CONSULTANTS

Rich Boone

RICHARD E. BOONE

Director of Business Development

With such a wealth of knowledge, Boone has a unique perspective on and understanding of how the capital markets work, what investors really want and how financial advisors can best serve their clients. He now employs his experience to shepherd financial advisors through CEG Worldwide’s training and coaching programs so that they can build the businesses of their dreams.

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Lee Denmark

LEE DENMARK

Elite Advisor Sales Consultant

Lee Denmark brings to his role more than 15 years of exceptional innovation and creativity in sales and project management. He has a professional and calm personality, and a deep respect for clear communication, follow through and continuous improvement of the client experience.

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Lisa Schulte

LISA SCHULTE

Elite Advisor Sales Consultant

Lisa Schulte conducts many of CEG Worldwide’s Best Year Ever Consultations, on boards our new financial advisor clients, assists with database management and supports a wide range of marketing and sales operations.

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Scott Johnson

SCOTT JOHNSON

Elite Advisor Sales Consultant

Over more than 30 years in the financial services industry, Scott Johnson has helped advisors grow their practices and bring lasting value to their clients. He has a well-established reputation for integrity, professionalism, tremendous follow up and a devotion to helping advisors and their clients achieve a better way of life.

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Sid Smith

SID SMITH

Elite Advisor Sales Consultant

Sid Smith has more than 15 years of digital marketing and sales management experience in helping numerous corporations use the web to drive online visibility, generate leads and create sales growth. As the vice president of the Business Breakthroughs International web site and SEO division, he advised clients on branding, online strategy, search marketing and search engine optimization.

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