CEI to present at CMBA

CEI’s co-founder, Judy Bodenhamer, will present “The Trusted Advisor 2.0: Building Client Relationships and Communicating Your Brand” at the Cleveland Metropolitan Bar Association on Tuesday, June 6, for the 2017 Hot Topics for Estate Planners Seminar.

Judy is a frequent speaker at the CMBA and was invited to share her insights and experience, along with her colleague, Julie Drellishak, Marketing Director at Reminger.

Both Judy and Julie are well-respected Branding and Marketing professionals in the legal and professional services communities.

To learn more and register for this year’s event, click here.

CEI featured in the April and May editions of Smart Business Network

As a featured columnist for a five-part series, co-founder Marc Rosen shares how client-facing professionals can unleash more meaning to the stakeholders they serve. CEI’s Relationship Capital Model incorporates five levels of value creation and theses two articles spotlight the role of the Voice of Reason and the Trusted Advisor 2.0. To view these two articles, please click on theses links – April 2017 Smart Business Cleveland and  May 2017 Smart Business Cleveland.

CEI to present at the Annual EPI Summit

Co-founders Marc Rosen and Judy Bodenhamer have been selected to present in Bonita Springs, Florida at the annual Exit Planning Institute gathering where over 200 people will gather to share best practices. The conference runs from September 11-13, 2017. Marc and Judy will be sharing their insights on the advisor of the future and will be conducting a full-day workshop on “Moving Beyond the Trusted Advisor”. To learn more, please click on the link – ExitPlanningConference.com.

Focal Point Social Media partners with CEI on Podcast Series

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. An abbreviated four-minute podcast, as well as a more in-depth 18-minute recording, is available to CEI nation. Please make it a point to listen in by accessing the links!

CEI featured in March Edition of Smart Business Network

As a featured columnist for a five-part series, the first article highlights how client-facing professionals can unleash more meaning with the stakeholders they serve. CEI’s Relationship Capital Model incorporates five levels of value creation and the inaugural spotlight is on the Subject Matter Expert. To view the article, please follow this link.