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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News

John is joining the conversation at the Financial Advisors Success Summit on July 28 to 30, 2015. He is excited to be in the company of such luminaries as Michael Kitces, Sam Richter, Sheryl Garrett and Amy McIlwain to help you manage and grow your practice. Be a part of the conversation; register today.

 

 

 

 

 

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