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 pass

Does the Client Experience (CX) Really Create Real Financial Value for a Business?

Jun 1st, 2022 11m 5s

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 financ

Beyond the Trusted Advisor™

Jul 8th, 2021 11m 51s

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 prof

The Value of Nurturing Clients and Prospects

Feb 4th, 2021 7m 56s

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 wil

No Limits Growth Mindset

Feb 3rd, 2021 7m 2s

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 j

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