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 featured in a Five-Part Series in Smart Business NetworkJuly 5, 2018 - 5:19 PM
As a featured columnist for a five-part series, co-founders Judy Bodenhamer and Marc Rosen share how the “Advisor of the Future” will achieve distinction by adopting five key competencies. Click here to download a PDF of the entire series.
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