CEI Programs

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Check-out CEI’s Program Portfolio… Where Smart People Come to Learn. Click Here to Download!

Webinar: Relationship Selling

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Professional service providers are being challenged like never before to distinguish themselves. Whether working directly with a business owner, advising a board or serving on a cross-functional team, the need to develop greater relationship currency and trust is tantamount to sustained success.

Technical and functional expertise is the foundation for effective performance; however, a growing body of evidence reveals that both client and other trusted adviser engagement is what truly advances & sustains relationships.

Marc Rosen & Judy Bodenhamer, Co-founders of the Client Experience Institute, presented the following webinar to members of the Exit Planning Institute in March of 2017:

Advisory Team Toolkit

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CEI’s Professional Advisory Client Team (PACT) toolkit, including the Value Creator Roadmap.

Client Interview Assessment

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The importance of gaining critical client insights and acting upon these findings is crucial to a more engaging and lasting relationship.

Webinar: Moving Beyond the Trusted Advisor

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From Success to Significance

Professional service providers are being challenged like never before to distinguish themselves. Whether working directly with a business owner, key stakeholder, or serving on a cross-functional team of experts, the need to develop greater relationship currency and trust is tantamount to sustained success.

Technical and functional expertise is the foundation for effective performance; however, a growing body of evidence reveals that both client and other trusted adviser engagement is what truly advances and sustains relationships.

Topics:

  • What is Relationship Capital and why is it so critical for sustained success?
  • Distinguish the key differences between client service and client engagement
  • Understand how to deploy the different value creation levers for increased relevancy

Learning Outcomes:

  • Adopt a different mindset for developing more meaningful client relationships
  • Better effect outcomes with internal and external stakeholders
  • Influence firm-wide culture regarding client engagement strategies and approaches

Marc Rosen & Judy Bodenhamer, Client Experience Institute, presented the following webinar to members of the Galliard Family Business Advisor Institute in early 2017: