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  1. Glenn Busch, CFA From All-American Athlete To All-American Portfolio Manager Carter Wilcoxson and Tim James 1:07:54

Ep 65 – Glenn graduated from the University of California at San Diego with a BS in Animal Physiology & Neuroscience and a Masters in Educational Sciences. Glenn is also a CFA® charter holder of the CFA Institute.  He serves on the firm’s investment committee and is the lead manager for the AMM Dividend Growth Strategy.  A former All-American Water Polo player at UCSD, Glenn enjoys Coaching and mentoring collegiate-level water polo players in his spare time. Find out more about Glenn Busch on LinkedIn here: https://www.linkedin.com/in/glenn-busch/ or on the company website: https://www.amminvest.com/about/ 

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.

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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.