- 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 […]
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.
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