Health and Wealth Podcast with Carter & Tim

Episode 3 - Scott Garcia, President of Premier Estate and Income Planning discusses how his entire practice has changed because of the Advisor Partner Platform. Scott also has become one of the National Advisor Partner Mentors and discusses how he works with other Advisors across the country implementing his successful strategies when it comes to growing his practice and getting more referrals than ever before.WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consul...

Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimer’s disease when his daughter was 2, he realized his daughter would never know her grandparents.Then after 19 years, starting as a Financial Advisor for E.F. Hutton and finishing as a Sr. VP & Branch Manager for UBS/PaineWebber, he realized that as an industry they do a great job preserving and growing client’s valuables, but they weren’t doing anything to help preserve va...

Episode 18 - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they need to successfully grow their businesses. With over 5 years of industry experience in varying roles, ...

Episode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After half a decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center.“With my father, I saw first-hand how you can do more good for people on a remarkable level, change their lives and help them create intergenerational wealth,” Robertson says. “That’s incredibly specia...

Episode 16 - In 2015 I started a healthcare SaaS company that was doing well, but was losing customers to competitors, wasn’t getting anywhere near the number of referrals I wanted, and felt like each time I called my software integrated partners, they had forgotten to bring me up during a large sale.After speaking with business mentors and peers, everyone kept reiterating the same strategy over and over to solve my problems. “Build better relationships!”In order to have a company that could ...

Episode 15 - As Chief Counsel for eStatePlanTM, Jennifer Surmacz works closely with advisors and their clients helping them achieve their estate planning goals. With her broad experience in Estate Planning, Probate, Contracts and Family Law, among other legal disciplines, Jennifer’s clients gain confidence and peace of mind knowing their legacy will be carried out exactly as they intend.Born into a military family that lived in several states, Jennifer believes in giving back. She serves as a...

Episode 14 - Jon Garland-Sutter has been in the financial services business for nearly 20 years. His career started as an agent in central Illinois for a national health insurance company. He spent over 10 years as a top agent and agency manager, helping mold agents to take care of their clients the best way possible. But even as a management figure, Jon always had a passion for offering the best solutions to consumers. In time, he realized that the company didn’t offer different solutions th...

Episode 13 - Ask anyone at Youtech to describe Wilbur You, and all descriptions will lead you to the same sentiment: Wilbur is a leader. Eight years ago, however, Wilbur did not have his now 75+ employees to vouch for him. At the age of 21, with a bachelor’s degree from NIU in Computer Science, Wilbur started Youtech & Associates as a one-man operation. In his parents’ basement, he made 100 cold calls a day asking people to give him the opportunity to build their websites. Fast forward fi...

Episode 12 - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She also earlier served as an operations director for a biomedical company based in southwest Florida, which provided her with valuable hands-on experienc...

Episode 11 - Otis Jacobs is a financial services executive with over a decade of sales and marketing experience. Otis specializes in building Broker-Dealers, RIAs, and Insurance Agencies from the group up. Otis brings superior marketing and sales skills together to form a marketing engine that supports sales and recruiting efforts for the organizations he’s built...