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Making Pivotal Change with Carter Wilcoxson
There are two kinds of “pivots” in business. Most pivots involve companies changing their business models or plans to tackle new opportunities for meet market change. The more rare pivots are those businesses who seek to change the fundamental industry they are in, leapfrogging competition and altering consumer expectation itself.
My guest on Making Pivotal Change is Carter Wilcoxson, Founder and CEO of CSI Financial Group. Carter has set out to fundamentally change the dynamic in the financial planning industry through a laser focus and proprietary technology that simplifies the process to put consumers more in charge of their financial and estate planning.
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By thetractionhubThere are two kinds of “pivots” in business. Most pivots involve companies changing their business models or plans to tackle new opportunities for meet market change. The more rare pivots are those businesses who seek to change the fundamental industry they are in, leapfrogging competition and altering consumer expectation itself.
My guest on Making Pivotal Change is Carter Wilcoxson, Founder and CEO of CSI Financial Group. Carter has set out to fundamentally change the dynamic in the financial planning industry through a laser focus and proprietary technology that simplifies the process to put consumers more in charge of their financial and estate planning.