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!
Spring is just around the corner!
Is there anything like a mild spring day to make us feel refreshed and ready to tackle new projects that the winter months have put on hold? Just like a breath of spring, you can help your clients feel refreshed by updating your client experience.
Now more than ever, client experience is at the forefront of the wealth management industry. Our first article from Registered Rep looks at what firms are doing to improve service to their best clients.
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Wealth Management Firms Focusing On Client Experience
~Registered Rep
Relationships with clients and the experience clients have with financial advisors and their companies have, of course, always been critical to success in wealth management. But since the financial crisis, firms have been ramping up their focus on all aspects of client interaction. (read more) |
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How Are You Going to Improve Client Experience?
As the article points out, clients want a personal relationship with their advisor. They want to know that they are more important than a number on a balance sheet.
How are you showing your best clients what they mean to you? How are you meeting your best clients at the curb? Your best clients deserve a Carriage Trade Experience.
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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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