CEI was selected to author a five-part series on how The Advisor of the Future will create distinction by embodying the characteristics of being a client champion, possessing cognitive flexibility, utilizing communications agility, and serving as a value creator and indispensable partner. The first article on serving as a Client Champion offers a few insights […]
About Marketing Team
This author has yet to write their bio.Meanwhile lets just say that we are proud Marketing Team contributed a whooping 28 entries.
Entries by Marketing Team
CEI was honored to be selected as a workshop facilitator at the 2017 EPI Annual Summit for the Exit Planning Institute. In our workshop, we explored how the professional Advisor of the Future will drive value creation.
On Friday, October 6, at the Marriott at Key Center, Judy Bodenhamer and Michelle Sheehan will have the opportunity to present, alongside an amazing group of women, at Celebrating Women & Inspire Awards 2017. The program entitled, “Inside Baseball-Maneuvering the Politics of Your Organization to Advance Your Career,” will be a lively and engaging session […]
Client Experience Institute™
Client Experience Institute™ is an advisory firm specializing in serving organizations who are all about delivering more value, more knowledge, and more results to their respective stakeholders. We work with like-minded professionals who are willing to think differently about how value is created, delivered and sustained.
Email: [email protected]
Address: 6100 Oak Tree Blvd., Suite 200, Cleveland, Ohio 44131