CEI to Present at Two Prominent National Conferences
Co-founders Judy Bodenhamer and Marc Rosen will be presenting to a national audience of firms affiliated with Allinial Global and Leading Edge Alliance during the months of May and June.
The topics being shared with the attendees include:
- How to create an end-to-end client experience
- Succession Planning relating to both partners and core accounts
- Adopting a more intentional advisory mindset
