Shed A Little Light
6 episodes - English - Latest episode: almost 2 years ago -"Shed a Little Light" podcast is a candid and practical series dedicated to exploring all things business development while promoting new ways to create an amazing client experience in our 2D and 3D world.
Judy Bodenhamer, Founder and Managing Director of the Client Experience Group™ is passionate about inspiring professionals to accelerate their business performance. Judy is driven to ENLIGHTEN her audience and empower them to SHINE. Join us!
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Episodes
Business Development
July 28, 2022 19:00 - 32 minutes - 22.3 MBEpisode 5: Business Development In 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 excellent...
Does the Client Experience (CX) Really Create Real Financial Value for a Business?
June 01, 2022 19:00 - 11 minutes - 7.74 MBEpisode 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 Cli...
Beyond the Trusted Advisor™
July 08, 2021 21:00 - 11 minutes - 8.31 MBEpisode 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 sessions to...
The Value of Nurturing Clients and Prospects
February 04, 2021 15:00 - 7 minutes - 5.61 MBEpisode 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 clients Fortify client relationships through a variety of nurturing techniques Leverage multi-level p...
The Value of Nurturing Clients and Prospects
February 04, 2021 15:00 - 7 minutes - 5.61 MBEpisode 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 clients Fortify client relationships through a variety of nurturing techniques Leverage multi-level p...
No Limits Growth Mindset
February 03, 2021 04:00 - 7 minutes - 4.99 MBEpisode 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 5 Cadence of Communications Deeper Client Intelligence Tune in and Join the Movement! Check out our YouTube Channel Follow us on LinkedIn Facebook Instagram Website Send us ...