Consulting and Coaching Services

 

Defining your Carriage Trade Experience

Our signature service is a thorough review of your marketing and client experience strategy. The service was developed to help you discover the best path for your practice. Like the financial planning process, Defining your Carriage Trade Experience is a consistent process for all of our clients. Yet the outcome of the process is distinct for each practice.

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.

 Each of the modules is also available separately.

 

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.

First impressions come only once and the opportunity can present itself in a variety of settings. We offer a variety of communication tools to match the setting. Some advisors identify with stories we have already written; some want a story crafted specifically for their practice.

Coaching to bring out your strengths

We offer flexible options for engagements to meet your client experience and communication needs.   We help you define a path to your goals and overcome any obstacles that arise.

Consulting to leverage your skills

Through Project Consulting we can complete an individual Module from Defining your Carriage Trade Experience or customize a project for your firm.

 

Speaking       Execution

 

 

Marketing Services

to help successful

financial  advisors

provide a

Carriage Trade Experience

for their clients

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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