Entries by Marketing Team

CEI article on “Be a Fearless Promoter” featured in January edition of Smart Business Magazine

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 […]

CEI Presented at the 2017 EPI Annual Summit

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.

CEI Co-Founder to Present at 2017 Celebrating Women Awards

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 […]