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  1. Michael Golosovker, JD, CFP® Expanding His Value To Clients Across The U.S Carter Wilcoxson and Tim James 1:05:14

Episode – 66 Michael was born in Israel to Russian parents seeking a life free of the Soviet Union. Two years later, they came to America, and he has lived in the New England area ever since.

After college and law school, he simultaneously passed the NY and MA bar exams in 2008 and became a lawyer later that year. Michael went on to practice law for five years, working in large-scale corporate litigation, estate planning, and commercial collections.

However, he wasn’t practicing the kind of law he wanted to, and so, with the support of his wonderful wife Alison, he changed careers in 2013 to enter the world of financial services. Since then, Michael has run his own practice on the theory that if he builds relationships, gives honest and smart advice, and does what is right for his clients, he will flourish with them. It’s working so far!

Learn more about Michael Golosovker on his website: https://www.champion-strategies.com/index.html 

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.

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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.