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.