.


When he is not engaged in a conversation with people about life, priorities, and doing what is important to them, he can be found chasing around his kids, spending time with his wife, or out on an adventure.


Jim is so grateful you are joining him, and he’s excited for your journey together.


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? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

 
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Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as stock market traders. In 2016, Lisa along with her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-free Income Planning. Together, they have helped hundreds of clients develop a solid retirement plan so they, too, can establish their own Legacy!


To contact Lisa or learn more about Family Succession Planning: www.legacydlcinc.com


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? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

 
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Episode 3 - Scott Garcia, President of Premier Estate and Income Planning discusses how his entire practice has changed because of the Advisor Partner Platform. Scott also has become one of the National Advisor Partner Mentors and discusses how he works with other Advisors across the country implementing his successful strategies when it comes to growing his practice and getting more referrals than ever before.


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? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

 
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Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimer’s disease when his daughter was 2, he realized his daughter would never know her grandparents.


Then after 19 years, starting as a Financial Advisor for E.F. Hutton and finishing as a Sr. VP & Branch Manager for UBS/PaineWebber, he realized that as an industry they do a great job preserving and growing client’s valuables, but they weren’t doing anything to help preserve values.


He is often quoted for his insightful statement; "Wealth that is divorced from the wisdom that created it is too often wasted by heirs."


Following the tragedy of 9-11, he created a ‘do-it-yourself’ Family StoryKeeper Kit as a Christmas gift for clients, asking that they take some time to save something worth more than money. The response was overwhelming. Two years later he made the decision to leave the career he built and made preserving family legacies his life ambition.


He took this "legacy talk" concept to Hospice and with the help of End of Life professionals refined his interview process, and established protocols. Over the next 5 years he trained more than 5,000 Hospice volunteers with more than 800 Hospice organizations to provide this service so that families would be able to keep the memories of their departed loved ones alive in their hearts and minds.


In 2008, he co-founded the "Living Legacy Project", with a mission to capture the living history of the 20th century from those who lived it, while they are still living.


Using his vast experience in senior care, estate planning and wealth management he helped develop the groundbreaking “Legacy Talks Program", which teaches professionals how to engage in Legacy Talks in a way that generates a much higher rate of referrals, client acquisitions and retention.


You can learn more about The Living Legacy Project and how to create your own family vault to store your legacy and values by going to www.legacystories.org


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? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

 
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Episode 18 - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they need to successfully grow their businesses. With over 5 years of industry experience in varying roles, Diana has worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. She holds a B.B.A in Business Economics from Georgia State University, and is a first generation Cuban American with a commitment to empowering women in sales. In her free time, she enjoys salsa dancing, reading, spending time in nature, and practicing a healthy lifestyle.


Learn more about how Snappy Kraken, along with CSI Financial Group can help to 5X your business here: http://snappykraken.com/csi

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? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

 
 See omnystudio.com/listener for privacy information.