CEI Co-Founders Featured on Rea & Associates Podcast

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 in Cleveland, Ohio, will talk about the advisors of the future and how professionals can leverage their existing network to move their relationships “beyond success to significance.”

CEI featured in a Five-Part Series in Smart Business Network

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.

CEI Goes on Tour for the Legal Marketing Association

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.

CEI Co-Founder to present at Association of Accounting Marketing 2018 Conference

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 2018 Think Fresh Conference.

CEI article on “Cognitive Flexibility” featured in March edition of Smart Business Magazine

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.