CEI offers a portfolio of workshops and educational sessions which energize, challenge and teach professionals how to achieve more. To learn more about our program offerings, click the links below:
- Beyond the Trusted Advisor™
- The Advisor of the Future
- Business Development & Beyond
- A Brand Called You – Six Weeks Strong.
Still looking for more? Develop your business fitness, with our selection of shorter duration skill-based programs, which we call CEI WORKOUTS:
- Networking Skills that Build Relationship Assets
- Building Effective Client Teams
- Delivering the “Pitch”
- Cross Selling and Marketing the Firm
Each client has unique needs relating to how they envision their overall client experience lifecycle. This requires a keen understanding of your delivery model, specific client feedback, and insights into the culture of your organization.
We have designed a client development assessment tool which calibrates the present “as is” state. By working alongside client facing professionals, we assist in deploying the performance accelerators that lead to stronger brand recognition and more meaningful relationships.
Our team of trusted advisors assist in shaping the behaviors, tactics and approaches which lead to greater client centricity and more fruitful stakeholder relationships. We breakdown the obstacles and provide a pathway where accountability, focus and performance are king.
