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.”