In the News

CEI to Present at Two Prominent National Conferences

Co-founders Judy Bodenhamer and Marc Rosen will be presenting to a national audience of firms affiliated with Allinial Global and Leading Edge Alliance during the months of May and June.

The topics being shared with the attendees include:

  • How to create an end-to-end client experience
  • Succession Planning relating to both partners and core accounts
  • Adopting a more intentional advisory mindset

CEI Co-Founders Speak at the Winning is Everything Conference in Las Vegas

January 23-25, 2019.  Judy Bodenhamer and Marc Rosen were honored to be speakers at the Winning is Everything (WiE) conference. The workshop was on the Advisor of the Future.  For nearly 20 years, WiE has been a venue for partners and leaders to come together, brainstorm, and inspire one another. It isn’t enough anymore for accounting firms to simply provide compliance services. Clients expect more strategy, more advice, more trusted advisorship.

CEI Co-Founders Featured on Rea & Associates Podcast

The term “trusted advisor” is thrown around a lot… but what does it actually mean? Also, what should business owners look for to determine the overall quality and effectiveness of their existing advisory relationships?

We’re going to get a little introspective on today’s show. Marc Rosen and Judy Bodenhamer, founders of the Client Experience Institute in Cleveland, Ohio, will talk about the advisors of the future and how professionals can leverage their existing network to move their relationships “beyond success to significance.”

CEI featured in a Five-Part Series in Smart Business Network

As a featured columnist for a five-part series, co-founders Judy Bodenhamer and Marc Rosen share how the “Advisor of the Future” will achieve distinction by adopting five key competencies.
Click here to download a PDF of the entire series.

CEI Goes on Tour for the Legal Marketing Association

In partnership with the Legal Marketing Association, CEI was selected by three Midwestern chapters to present an interactive session on how the “Advisor of the Future” will evolve by 2020.

The workshop incorporated gamification to determine which distinctive competencies of the future are most relevant.