CEI article on “Cognitive Flexibility” featured in March edition of Smart Business Magazine

As a featured columnist, co-founder Judy Bodenhamer shares how client-facing professionals can be more effective in serving internal and external stakeholders by adopting a mindset of enhanced Cognitive Flexibility. Click here to view the article.

CEI article on “Be a Fearless Promoter” featured in January edition of Smart Business Magazine

CEI was selected to author a five-part series on how The Advisor of the Future will create distinction by embodying the characteristics of being a client champion, possessing cognitive flexibility, utilizing communications agility, and serving as a value creator and indispensable partner.

The first article on serving as a Client Champion offers a few insights you can implement to develop a cadence of continuous contribution: Be a Fearless Promoter.

Podcast: Intro to Relationship Capital

Marc Rosen sat down with Focal Point Social Media to discuss how an abundance mindset in business can be incorporated into establishing and nurturing greater relationship capital. Check out the 18-minute interview: