Welcome
- About Us
Services
Knowledge Center
Events
Contact
Menu

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.

Share this entry

https://clientei.com/wp-content/uploads/2017/03/CEI_PACT_0317_r2-1-opt.jpg 3300 2550 CEI Team Mktg https://clientei.com/wp-content/uploads/2017/02/CEI-LOGO-4.png CEI Team Mktg2017-03-14 22:47:152017-07-12 19:50:59Advisory Team Toolkit

News

View all news items

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.

Contact us

Email: [email protected]
Phone: 888.758.8234
Address: 6100 Oak Tree Blvd., Suite 200, Cleveland, Ohio 44131

© Copyright - Client Experience Institute™ | All Rights Reserved

Contact Us
Copyright Notice
Privacy Policy
Terms of Use

Legal Marketing Association and CEI to hold joint workshop

CEI featured in March Edition of Smart Business Network

Scroll to top