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  1. Paul Nikolai MBA, CFP®, From Deloitte To Problem Solver Extraordinaire Carter Wilcoxson and Tim James 1:11:42

Episode 77 – The desire to solve problems has always driven Paul to succeed. This quality, coupled with his honed interest in economics and investments, has been a natural and rewarding connection to helping clients work toward their financial goals. In addition, Paul’s ability to clearly and concisely present the complex aspects of investment advice allows his clients to make more informed decisions with their money.

As a Director in Wealth Management and a Partner at Aspiriant, Paul’s approach to client service has always followed a single mantra: Treat all clients as if they were his parents. And he loves his parents. Paul has provided investment advisory and wealth management services to high-net-worth families, closely held business owners, and nonprofit organizations since 1988. Wealth is a privilege, not a right, and he takes his role in preserving that right very seriously. Paul is currently a member of Aspiriant’s Board of Directors; moreover, he’s a practice leader of Aspiriant’s Cincinnati office and served on the firm’s Management and Investment Committees. Paul has also been named one of Worth magazine’s Top 250 Wealth Advisors.

Paul, a Certified Financial Planner™ professional,  earned his bachelor’s degree in Economics and History from Miami University and his MBA from Xavier University. Paul is a member of the Investment Management Consultants Association (IMCA) and is also proud to have served as a board member and the Treasurer of Habitat for Humanity–Cincinnati.

Read more about Paul Nickolai here.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. 

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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.