The term “trusted advisor” is thrown around a lot… but what does it actually mean? Also, what should business owners look for to determine the overall quality and effectiveness of their existing advisory relationships? We’re going to get a little introspective on today’s show. Marc Rosen and Judy Bodenhamer, founders of the Client Experience Institute […]
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As a featured columnist for a five-part series, co-founders Judy Bodenhamer and Marc Rosen share how the “Advisor of the Future” will achieve distinction by adopting five key competencies. Click here to download a PDF of the entire series.
In partnership with the Legal Marketing Association, CEI was selected by three Midwestern chapters to present an interactive session on how the “Advisor of the Future” will evolve by 2020. The workshop incorporated gamification to determine which distinctive competencies of the future are most relevant.
Over 500 marketing and business development professionals will attend the May 14 – 17 Think Fresh conference in Portland, Oregon. Marc Rosen was selected as one of the speakers and will lead a workshop on Key Account Planning – Winning Strategically: Prospect Planning Protocol for Business Development Professionals. Click here to learn more about the […]
As a featured columnist, co-founder Judy Bodenhamer shares how client-facing professionals can be more effective in serving internal and external stakeholders by adopting a mindset of enhanced Cognitive Flexibility. Click here to view the article.
Client Experience Group™ is a women-owned consulting firm committed to inspiring businesses and individuals to grow and achieve sustainable results through our Organizational Development, Business Development Coaching, Customer Experience (CX) Strategies, and Fractional CMO/Branding Services.