Our pledge is to advance the mindset of organizations and professionals, and equip them with the acumen, tools and techniques to enhance performance.
Client Experience Group’s (CEG) curriculum has been designed to accommodate the diverse needs of our clientele. Our focus spans the life-cycle of the client journey with an emphasis on value creation.
CEG offers a portfolio of virtual and on-site programs and workshops which energize, challenge and teach professionals how to achieve more:
Advisor of The Future Certification and
Beyond the Trusted Advisor™
Are for client-facing professionals who want to take their practice to an entirely different level.
An on-demand business development program to help you build your Business Development (BD) effectiveness.
Business Development & Beyond
Given the challenge of sustaining forward sales momentum, this program is designed to accelerate the ability of professionals to engage in SMART growth activities.
Client Service Model
Creating an enterprise-wide client service model engages the entire spectrum of client interactions that creates greater client loyalty.
A Brand Called You
A high impact workshop for you!
Still looking for more?
Develop your business fitness, with our selection of shorter duration skill-based programs, which we call CEG WORKOUTS:
- Networking Skills that Build Relationship Assets
- Building Effective Client Teams
- Delivering the “Pitch”
- Cross Selling and Marketing the Firm