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Advisory Team Toolkit

March 14, 2017/in Resources /by CEI Team Mktg

CEI’s Professional Advisory Client Team (PACT) toolkit, including the Value Creator Roadmap.

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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 […]

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