About Comer Consulting
John Comer
Nicole Rosandich
Financial advisors have created an amazing diversity of business models to serve their clients. We believe that every financial planning practice serves its clients in a different way, some slightly different and some significantly different. And yet... most advisors struggle to differentiate their practice.
Differentiating your practice by articulating your unique client experience model simplifies acquiring affluent clients. We specialize in helping financial advisors acquire affluent clients and we strive to provide or source everything you need to establish your practice as a leader in your market. We can help you focus your practice, articulate and deliver a compelling client experience and create powerful first impressions. We can help you execute your marketing plan so you do not end up with a fabulous plan with no time for implementation. We can be your complete resource to attract an affluent client base.
Founded in 2003, our partners have a network of resources to help you grow your affluent client base. Call John or Nicole today to explore ways we can help you acquire more affluent clients.
John Comer, CFP®
John Comer is a principal with Comer Consulting, LLC. John uses his marketing and business experience to help you create a focus for your practice. He uses his technical and relational skills to help you articulate the distinctive elements of your client experience. He uses his creative and project management skills to help you develop communication tools that create powerful first impressions with clients and prospects.
John started his career as a banker in 1980 and began focusing on affluent clients in 1986. After stints in international marketing and retail bank sales, he became a Certified Financial Planner
TM and transitioned to the financial planning industry. Earning experience as a financial planner, a product wholesaler, a trainer, a marketer and a general manager, John has:
- created target marketing systems for a 10,000 person sales force,
- developed training in client acquisition and financial planning delivery for affluent clients, and
- co-developed and co-led an international deposit company that grew to $3.5 billion.
John is an adjunct professor in the Financial Planning Certificate Program at the University of Minnesota, Mankato. He serves on the board of directors for the Financial Planning Association of Minnesota and the Minnesota Jump$tart Coalition for Personal Financial Literacy. He has written articles for the FPA Solutions magazine and the Practice Lifecycle portal of Financial Advisor magazine. He has been quoted in Financial Advisor magazine and the Star Tribune newspaper. John has presented to the FPA, broker dealers and community groups.
He lives with his wife, Donna, and their two boys in Plymouth. John has always enjoyed running but lately his running is limited to rushing to his sons' activities, to his church for programs or to local schools to help with financial education.
Nicole Rosandich, CFP®
Nicole Rosandich is a principal with Comer Consulting. At Comer Consulting, Nicole combines her knowledge of sales, marketing and customer experience with her understanding with the financial services industry to help financial planners identify Carriage Trade Clients. After identifying the goals of the planner, she works with them to make those goals a reality.
Nicole started her career in the mortgage industry in 1996, but it was at Wells Fargo Home Mortgage where she focused strictly on financial services industry as a marketing and growth development consultant. There she established and oversaw marketing strategies that targeted financial planners and corporate clients. She was also responsible for devising and implementing training programs for home mortgage consultants to maximize exposure within the clientele. This emphasis on financial planners was fortified in March of 2005 when she earned her Certified Financial Planner
TM designation (CFP®). In January of 2006 she joined with EverBank Advisors Services, a division of EverBank Financial Corporation. Her goal was to help financial advisors increase revenue by incorporating liability management as a marketing tool.
She is currently the director of Programs and Education for the Financial Planning Association of Minnesota. She has developed and presented CFP® approved programs to local and national associations such as the National Association of Personal Financial Advisors, Garrett Planning Network, Financial Planning Association and PridePlanners and been quoted in Research magazine.
After living in Chicago, Ft. Lauderdale, Kansas City and a third time in Twin Cities since 1996 she considers herself a Minnesotan (and can even pronounce it with the correct accent!). In her spare time Ms. Rosandich enjoys photography, learning to cook or a good book.
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Comer Consulting to get started.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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