Ep 003: Enhancing Financial Advisory through Online Presence Titelbild

Ep 003: Enhancing Financial Advisory through Online Presence

Ep 003: Enhancing Financial Advisory through Online Presence

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 Carter Wilcoxson, the founder of CSI Financial Group, has nearly two decades of experience in the financial industry, empowering advisors and bridging the gap between them and consumers. He emphasizes the importance of perception and branding, stating that advisors must appear larger than they are to compete with bigger firms. His experiences, from selling life insurance on the Navajo reservation to developing the advisor partner platform at CSI Financial Group, have shaped his perspective and approach to helping advisors improve their online presence and marketing, ultimately winning the "relationship war" and acquiring more clients. Join Erik Sussman and Carter Wilcoxson on this episode of the Revolutionary Practices for Financial Advisors podcast to learn more about Carter's approach to enhancing financial advisory through online presence. Key Takeaways - Importance of Online Presence for Advisors: In the post-COVID era, Carter emphasizes the critical need for financial advisors to have a strong online presence. This shift is driven by changing consumer behaviors and the increasing comfort of baby boomers with digital platforms. - Combining Technology with Relationship Building: While acknowledging the role of technology and AI in lead generation, Carter underscores that the financial advisory industry is fundamentally relationship-driven. Effective strategies include personal introductions, referrals, and educational workshops, especially around estate planning. - Balancing Technology and Personal Touch: Advisors face the challenge of balancing technological integration with maintaining personal relationships. Building a strong online presence requires time and effort, and staying updated with technological and industry trends is crucial. Resources Connect with Carter Wilcoxson on LinkedIn: https://www.linkedin.com/in/csifgepic/ Learn about Carter Wilcoxson: https://www.csifg.com/our-team About Our Guest For close to two decades, Carter Wilcoxson 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. About Our Company For Financial Professionals: The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives. For Consumers: The IFW provides financial education, resources, and solutions that help people live their best life. Financial Professional Services Website:  https://www.ifwretirementroadmap.com/   Consumer Website: https://www.the-ifw.com/   LinkedIn: https://www.linkedin.com/company/the-institute-of-financial-wellness/about/   YouTube: https://youtube.com/@theinstituteoffinancialwel4955?si=IdG5WhXRfHcH3qxu All contents of this show are rights of The Institute of Financial Wellness, LLC and are not to be used unless authorized by written consent. Learn more about your ad choices. Visit megaphone.fm/adchoices
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