SUCCESS STORIES

Unlock the secrets to financial advisor success with CEG Worldwide’s coaching programs. Learn from compelling stories of advisors who achieved remarkable results, transforming their lives and the lives of their clients.

Link to: Tom Hulick Success Story

A Roadmap to Success

 

Tom Hulick

Wealth Manager

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Link to: Frank Astorino Success Story

Building a Life of Significance—For His Clients and Himself

 

Frank Astorino

Frank Astorino

Wealth Manager

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Link to: Jason Glisczynski Success Story

The Power of a Niche Focus

 

Jason Glisczynski

Wealth Manager

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Link to: Terry Cook Success Story

Skate to where the puck is going

 

Terry Cook

Wealth Manager

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Link to: Dave Elder Success Story

AI-Driven Efficiency and Effectiveness

 

Dave Elder

Wealth Manager

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Link to: Homer Smith Success Story

A Three-Pronged Strategy For Success

 

Homer Smith

Wealth Manager

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Link to: Matt Schafer Success Story

Bringing Real Value to Clients’ Lives

 

Matt Schafer

Wealth Manager

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Link to: Jesse Abercrombie

The Go-To Financial Advisor in His Niche

 

Jesse Abercrombie

Wealth Manager

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Link to: Austin Collins Success Story

Turning Goals Into Reality

 

Austin Collins

Wealth Manager

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Link to: Mike Pazera Success Story

Transitioning to wealth management success

 

Mike Pazera

Wealth Manager

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Link to: Randy Miller Success Story

Building relationships that build an elite advisory business

 

Randy Miller

Wealth Manager

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Link to: Ron Munman Success Story

Delivering Exceptional Value to Ideal Clients

 

Ron Munman

Wealth Manager

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Link to: Taylor Ranker

Climbing the hierarchy of success
from surviving to thriving

 

Taylor Ranker

CEO & Personal CFO
Questmont Strategic Wealth Advisors

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Link to: Lisa Kirchenbauer Success Story

Success through serving
an overlooked need

Lisa Kirchenbauer

Founder & President
Omega Wealth Management

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Link to: Matt Nordmann

Using the VFO approach
has created a true win-win for his
clients, his Family and his team

Matt Nordmann

Partner/Financial Advisor
Morrison, Nordmann & Associates

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Link to: Steven E. Tenney

A year’s worth of clients
in a single quarter

 

Steven E. Tenney

Founding Partner and CEO,
Great Diamond Partners

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Link to: Timothy J. McNeely

Building deep relationships and making a real difference

 

Timothy J. McNeely

Professional CEO, The LifeStone Companies

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Link to: Marvin T. Ellis

Creating opportunities through centers of influence

 

Marvin T. Ellis

Wealth Manager,
Wasatch Wealth

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