In this webinar conducted with the Exit Planning Institute, we provide insights about how the professional advisory community can create distinctive value during this time of need. Whether an eventual exit is eminent, or we need to focus on muscle building the client’s business, learn some valuable techniques and approaches that will compliment your role as a trusted advisor.
Client Experience Group, located in Cleveland, Ohio, is a women-owned consulting and advisory firm committed to inspiring businesses and individuals to grow and achieve sustainable results through our organizational development, business development, customer experience (CX), and fractional CMO/branding services.
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