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Entries by Marketing Team
CEI Video Series including an Insights for Action Interview with an Industry Leader
Check out these informational videos that were recorded during a recent Advisor of the Future workshop (click here).
CEI to Present at Two Prominent National Conferences
Co-founders Judy Bodenhamer and Marc Rosen will be presenting to a national audience of firms affiliated with Allinial Global and Leading Edge Alliance during the months of May and June. The topics being shared with the attendees include: How to create an end-to-end client experience Succession Planning relating to both partners and core accounts Adopting […]
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