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.

Delivering a superior client experience

Mitchell Kraus

Wealth Manager

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From investments to wealth management

Darrick Hutchens

Wealth Manager

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Helping his firm by helping COIs

Nathan Krampe

Wealth Manager

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Comprehensive and advanced wealth management

Rob Shelton

Wealth Manager

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Helping entrepreneurs and families connect

John Calvert

Wealth Manager

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Building a simple, elegant wealth management practice

Stephen Davis

Wealth Manager

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Delivering the next level of client service

Keven Prather

Wealth Manager

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Building Rock-Solid Relationships with COIs

Elaine Manley

Wealth Manager

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A roadmap to success

Tom Hulick

Wealth Manager

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Building a Life of Significance—For His Clients and Himself

Frank Astorino

Wealth Manager

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The Power of a Niche Focus

Jason Glisczynski

Wealth Manager

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Skate to where the puck is going

Terry Cook

Wealth Manager

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AI-Driven Efficiency and Effectiveness

Dave Elder

Wealth Manager

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A Three-Pronged Strategy For Success

Homer Smith

Wealth Manager

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Bringing Real Value to Clients’ Lives

Matt Schafer

Wealth Manager

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The Go-To Financial Advisor in His Niche

Jesse Abercrombie

Wealth Manager

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Turning Goals Into Reality

Austin Collins

Wealth Manager

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Transitioning to wealth management success

Mike Pazera

Wealth Manager

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Building relationships that build an elite
advisory business

Randy Miller

Wealth Manager

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Delivering Exceptional Value to Ideal Clients

Ron Munman

Wealth Manager

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Climbing the hierarchy of success
from surviving to thriving

Taylor Ranker

CEO & Personal CFO
Questmont Strategic Wealth Advisors

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Success through serving
an overlooked need

Lisa Kirchenbauer

Lisa Kirchenbauer
Omega Wealth Management

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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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A year’s worth of clients
in a single quarter

Steven E. Tenney

Founding Partner and CEO,
Great Diamond Partners

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Building deep relationships and making a
real difference

Timothy J. McNeely

Professional CEO, The LifeStone Companies

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Creating opportunities through centers of influence

Marvin T. Ellis

Partner/Financial Advisor
Morrison, Nordmann & Associates

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WHAT ADVISORS ARE SAYING

When you ask financial advisors about their experience with CEG Worldwide’s coaching programs, you’ll hear many different stories. But one theme stands out: results. Not only increased income and assets under management, but results that can be truly life-changing, not just for advisors, but for their clients, team members, strategic partners and loved ones and that’s what we consider financial advisor success.