Influential Entrepreneurs with Mike Saunders, MBA - Interview with Christopher Dixon Co-Founder of Oxford Advisory Group

Episode Date: September 24, 2026

Christopher Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax efficient strategies for retirees and advanced tax planning.Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy.He is a Registered Financial Consultant focused on helping retirees develop tax efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street.Christopher is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security.Christopher regularly trains other advisors from around the country on tax strategies for retirees.He is co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq and US News.Chris sits on the board of the Advent Health Foundation.Learn More: https://oxfordadvisorygroup.com/This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christopher-dixon-co-founder-of-oxford-advisory-group

Welcome to influential entrepreneurs, bringing you interviews with elite business leaders and experts, sharing tips and strategies for elevating your business to the next level. Here's your host, Mike Saunders. Hello and welcome to this episode of Influential Entrepreneurs. This is Mike Saunders, the authority positioning coach. Today we have with us Christopher Dixon, who's co-founder of Oxford Advisory Group. Christopher, welcome to the program. Glad to be here. Thank you so much.

Hey, so I know you are a mover in the shaker in the financial services industry. We want to hear all about how you do it, why you do it, and who you work with. So give us a little bit of your background and story. How did you get into the industry to start with? Yeah, well, I'll tell you, I didn't want to be a financial advisor or have a wealth management firm. Well, there's that. Yeah, but the longest time I thought I wanted to be an attorney, right? Then I got ready for the LSAT and I asked a bunch of friends, hey, what do you do enjoy what

you do. There's like a resounding no. I was like, oh, man, maybe I need to rethink this. And then I looked back on my time in college and I did decent in the finance, not algebra, all right, but the finance, the stocks and the bonds I did really well at. So I said, is there a way to like a doctor take care of people? I don't want to go to med school. A good attorney can take care of people. Is there a way to deal with wealth management? And I figured there was. Now, starting it was pretty tough because, look, me and my brother, we started it and we both lived in trailers, right? We lived on the same piece of property. We would go down to McDonald's to do our first financial plans because they had Wi-Fi. And we couldn't even have

forward that, right? So that's kind of how we started and we snowballed. Look, it was tough, right? Anyone that says starting a business is easier. If it looks clamorous, they're seeing the end result. It's excruciatingly tough. You know, let's pause on that for a second because we could probably take about 45 minutes on that one point right there. You know what I'm saying? Oh, yeah. Too many times, how about this?

You're not old enough to have kids my age, but my kids are 22 to 28. And they have a little bit of this where it's like, oh, I see what mom and dad has. And I want that, but I can't afford that. Well, mom and dad have worked 30 years for that. And to your point, some people have seen financial advisors run this big shop. And it's all the clits and all the things. But you know, it's kind of like the Instagram snapshot. It's like you see that for one little glimpse, but you don't see the hard work and the trials and the tribulations that took to get to that point.

What are some of the things that you would point to to go, you know what? Resilience or consistency. What are some of the things that you would say are those traits that? someone starting off growing their firm. Even maybe they're working as an advisor underneath the umbrella of a company, but really you're building the brand of you. What are some of the things that someone needs to keep in mind

to really keep that persistence going? You know, if you're wanting to build, there's a couple of things I would say you've got to keep it in mind. One, you have to have a long-term perspective. When I say long-term, I mean, at least like 10 years, okay? Because you may not see a payoff for the first half a decade. And so then there comes the second part, is the grit. Do you have the grit or not? Really, do you have the ability when all the

adversity hits, all the challenges, do you crumble or do you rise? Because that, I think that's the main difference here between successful entrepreneurs and those that are maybe not, is dealing with the pressure. Can you deal with the pressure? Look, not everybody can. Not everybody's supposed to either, right? But can you deal with the pressure consistently and keep charging on even when things look bleak? You know, that is the sign of a real entrepreneur, I would say. You know, and it's kind of like we're motivated personally to be drawn towards something. I don't think that anybody really likes to be pushed and prodded, right? So if you have that end goal, that why, it should draw you toward that so that when you have that tougher time and you persevere

through, you're really not looking at that thing one step ahead. You're looking at down the road. Hey, look, I got to get through this thing to get down to where I want to be. And what I want to, you know, achieve is, and you've got to have that picture painted. So how do you, I know that many times, you know, guys love analogies, but I've heard this before. You know, you think about these headwinds that come upon us. Well, if it wasn't for a headwin, a strong headwind, a plane would never take off. Right. So sometimes we've got to have that headwind to make it stronger, right? The only way to grow, just like lifting weights is through adversity, putting, you know, that pressure. It's can you deal with the, and then you got to be consistent, like you mentioned earlier,

you have to be consistent day in, day out. And it's a grind. Look, you're going to work actually more than the people that you employ. You know, my clock doesn't stop, right? My wife knows that. My kids know that. It doesn't stop. Now, I do a decent job now of, you know, making sure I have family time.

in that's paramount. But also, look, if you're going to be an entrepreneur, you got to realize that, you know, do you enjoy managing people, right? Because that's the other main thing is you have so many different personalities all in one spot. And they all need to be dealt with slightly different. And you have to be good with people. And it has to actually be a passion to see these people grow. Yeah. You know, you built this company like what you mentioned from the trailer and from the the tougher times to be an ink 5,000 company. You won Orlando Man of the Year, bestselling author. You train other advisors and you teach seminars.

And you run TV and radio shows. Why is such a strong foundation on teaching others? Why not just keep all the secrets to yourself and grow, grow, grow? Yeah, you know, I just think that's boring. Just keep it into myself. And it's all about me. To me, that's just boring. You know, it goes back to your why.

What is your why? my why is at the end of the day to empower people motivate empower i want to see their lives change i want to see their lives get better and if i can be instrumental in that then that's what gives me fulfillment right we have to figure out what what gives us that fulfillment and it look end of the day you're buying cars and you're buying homes and you know end of the day that stuff is actually boring and it's hollow and so it's but but you know you know you're managing 50 people, 50 plus people and knowing that they can build a life because they have opportunity of employment with me. That's what I get up in the morning for.

You know, it's similar to how when you, I'm sure when you work with a client to go, hey, let's help you grind and save and strive and grow your money to get to retirement. And then let's put some guardrails around it to get through retirement. But then that next phase is what you just mention is what a lot of people don't think about the the giving back the legacy so in a as a business you can strive and grind to grow a business and they get better better better and scale but at some point you need to go you know what I'm polishing every day but at the same time I'm now ready to give back and help someone else whether it's in my firm or externally another because from that law of abundance that we that we should have you know there's a lot of there's

plenty to go around talk a little bit about kind of how you I hear tell that you don't just have goals of, let me make X number of dollars. Maybe it's like, hey, I want to give the X number of dollars, which means if I want to give X number of dollars, that means I got to make even more so I can give it. But where does that give back community focus come from? You know, I think it comes from my internal standard. And this is what I also tell my team and my kids is at the end of the day, success is your duty. success is your duty if god has blessed you with certain talents and gifts and skills it's not just for you

success is your duty we have to be successful so the one we can take care of ourselves and then once you have yourself taken care of then you can take care of other people and give back and so success is our duty that's what i preach uh every monday in our trainings and um look i'm not thinking about me anymore I'm thinking about setting up my grandkids, right? That's where my mind goes to now. That's the phase I'm in now. It's even past my kids. It's my grandkids and even great grandkids.

That's what I'm trying to set up. That's huge. You know, and I think that if we can, you know, you hear the saying, you shoot for the moon, and if you don't get it, you'll at least get a star. Well, when you are thinking down generationally, like what you just mentioned, guess who's going to benefit? The people right around you, your employees, your clients, you know,

And I think that's a huge thing. And I'm confident that, you know, you could probably list story after story of how you are building into the lives of your employees. Because if we say to our employees, we need to serve our clients well. But they're thinking, but I'm not getting served well. It's not congruent. So I think that you've got to have that congruency in there. The first thing you got to do is give your employees the respect, right? And then when you respect your employees and they respect you back, they're naturally going to, you know, respect and give good service to your clients.

That's what's going to happen. Yeah, exactly. You know, have you ever read that book, Giftology? I have not. It's a good one. It's amazing. The late John Rulin wrote a spectacular book, built a company all around it, but it's talking about how to strategically give to your network. But I remember when I interviewed him, one of the first things he said was, listen, we can talk about giving to all of these strategic alliances and centers of influencing clients and all of that.

But we start first with giving to our internal employees because if they don't feel appreciated, we can't do what we do. So that's exactly what you just said. Well, Christopher, this has just been super, super to hear a little bit of your story and background. If someone is interested in learning a little bit more about what you do in financial services and in the community, what's the best way that they can do that? Yeah, you know, like I said, we are open to education. So that's for clients, other advisors, people trying to grow their wealth management firm or an entrepreneur in general. You know, look, we're an open book. So we do have a number on our website, oxford advisory group.com. That's oxford advisory group.com. If anybody ever wants to call in there, you know,

and say, hey, I want to learn a bit more. Me or someone on my team will reach out and at least provide some initial help. Perfect. Thank you so much for coming on. It's a great pleasure chatting with you. Thank you. Thanks, Mike. You've been listening to Influential Entrepreneurs with Mike Saunders. To learn more about the resources mentioned on today's show or listen to past episodes, visit www.com.