Creating a Carriage Trade Experience

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. 

Through a broad range of strategic and tactical services we help advisors refine their client experience.  The Carriage Trade Experience is not about fitting a mold.  Each advisor's practice is already distinct from all others; we help you identify those characteristics that make your practice an individual practice.  Each advisor has different strengths, weaknesses and preferences.  It is the way you combine each of those characteristics that creates your Carriage Trade Experience.

Comer Consulting can help you identify who to contact, how to get their attention and what to say to them. Contact Comer Consulting to get started.

Introducing RainmakerDNA

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

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.

John Comer has been accredited by RainmakerDNA.  He can help financial advisors diagnose their DNA for rainmaking, help them treat their unsupportive beliefs and mitigate their symptoms of skill deficiency.

We would be happy to help you explore whether RainmakerDNA can help you determine what you want to accomplish, fix or avoid.  Learn more by exploring our website, by scheduling a conversation or by viewing a video.

Marketing Services

to help successful

financial  advisors

provide a

Carriage Trade Experience

for their clients