Aug 7, 2024
Listen as David Cogan interviews Carter Wilcoxson, the Founder of CSI Financial Group, Laser focused on Client Acquisition, Client Retention, and Advisor Support. csifg.com
Jun 3, 2024
Empowering Minds, Transforming Finances with Paul Lim
Carter Wilcoxson https://www.csifg.com/
In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul's journey into...
May 26, 2024
Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and...
Nov 15, 2023
Brock Eson - Building Enterprise Value and Balancing Relationships in Financial Advisory with Carter Wilcoxson and Tim James
Oct 23, 2023
In this episode of the Health and Wealth podcast, hosts Carter and Tim are joined by their special guest, Cheryl Canzanella. Cheryl has a unique perspective in the financial industry, specializing in raising awareness about the opioid crisis and its impact on financial health. The opioid...
