Client Experience Institute – CX Readiness Assessment

As firms spend greater time thinking about the entire client life cycle, we wanted to share a quick ten question assessment to gauge your readiness to address the end-to-end client experience journey.

This area of emphasis is a key differentiator for all firms who are exploring value creation enhancements to their overall go-to-market strategy.

CEI Video Series including an Insights for Action Interview with an Industry Leader

Check out these informational videos that were recorded during a recent Advisor of the Future workshop (click here).

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.