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 Speak at the Winning is Everything Conference in Las VegasFebruary 1, 2019 - 11:03 AM
January 23-25, 2019. Judy Bodenhamer and Marc Rosen were honored to be speakers at the Winning is Everything (WiE) conference. The workshop was on the Advisor of the Future. For nearly 20 years, WiE has been a venue for partners and leaders to come together, brainstorm, and inspire one another. It isn’t enough anymore for […]
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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Address: 6100 Oak Tree Blvd., Suite 200, Cleveland, Ohio 44131