As a featured columnist, co-founder Judy Bodenhamer shares how client-facing professionals can be more effective in serving internal and external stakeholders by adopting a mindset of enhanced Cognitive Flexibility. Click here to view the article.
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 […]
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