The Comer Approach

A marketing allegory:

Two boys go out to pick apples.  The first boy, Andy, reaches for the fruit that he can reach easily, but has to go to several different trees.   The other boy, Joe, takes a moment to look at where the apples are most plentiful.  Even though it means climbing higher, he fills his baskets quickly once he is there.   

A financial services practice can be a lot like a peck of apples. Andy’s peck of apples was built by gathering the low-hanging fruit so that each new apple came from a different source. Joe identified the apples he wanted and put himself in a position to get many apples from the same source. Do your clients have similar interests and situations so that you will see them at the same activities, so that you can reach them through a common communication vehicle and so that they know that you are committed to solving their common financial issues?

At Comer Consulting, we emphasize a targeted approach to client acquisition. A targeted approach helps to leverage your expertise. A targeted approach tells your clients that you welcome their colleagues or friends in the market niche, helping them to know who to refer. In addition, this targeted approach to client acquisition helps you build a base of clients who communicate with each other. They will, potentially, discuss your fine services when you are not there. In short, this network of clients will help you market.

to help successful

financial  advisors

provide a

Carriage Trade Experience

for their clients