Co-founders Marc Rosen and Judy Bodenhamer have been selected to present in Bonita Springs, Florida at the annual Exit Planning Institute gathering where over 200 people will gather to share best practices. The conference runs from September 11-13, 2017. Marc and Judy will be sharing their insights on the advisor of the future and will be conducting a full-day workshop on “Moving Beyond the Trusted Advisor”. To learn more, please click on the link – ExitPlanningConference.com.
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.
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