Anticipating Life Events for a Personalized Experience

Helping you anticipate life events for your clients

John presented these materials via webinar on December 6, 2011. They provide a path to help clients anticipate those life events that seem to surprise some clients but can be anticipated.  These tools can help you anticipate life events for your clients: 

Select "play" to view a recording of the webinar.

 

 

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What is a Carriage Trade Experience?

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 differentiate themselves in the market. Like those shop keepers, you need to find a way to meet your best clients at the curb.  Comer Consulting can help you define the Carriage Trade Experience your clients will appreciate. 

 

Resources to create your Carriage Trade Experience

Anticipating life events is one way to create a Carriage Trade Experience for your clients.  Of course, your core services are key to making sure your clients believe you are meeting them at the curb but other aspects of their experience are also important.

 

These articles can help you clarify your thinking about your client experience.

Additional resources to help you manage and grow your business:

 

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America Saves Week 2013

News

The Purposeful Planning Institute has asked John to discuss Anticipating Client Life Events on May 21 at noon Eastern. To join The Purposeful Planning Institute or inquire about the discussion, send a note to: info@purposefulplanninginstitute.com

 

 

 

 

 

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