DisclaimerClick I Agree button, if you have read the disclaimer & agree.I Agree
  1. Ayinde Holliman, Helping Families Build A Better Future Carter Wilcoxson and Tim James 59:14

Episode 30 – Ayinde Holliman is a licensed financial service professional that lives in the Charlotte, North Carolina area. He is focused on working with families to help them better understand the financial planning process and better prepare for what is coming next. He is accomplished with a master’s in business administration and a concentration in Finance.

Ayinde is a father of 5 children, a loving husband, and a self-made businessman. Ayinde’s passion lies in assisting families to build a better and stronger financial future.

 

WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members.

HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers

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.

Most Recent Episodes
Load More Episodes
Carter Wilcoxson Podcaster

For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.

In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.

This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.

Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.