Our pledge is to advance the mindset of professionals and equip them with the acumen, tools and techniques to become the advisor of the future.
CEI’s curriculum has been designed to accommodate the diverse needs of our clientele. Our focus spans the life-cycle of the client journey with an emphasis on value creation.
CEI offers a portfolio of virtual and on-site programs and workshops which energize, challenge and teach professionals how to achieve more:
Advisor of The Future Certification and
Beyond the Trusted Advisor™
Are for client-facing professionals who want to take their practice to an entirely different level.
Provides you with the path to help you stay focused on activities that will keep you ahead of the competition, so you can win the business you deserve.
Business Development & Beyond
Given the challenge of sustaining forward sales momentum, this program is designed to accelerate the ability of professionals to engage in SMART growth activities.
Client Service Model
Creating an enterprise-wide client service model engages the entire spectrum of client interactions that creates greater client loyalty.
A Brand Called You
A high impact workshop for you!
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