CEI Programs

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

Webinar: Relationship Selling

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

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

Client Interview Assessment

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

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: