Additional Carriage Trade Services: Have more conversations  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. |