Shed A Little Light Fri, 06 Mar 2026 12:23:08 -0500 http://www.clienteg.com en-us © 2026 Shed A Little Light yes 27b9d199-fd9f-56c7-9bf9-91267cb4e718 Client Experience Group™ episodic false "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!

]]> Buzzsprout (https://www.buzzsprout.com) business development,sales,marketing,branding,relationship management,customer experience,customer service Client Experience Group™ https://storage.buzzsprout.com/5pt2nhd5aseto53m1nzdwx2d3b33?.jpg Shed A Little Light http://www.clienteg.com Business Development Business Development Episode 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 client service and actively conduct business development activities to bring in new clients.
  • Skills to amplify for successful business development.
  •  Enhancing the client experience for your clients.

 Learn more about Karyn Sullivan.

Tune in and Join the Movement with the Client Experience Group™
Subscribe to our YouTube Channel

 

Send a text

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]]> Episode 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 client service and actively conduct business development activities to bring in new clients.
  • Skills to amplify for successful business development.
  •  Enhancing the client experience for your clients.

 Learn more about Karyn Sullivan.

Tune in and Join the Movement with the Client Experience Group™
Subscribe to our YouTube Channel

 

Send a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

]]> Client Experience Group Buzzsprout-11044297 Thu, 28 Jul 2022 15:00:00 -0400 1947 full false Does the Client Experience (CX) Really Create Real Financial Value for a Business? Does the Client Experience (CX) Really Create Real Financial Value for a Business? 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 Client Experience (CX)
  •  Get smart about how a focus on CX can improve the enterprise value of a business
  • Understand the tangible benefits of investing the time and effort to enhance CX
  •  Better appreciate the importance of how CX can impact the ultimate transition of a business

 Learn more about Peter

Tune in and Join the Movement!

Check out our YouTube Channel

Follow us on LinkedIn

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Website

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Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

]]> 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 Client Experience (CX)
  •  Get smart about how a focus on CX can improve the enterprise value of a business
  • Understand the tangible benefits of investing the time and effort to enhance CX
  •  Better appreciate the importance of how CX can impact the ultimate transition of a business

 Learn more about Peter

Tune in and Join the Movement!

Check out our YouTube Channel

Follow us on LinkedIn

Facebook

Instagram

Website

Send a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

]]> Client Experience Group Buzzsprout-10721200 Wed, 01 Jun 2022 15:00:00 -0400 665 4 full false Beyond the Trusted Advisor™ Beyond the Trusted Advisor™ 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 sessions to create more engaged client meetings.

Learn more about Katie

Tune in and Join the Movement!

Check out our YouTube Channel

Follow us on LinkedIn

Facebook

Instagram

Website

Send a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

]]> 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 sessions to create more engaged client meetings.

Learn more about Katie

Tune in and Join the Movement!

Check out our YouTube Channel

Follow us on LinkedIn

Facebook

Instagram

Website

Send a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

]]> Client Experience Group Buzzsprout-8833796 Thu, 08 Jul 2021 17:00:00 -0400 711 3 full false The Value of Nurturing Clients and Prospects The Value of Nurturing Clients and Prospects 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 clients
  • Fortify client relationships through a variety of nurturing techniques
  • Leverage multi-level positioning as a way to accelerate your client relationships

Tune in and Join the Movement!

Check out our YouTube Channel

Follow us on LinkedIn

Facebook

Instagram

Website

Send a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

]]> 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 clients
  • Fortify client relationships through a variety of nurturing techniques
  • Leverage multi-level positioning as a way to accelerate your client relationships

Tune in and Join the Movement!

Check out our YouTube Channel

Follow us on LinkedIn

Facebook

Instagram

Website

Send a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

]]> Client Experience Institute Buzzsprout-7674760 Thu, 04 Feb 2021 10:00:00 -0500 476 full false No Limits Growth Mindset No Limits Growth Mindset 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 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 a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

]]> 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 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 a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

]]> Client Experience Institute Buzzsprout-7645525 Tue, 02 Feb 2021 23:00:00 -0500 422 full false