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 […]
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:
CEI’s Professional Advisory Client Team (PACT) toolkit, including the Value Creator Roadmap.
- CEI Presented at the 2017 EPI Annual SummitNovember 28, 2017 - 4:00 pm
CEI was honored to be selected as a workshop facilitator at the 2017 EPI Annual Summit for the Exit Planning Institute. In our workshop, we explored how the professional Advisor of the Future will drive value creation.
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