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.
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!
- CEI to Present at Two Prominent National ConferencesMay 15, 2019 - 11:04 AM
Co-founders Judy Bodenhamer and Marc Rosen will be presenting to a national audience of firms affiliated with Allinial Global and Leading Edge Alliance during the months of May and June. The topics being shared with the attendees include: How to create an end-to-end client experience Succession Planning relating to both partners and core accounts Adopting […]
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