From Success to Significance

The Client Experience Institute co-founders, Marc Rosen and Judy Bodenhamer, have partnered with EPI’s 2017 Exit Planning Summit to bring transformational education to you during the post-Summit advanced workshops on Wednesday, September 13.

Program Details: Moving Beyond the Trusted Advisor – From Success to Significance

Professional service providers are being challenged like never before to distinguish themselves. Whether working directly with a business owner, advising a board or serving on a cross-functional team, the need to develop greater relationship currency and trust is tantamount to sustained success. Technical and functional expertise is the foundation for effective performance; however, a growing body of evidence reveals that both client and other trusted adviser engagement is what truly advances & sustains relationships.

You will be introduced to a five stage model with deployment examples so that you can better harness and leverage the distinctive assets of you and the firm. We will explore and share the latest techniques and tools that client-facing professionals can utilize to move beyond the Trusted Advisor. This energizing and interactive workshop will be extremely pertinent and serve as a catalyst for building greater relationship capital across the stakeholder spectrum. Join the Client Experience Institute as we explore how to leapfrog from success to significance. Explore the full program description by clicking here: Beyond the Trusted Advisor Abstract powered by CEI

Experience Advanced Training. Register Now

Learning Outcomes
As a result of attending the session, participants will be equipped to:
• Adopt a different mindset for developing deeper and more meaningful client and COI relationships
• Better influence outcomes with internal and external stakeholders
• Build a more successful and rewarding practice
• Impact with greater clarity the entire client experience lifecycle


About the Experts:

Both Marc and Judy are experts in their respective fields and have delivered key notes at the AICPA national conference this past June as well as to the Legal Marketing Association. Marc recently conducted a TEDx Talk which you can access here.

Interested in getting more value from advisor relationships? Listen to a recent podcast Rosen did for Citizens Bank:

Leave a Reply

Your email address will not be published. Required fields are marked *