In the News

Focal Point Social Media Interviews CEI Co-Founder

Focal Point Social Media recently sat down with Client Experience Institute (CEI) co-founder, Marc Rosen, to discuss how an abundance mindset in business can be incorporated into establishing and nurturing greater relationship capital. A podcast will be released in February explaining CEI’s five-stage model with real world examples on ways to incorporate this relationship capital approach in their daily business life. We look forward to sharing our passion on this topic as CEI establishes a growing movement behind this type of thinking.

CMBA New Lawyer Bootcamp

On December 8, 2016, Co-Founder, Judy Bodenhamer, presents at the Cleveland Metropolitan Bar Association (CMBA) New Lawyer Bootcamp.  Her popular Marketing & PR:  Seeing Yourself Apart from the Crowd was so well received last year, that she was invited back for the 2016 Bootcamp.  The CMBA New Lawyer Bootcamp is designed to be a practical program that introduces key concepts and insights from thought leaders and industry experts.

Featured in BrightLights

The Client Experience Institute was featured in the November 2016 issue of the Galliard Family Business Advisors Institute’s monthly newsletter, BrightLights. Our article, Relationship Capital – The Currency of Abundance, highlights how we must evolve as service providers.

The importance of forging deeper and more meaningful relationships is of paramount importance if we are going to increase our relevance in serving closely-held family businesses. We must continue to find ways of delivering greater value and need a framework to reference.

We cannot wait for the client to raise the bar, it is up to each of us to collectively rise the tide so we collaborate with mindful intent, understand how we can be of greater impact and be desirous of achieving more.

The stakes continue to escalate as more and more family businesses contemplate their succession planning alternatives.

Galliard Institute’s Family Business Advisor Core Training

Co-Founders, Judy Bodenhamer and Marc Rosen, recently attended the Galliard Institute’s Family Business Advisor Core Training. Lisë Stewart, Founder and President, conducted a 2-day workshop focused on tools and support required to serve the largest business sector in the world – the Family Business. CEI recognizes that the principles shared during this training are complementary to the Client Experience Institute’s processes and methodologies, so we wanted to learn more about how professional service providers are taught about their role and required skills to serve this important business sector.

Ohio Women’s Bar Foundation, Leadership Institute

On October 14, 2016, Co-Founder Judy Bodenhamer, was invited back, for the 3rd year, to be a keynote speaker for the Ohio Women’s Bar Foundation, Leadership Institute.  The foundational topic addressed in this day-long program was understanding communications and behavioral styles and how they impact clients, colleagues and an attorney’s personal brand.  The afternoon was devoted to unconscious bias, gender and generational communication and leadership challenges.  The program is lauded as one of the most popular workshops for the OWBF’s Leadership Institute.