Services

Consulting and Coaching Services

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. (more)

RainmakerDNA

When is the last time you had a Check-Up of your RainmakerDNA? You can examine what it takes today to successfully cultivate, establish and maintain client relationships over time. RainmakerDNA offers a simple, proven way to analyze your RainmakerDNA with The Check-Up for Financial Advisors™. (more)

Speaking

John Comer has addressed audiences across the United States and internationally. His authoritative delivery and actionable marketing content have exceeded expectations. (more)

Execution

Whether your marketing plan calls for large scale, signature events or one-on-one meetings Comer Consulting can help you execute the strategies and tactics that will grow your affluent client base. (more)

 

Marketing Plan Workshop

 

Managing the number of touches you have with your best clients, with your most promising prospects and with your most important centers of influence, will keep you top of mind.  Include these touches from LinkedIn and SendOutCards in your marketing plan.  Integrate with any other marketing activity to coordinate your touches with more substantial activities like lunches, review meetings and client appreciation events.  (more)

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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