Shed A Little Light Client Experience Group™

Episode 5: Business DevelopmentIn this episode, we interview Karyn Sullivan, VP/Financial Advisor at Alliance Bernstein. Karyn helps clients achieve their goals and aspirations and form relationships with her and the Bernstein family. Her passion for people and 25-plus years in public accounting help Karyn to achieve superior client outcomes. Together we explore: The most important activities that you can do for business development.How to balance the time required to deliver excel...

Episode 4:In this episode, we interview Peter Geise, Akron Area President of FocusCFO. Peter and his team help entrepreneurs build sustainable and transferable business value through embedded fractional CFO services. Given Peter’s strong financial background, we journey into the financial realities of investing in Client Experience (CX) initiatives, and if CX can create tangible value for a business.Together, we explore how businesses can: Learn how a financial professional sees the Clie...

Episode 3:In this episode, we interview Katie Tolin, Growth & Profitability Consultant for CPAs, Chief Growth Guide at CPA Growth Guides. Katie has been recognized as a Top 100 Most Influential People in Accounting. Together we explore how professionals can: Enhance the client experience by embracing advisory thinking.Upskill practice performance by focusing on a few key areas.Lean-in on increasing client intelligence to offer greater insights. Conduct proactive planning session...

Episode 2:This episode of Shed A Little Light, features Judy Bodenhamer and Marc Rosen of the Client Experience Institute, talking about the value of nurturing clients and prospects today. You will hear them share nurturing techniques that will create valuable impact on your relationship building with clients and prospects.Judy and Marc will offer ideas on ways to:Nurture prospective clientsFortify client relationships through a variety of nurturing techniquesLeverage multi-level positi...

Episode 1:Join us for our first episode of Shed A Little Light, where we explore the importance of a no limits, growth mindset when it comes to successful business development strategies. We share real world perspectives on how to restart or just accelerate your business development efforts through: Focus 5Cadence of CommunicationsDeeper Client Intelligence Tune in and Join the Movement!Check out our YouTube ChannelFollow us on LinkedInFacebookInstagramWebsiteSend us a Te...