Carter Wilcoxson, Founder & CEO, CSI Financial Group, A DotCom Magazine Exclusive Interview
About Carter Wilcoxson and CSI Financial Group:
At CSI Financial Group, our clients are Independent Financial Advisors and Insurance Agents. We take a forensic analysis approach of our Advisor Partners clients’ retirement goals and objectives. Our job is to provide sales strategies, solutions and support to help every advisor create professional contrast and to elevate the client experience.
We work for YOU, the trusted advisor, and hold no allegiance to any one carrier on our platform. Product is NOT the unmet need in our industry so we created a proprietary process to solve the client acquisition initiatives that our current and Prospective Advisor Partners desire. Here at CSI Financial Group, you will get the time, attention, and service that is all too often missing in our industry. CSI Financial Group has a common goal to streamline the process as quickly and efficiently as possible. You can rest assured that when you become an Advisor Partner with CSI Financial Group, NO ONE will work harder for you before, during or after the sales process.
Are you are an Advisor looking to increase your production? Do you feel like you’re falling behind the competition? Do you feel like you’ve reached a plateau in your practice? The Advisor Partners that have already teamed with us find out just what collaboration and support really mean. The team we have assembled has a combined 250+ Years of experience in all the disciplines that you will now have access to when you join our Advisor Partner Platform. Learn More Here: https://vimeo.com/279381476
Call us at 888.316.6040 and, very quickly, you’ll be able to see the potential results for yourself.
Specialties: Dealing with independent Advisors, our specialties include fixed-income assets including Bond and CD Alternatives, eState Planning, Income Planning, Tax Mitigation, Cash Flow Analysis, Charitable Fundraising, 401k rollovers, and FIA's. I’m also one heck of a golf coach.