Entries by CEI Team

Exit Planning Institute & CEI collaborate on webinar

As more and more companies contemplate succession planning, it is essential that a different mindset and expectation level be embraced by both the business owner, as well as those trusted advisors who influence the transition process. Please join the Client Experience Institute (CEI) on March 8th as we share our insights and learnings about how […]

Galliard Institute invites CEI to deliver webinar on Relationship Capital

Given the importance of serving family businesses with greater meaning and impact, CEI will be sharing with Galliard nation our five-stage relationship capital model designed to help professionals adopt a different value creation mindset. To learn more about this February 16th event, refer to https://galliardinstitute.org/calendar/#!event/2017/2/16/skill-building-for-advisors-how-do-we-monitor-us.

CEI selected by Smart Business Network to Author Five-Part Series

The Client Experience Institute (CEI) was recently asked by SBN to be a featured columnist for a series that will run from March to July of 2017. Each article will be dedicated to one of the five stages of Client Experience Institute’s (CEI) Relationship Capital model. The March column will spotlight the role of the […]

Focal Point Social Media Interviews CEI Co-Founder

Focal Point Social Media recently sat down with Client Experience Institute (CEI) co-founder, Marc Rosen, to discuss how an abundance mindset in business can be incorporated into establishing and nurturing greater relationship capital. A podcast will be released in February explaining CEI’s five-stage model with real world examples on ways to incorporate this relationship capital approach […]