Check out these informational videos that were recorded during a recent Advisor of the Future workshop (click here).
Check-out CEI’s Program Portfolio… Where Smart People Come to Learn. Click Here to Download!
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:
CEI’s Professional Advisory Client Team (PACT) toolkit, including the Value Creator Roadmap.
The importance of gaining critical client insights and acting upon these findings is crucial to a more engaging and lasting relationship.
Client Experience Institute™
Client Experience Institute™ is an advisory firm specializing in serving organizations who are all about delivering more value, more knowledge, and more results to their respective stakeholders. We work with like-minded professionals who are willing to think differently about how value is created, delivered and sustained.
Email: [email protected]
Address: 6100 Oak Tree Blvd., Suite 200, Cleveland, Ohio 44131