Featured in BrightLights

The Client Experience Institute was featured in the November 2016 issue of the Galliard Family Business Advisors Institute’s monthly newsletter, BrightLights. Our article, Relationship Capital – The Currency of Abundance, highlights how we must evolve as service providers.

The importance of forging deeper and more meaningful relationships is of paramount importance if we are going to increase our relevance in serving closely-held family businesses. We must continue to find ways of delivering greater value and need a framework to reference.

We cannot wait for the client to raise the bar, it is up to each of us to collectively rise the tide so we collaborate with mindful intent, understand how we can be of greater impact and be desirous of achieving more.

The stakes continue to escalate as more and more family businesses contemplate their succession planning alternatives.

Galliard Institute’s Family Business Advisor Core Training

Co-Founders, Judy Bodenhamer and Marc Rosen, recently attended the Galliard Institute’s Family Business Advisor Core Training. Lisë Stewart, Founder and President, conducted a 2-day workshop focused on tools and support required to serve the largest business sector in the world – the Family Business. CEI recognizes that the principles shared during this training are complementary to the Client Experience Institute’s processes and methodologies, so we wanted to learn more about how professional service providers are taught about their role and required skills to serve this important business sector.

Ohio Women’s Bar Foundation, Leadership Institute

On October 14, 2016, Co-Founder Judy Bodenhamer, was invited back, for the 3rd year, to be a keynote speaker for the Ohio Women’s Bar Foundation, Leadership Institute.  The foundational topic addressed in this day-long program was understanding communications and behavioral styles and how they impact clients, colleagues and an attorney’s personal brand.  The afternoon was devoted to unconscious bias, gender and generational communication and leadership challenges.  The program is lauded as one of the most popular workshops for the OWBF’s Leadership Institute.

A Message from the Founders

After months of interviews, research and discussions with industry thought leaders and influencers, we are excited to formally introduce the Client Experience Institute™ (CEI).

By way of background, we wanted to understand how greater value could be created by trusted advisors serving businesses, individuals and organizations. Our premise is predicated on a deep belief that Professional Service Providers (PSP’s) need to develop an organizational competency and culture of client centricity.

To this end, CEI is dedicated to creating a movement among professionals where we collectively redefine the meaning of what a trusted advisor represents. It is our intention to create, utilize and deploy a variety of assessment tools, relationship capital models, branding principles and various communication methods to drive this transformation.

We welcome your engagement and realize it will take a community of like-minded individuals to rise the tide in an effort to create sustained value.

In a world of plentiful human and social connections, our challenge is to not unveil more activity, but unleash deeper meaning that leads to greater abundance for all.

Welcome to the Client Experience Institute…where smart people come to learn!

Warmest Regards,

Marc Rosen and Judy Bodenhamer