episode 148 – are you getting the most from your advisors? – Rea CPA

episode 148 – are you getting the most from your advisors?

Judy Bodenhamer and Marc Rosen are the founders of the Client Experience Institute, a Cleveland-based firm and they’re on unsuitable to help you think how you can get more value from your relationships.

In this line of work, the term “trusted advisor” is thrown around a lot… but what does it actually mean? Furthermore, what should business owners look for to determine the overall quality and effectiveness of their existing advisory relationships? We’re going to get a little introspective on today’s show but, fortunately, we have some great guests to guide us on our journey.

Marc Rosen and Judy Bodenhamer are the founders of the Client Experience Institute, a Cleveland-based firm that helps professionals think differently about their relationships, and they’re here to talk about the advisors of the future and how business owners can better leverage their existing network of advisors to move their advisory relationships “beyond success to significance.”

No one is saying that accounting and finance professionals aren’t great at their jobs right now; they’re exceptional technicians and technical resources. However, the world is changing and we need to change with it.

If you are a business owner looking for advice or a professional yourself, you will be interested in these other topics discussed in this episode:

  • The competencies that create a distinction for the advisors of the future (and what you should be looking for as a business owner).
  • How to better leverage your existing network of advisors to gain greater insight into your business.
  • What relationship capital is and why it is increasingly important.

If you want to learn more about the Advisor of the Future and the concept of relationship capital, watch Marc’s TEDx Talk: “Relationship Capital – The True Currency of Abundance.”

If you liked this episode of unsuitable on Rea Radio, let us know by hitting the like button or by sharing it with your followers on social media. You can also use #ReaRadio to join the conversation on Facebook and Twitter, and you can watch the podcast in action on the Rea & Associates YouTube channel. We’ve also included access to additional resources on our website at www.reacpa.com.


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What To Look For In A TPA –Take a minute to find out what they will do with the information they collect after it’s been gathered? Read on to learn more about this consideration and others.

Strategic Alliances Shouldn’t Be Scary –Your business may need to make changes and the formation of a strategic alliance could be just what you’re looking for.

official transcript

Click here to read the official transcript for episode 148, “Are You Getting the Most from Your Advisors?”