Taylor Ranker, of the Ranker-Hanshaw Financial Group in Harrisburg, Pa., had been running his business the same way—asking clients for referrals at every opportunity, holding as many seminars as possible and advertising in the local paper—for the past 15 years.

The advisor and his two partners were doing well: They’d amassed $150 million in assets, most of it in fee accounts, but they felt they had plateaued. That’s why three months ago they contacted CEG Worldwide.

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