CEI article on “Be a Fearless Promoter” featured in January edition of Smart Business Magazine

CEI was selected to author a five-part series on how The Advisor of the Future will create distinction by embodying the characteristics of being a client champion, possessing cognitive flexibility, utilizing communications agility, and serving as a value creator and indispensable partner.

The first article on serving as a Client Champion offers a few insights you can implement to develop a cadence of continuous contribution: Be a Fearless Promoter.