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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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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 […]

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