Comer Consulting, LLC

Announcement &

Invitation

Comer Consulting, LLC, Introduces RainmakerDNA

Navigator

For 8 years, Comer Consulting has helped financial advisors refine their brand so more ideal clients are willing to have a conversation (attract prospects to your brand).  We have now found an expert performance system that allows us to help you make the most of those conversations (eliminate follow-up-itis among other things), RainmakerDNA.

 

RainmakerDNA: Making the most of your conversations

RainmakerDNA helps advisors understand the client favored process for decision making and helps advisors become expert facilitators of decisions.  Advisors skilled in rainmaking guide their clients to understand their pain points: what the client wants to accomplish, fix or avoid.  They are skilled in gaining commitment from clients to eliminate those pain points and to eliminate follow up conversations by making decisions with the right information.

 

Join us September 14 to learn about RainmakerDNA through a free webinar: Evolution of the Advisor Rainmaker.

  

John Comer has been accredited by RainmakerDNA. He and the RainmakerDNA team can help financial advisors diagnose their DNA for rainmaking, help them treat their unsupportive beliefs and mitigate their symptoms of skill deficiency.  They can help leaders assess their team as a group to identify strengths and areas of improvement.  They can help hiring managers assess the potential of new hires.

Additional Carriage Trade Services: Have more conversations

Doorman symbolizes Carriage Trade

Our Carriage Trade Services help advisors refine their client experience.  We help advisors focus on their clients and design their interactions with clients to create a consistent, positive and valuable experience.  Those experiences will attract more prospects to you (to your brand).  We help advisors with both the strategy and with the execution.

 

Marketing Plan Workshop:  Beginning September 6 and repeated in November, we offer a workshop to develop your marketing plan.  Whether your marketing plan calls for deepening your relationship with existing clients, for acquiring new clients through referrals or for developing new client leads from other sources, this marketing workshop will help you coordinate your activities.

 

Defining your Carriage Trade Experience:  Through individual consultation and coaching we will examine your current financial services practice to help you identify an appropriate:

Market niche of profitable clients

Marketing strategy to penetrate that market niche

Client experience offering for that market niche.

 

Communicating your Individuality:  Comer Consulting can help you create a powerful first impression. We understand your planning process and can craft words to describe your unique value proposition.  We can turn those words into brochures, websites, presentations and newsletters.

 

Executing and Implementing your Strategy:  Whether your marketing plan calls for large scale, signature events or one-on-one meetings Comer Consulting can help you execute the strategies and tactics that will grow your affluent client base.

About Comer Consulting and our Carriage Trade Services

Comer Consulting, LLC, a firm that helps financial advisors define their Carriage Trade Experience (client experience) and communicate their individuality. Financial advisors have created an amazing diversity of business models to serve their clients. Every financial planning practice serves its clients in a different way, some slightly different and some significantly different. And yet... many advisors struggle to communicate their individuality.

 

At Comer Consulting, we help financial advisors create a Carriage Trade Experience. The term "carriage trade" dates back to the days of horse and buggy. Shop owners began serving their best customers by going out to the carriages rather than requiring the customers to come into the stores. Like those shop owners who found ways to provide an extra level of service, today's advisors need to provide extra value for their best clients. Today's advisors need to find a way to meet their best clients at the curb. We define that level of service as the Carriage Trade Experience.

 

 
Join Us for our Activities in September

Click the links for more information and to register.

Marketing Plan Workshop by teleconference beginning September 6

Evolution of the Advisor Rainmaker webinar on September 14

Presentation of "Anticipating Cient Life Events to Deliver a Personalized Service Experience," at the NAIFA Minneapolis CE Blitz on September 22. (click to send us a note for more information.)

 

Let's get social:
View our profile on LinkedIn   Follow us on Twitter    Like us on Facebook
Comer Consulting, LLC, logo with tag line
Comer Consulting, LLC
John Comer
Principal
(877) 540-0711