SUCCESS STORIES

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.

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 through serving
an overlooked need

Lisa Kirchenbauer

Founder & President
Omega Wealth Management

GO
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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