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 […]
Marc Rosen sat down with Focal Point Social Media to discuss how an abundance mindset in business can be incorporated into establishing and nurturing greater relationship capital. Check out the 18-minute interview:
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