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.
The importance of gaining critical client insights and acting upon these findings is crucial to a more engaging and lasting relationship.
- CEI Co-Founders Featured on Rea & Associates PodcastAugust 27, 2018 - 11:07 AM
The term “trusted advisor” is thrown around a lot… but what does it actually mean? Also, what should business owners look for to determine the overall quality and effectiveness of their existing advisory relationships? We’re going to get a little introspective on today’s show. Marc Rosen and Judy Bodenhamer, founders of the Client Experience Institute […]
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