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 interest of our clientele. Our focus spans the life-cycle of the client journey with an emphasis on value creation.
CEI offers a portfolio of full-day, half-day and two-hour educational programs sessions which energize, challenge and teach professionals how to achieve more.
Our flagship programs, Beyond the Trusted Advisor™ and The Advisor of the Future is for client-facing professionals who want to take their practice to an entirely different level.
Given the challenge of sustaining forward sales momentum, we offer a program Business Development & Beyond which is designed to accelerate the ability of professional’s to engage in SMART growth activities.
CEI featured programs also includes a high impact workshop A Brand Called You – Six Weeks Strong.
To enhance your business fitness, CEI also provides a selection of high impact and shorter duration skill-based programs, we call these topical programs “CEI workouts.” Our portfolio includes:
- Networking Skills that Build Relationship Assets
- Building Effective Client Teams
- Delivering the “Pitch”
- Cross Selling and Marketing the Firm