Recent Articles by John Comer
John also recently started blogging for the FPA. His March blog describes some spending ratios that help clients manage their spending and provide flexibility to meet unexpected expenses. |
Areas of Special Interest for
Comer Consulting
Comer Consulting, LLC, specializes in a wide range of marketing support to advisors, supports retirement advice processes and encourages financial education initiatives of advisors. We would be happy to help you with your initiatives.
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Greetings!
Greetings!
Our April webinar helps you increase client loyalty and referrals by defining your client experience.
This newsletter provides ideas to help you enhance your communication with and value for your clients. If you have topics we could include that would help your practice, let us know. We would love to hear from you.
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Create a Client Experience to Grow Your Financial Advisor Practice
Strategies for Developing a Consistent, Memorable Impression
Many financial advisors get a few referrals but not enough to sustain their practice. Other advisors are uncertain if their client service strategy is delivering the client value they aspire to provide. Although your clients may stay with your practice, these symptoms indicate that client loyalty is eroding.
John Comer, Certified Financial PlannerTM and financial advisor consultant, helps financial advisors gain confidence in their service process. He teaches you the importance of consistent impressions and helps you see how to add value in every meeting. His easy-to- implement process increases your client loyalty and your referrals.
In this webinar, you'll learn how to:
� Deliver high-value services, profitably
� Define the client experience aligned with both your objectives and those of your clients
� Develop a consistent, client-focused meeting process
� Better understand your clients' needs and desires
� Leverage your resources to make a great first impression
Wednesday, April 7,2010
1:30pm - 2:30pm
Eastern Time
$99 per connection
Save 20% at checkout with this discount code: 49085c71
Register Here
To get a preview of the webinar, check out two additional articles: Creating An Emotional Client Experience and Create a Client Experience to Grow your Financial Advisor Practice. The webinar will provide more insights and practical applications of the ideas in the article. |
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 Of course, if you would like even more support, we would be happy to talk to you about our work. Our program, Defining your Carriage Trade Experience, helps you identify your target market and ideal client profile, create a marketing plan to penetrate that market and align your client service with the needs of that market. We also create communication tools (brochures, web sites and presentations) to help you make a powerful first impression, define a customized project to meet your strategic marketing goals and provide flexible coaching to keep you on track.
Let me know how I can help you.
Sincerely,
John Comer, CFP�
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 find a way to provide extra value for their clients. Today's financial services professionals need to meet their clients at the curb. Comer Consulting is here to help.
For more information about Comer Consulting, LLC, check out our web site. |
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