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!
With tax season finally behind us, we can start to think about what to do with the rest of the year. April is Financial Literacy Month. What can we do to reach out and educate our clients over the coming months? With the overwhelming availability of information these days, people are looking for an authority that they can trust to sort out the noise and focus on what they really need to know. |
Eliminate the Competition
There are a lot of financial planners out there. Just like you are an individual, your practice is one of a kind. How can you communicate your differences from all the others in the marketplace? (find out how) |
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Perfect Profiles
Michelangelo said, "I saw the angel in the marble and carved until I set him free." Like Michelangelo and his angel, some advisors can see their client profile in a blank Word document and type until the profile is set free to gather referrals. Others look at the same blank document and get writer's block--or worse yet, get it wrong altogether.
Consider the following two examples. Imagine talking to an attorney about developing a cross-referral arrangement and hearing the following descriptions from the attorney: "Glad you asked about the kind of client I serve. I work with clients paying $20,000 or more in fees."
Now, think about this one: "Glad you asked about the kind of client I serve. I help business owners structure exit plans for their businesses. Business owners want to feel confident that they will not need to return and rescue the business from poor management. I usually work with transactions in the $500,000 to $5 million range."
(continue reading John's article, Perfect Profiles) |
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 Comer Consulting offers several ways to help you in your practice.
Defining Your Carriage Trade Experience
- Identify your ideal Client Profile
- Create a Marketing Plan to reach that client
- Align your client service to the needs of that profile
Communication Tools
- Brochures
- Websites
- Presentations
Coaching
Contact us for more ways that we 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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