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Free LinkedIn Training
LinkedIn can help you accomplish four aspects of marketing. Earlier this year John presented on two of the marketing aspects for Advisor Products' Crisis Webinar Series. You can watch a replay of the sessions at any time for free. One session, " Hand-Picking Prospects on LinkedIn," describes how advisors can use LinkedIn to identify and build relationships with new prospects. Over 550 advisors registered for the session. The second session, " Using LinkedIn to Attract New Clients,"tells how you can use LinkedIn to lure new clients. |
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Join our Financial Educaton group
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Greetings!
Happy New Year!!
Comer Consulting is starting the year with a number of activities and resources to help you grow your practice. We provide an article and, if you need additional support, a workshop on two aspects of your marketing. Also, if you are located in the Twin Cities, you can join us for a live presentation on networking.
Developing your 2010 Marketing Plan
1. "Your Carriage Trade Market Plan" article describing a process you can use to develop your plan
2. "Developing your Carriage Trade Marketing Plan for 2010," Teleconference workshop over five weeks, sponsored by the Financial Planning Association of Minnesota, begins January 21, 3:00 pm Central time, and continues on next three Thursdays, cost $350.00
Defining your Carriage Trade Experience
1. "Creating an Emotional Client Experience," article
2. " Create a Client Experience to Grow your Financial Advisor Practice," Webinar presentation, January 14, 10:30 am Central time, Cost with promotional code $79.00
"Networking to Increase Your Client Base" Local live presentation sponsored by the Society of Financial Services Professionals at a local brewery, Summit Brewery, January 14, 4:00 pm, cost $15.00
 Of course, if you would like even more support, we would be happy to talk to you about our consulting and coaching work. Our program, Defining your Carriage Trade Experience, helps you identify your target market and ideal client, create a marketing plan to penetrate that market and align your client service with the needs of that market. We also can create communication tools for you (brochures, web sites and presentations), define a customized project to meet your strategic marketing goals and provide flexible coaching to keep you on track.
Take a look at this newsletter for practice management ideas for your practice. If you have ideas for ways this newsletter can help enhance your marketing, let me know. I would love to hear from you. |
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Developing your 2010 Marketing Plan?
If you need additional help, the Financial Planning Association of Minnesota and Comer Consulting, LLC, are offering a workshop via teleconference to walk you through the process. Through a series of small group sessions, culminating with a one-on-one session to finalize your plan, John will guide you through his process to develop your customized marketing plan. The small group teleconference sessions will have 6 to 13 participants.
Thursday, Jan 21, 2010
3:00 pm - 4:00 pm
Central Time
Continues on 1/28/10, 2/4/10 and 2/11/10
Plus one-on-one session
$350 per practice
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Enhance your client experience
John Comer has worked with financial advisors and clients for more than 19 years to help both parties meet their financial goals. He teaches you the importance of consistent impressions and how consistency will help you be more effective and efficient in servicing your clients. His easy-to-implement process for defining the client experience increases client satisfaction and becomes a key sales tool that attracts new prospects to you. This article, Creating an Emotional Client Experience, provides some ideas you can explore in defining your client experience. If you need additional help, you can attend a webinar to provide a more detailed review of the Comer Consulting process to define your client experience. In this webinar, you'll learn how to:
- Gather data to best understand your clients' needs, wants, and
desires
- Define the client experience aligned with both your objectives and those of your clients
- Develop a consistent, client-focused meeting process that is
goal-driven to make you more effective and efficient
- Establish and manage client expectations effectively for high
satisfaction
- Communicate your personalized approach to prospective clients
Thursday, Jan 14,2010
10:30am - 11:30pm
Central Time
$99 per connection
Save 20% at checkout with
this discount code: 49085c71 Register here
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Our friends at BestPrep have a couple of exciting initiatives in the works for local advisors. Let me know if you would like more information or contact BestPrep directly:
- Birdies for BestPrep, a fun evening and fundraiser for a state-wide organization that helps enhance financial literacy, January 23, 6:30 pm, International Market Square, Minneapolis. For more information, go to www.Bestprep.org
- BestPrep Ambassador Club Orientation: introduction of a new BestPrep initiative to enhance the experience of financial services volunteers for BestPrep. The initiative is designed to help financial services professionals get more out of their volunteer efforts including increased satisfaction from consistent efforts, training in speaking and, potentially, increased promotion for your work. This event takes place in Plymouth on January 27, 2010, from 4:00 to 6:00 pm.
The market is going up. Clients are uncertain the best way forward. Are you positioned to lead prospective clients to their goals? Use these resources or contact Comer Consulting to get additional resources to take advantage of the confusion in the market to offer some support and encouragement to clients and prospective clients.
Let me know how I can help you.
Sincerely,
John Comer
Comer Consulting, LLC
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Comer Consulting, LLC, helps financial advisors define their Carriage Trade Experience and communicate their individuality. The term "carriage trade" started in the early 1900s as shop owners began going out to the carriages of their wealthy customers rather than requiring the customers to come into the stores. Like those shop owners who found ways to provide an extra level of service to their most important patrons; we believe today's financial services professionals need to differentiate themselves in the market. Comer Consulting helps you to differentiate yourself. For more information about Comer Consulting, LLC, check out our web site. |
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