Programs & Workshops
Our pledge is to advance the mindset of professionals and equip them with the acumen, tools and techniques to become the advisor of the future.
CEI’s 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.
CEI offers a portfolio of virtual and on-site programs and workshops which energize, challenge and teach professionals how to achieve more:
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.
Given the challenge of sustaining forward sales momentum, this program is designed to accelerate the ability of professionals to engage in SMART growth activities.
Creating an enterprise-wide client service model engages the entire spectrum of client interactions that creates greater client loyalty.
A high impact workshop for you!
Still looking for more?
- CliftonStrengths
- Emotional Intelligence
- Everything DiSC® Agile EQ™
- Everything DiSC® Productive Conflict
- Everything DiSC Workplace®
- Everything DiSC Work of Leaders®
Develop your business fitness, with our selection of shorter duration skill-based programs, which we call CEI WORKOUTS:
- Networking Skills that Build Relationship Assets
- Building Effective Client Teams
- Delivering the “Pitch”
- Cross Selling and Marketing the Firm
