Entries by CEI Team

CEI featured in the July edition of Smart Business Network

As a featured columnist, co-founder Marc Rosen shares how client-facing professionals can unleash more meaning to the stakeholders they serve. CEI’s Relationship Capital Model incorporates five levels of value creation and this featured article spotlights the role of the Indispensable Partner. Click here to view the article.

CEI to present at AAM’s Annual Conference

Co-founder Judy Bodenhamer will be presenting to the Association of Accounting Marketing on June 14th at their annual conference in Las Vegas. This event is part of the AICPA conference that will take place during the dates of June 12-15. Judy will be speaking about the power of personal branding and to learn more about […]

CEI to present at CMBA

CEI’s co-founder, Judy Bodenhamer, will present “The Trusted Advisor 2.0: Building Client Relationships and Communicating Your Brand” at the Cleveland Metropolitan Bar Association on Tuesday, June 6, for the 2017 Hot Topics for Estate Planners Seminar. Judy is a frequent speaker at the CMBA and was invited to share her insights and experience, along with […]

CEI featured in the April and May editions of Smart Business Network

As a featured columnist for a five-part series, co-founder Marc Rosen shares how client-facing professionals can unleash more meaning to the stakeholders they serve. CEI’s Relationship Capital Model incorporates five levels of value creation and theses two articles spotlight the role of the Voice of Reason and the Trusted Advisor 2.0. To view these two […]

CEI to present at the Annual EPI Summit

Co-founders Marc Rosen and Judy Bodenhamer have been selected to present in Bonita Springs, Florida at the annual Exit Planning Institute gathering where over 200 people will gather to share best practices. The conference runs from September 11-13, 2017. Marc and Judy will be sharing their insights on the advisor of the future and will […]