Comer Consulting, LLC, a firm that helps financial advisors define their Carriage Trade Experience (client experience) and communicate their individuality. Financial advisors have created an amazing diversity of business models to serve their clients. Every financial planning practice serves its clients in a different way, some slightly different and some significantly different. And yet... many advisors struggle to communicate their individuality.
Differentiating your practice by articulating your unique client experience model is a key component of the most successful advisory practices. Comer Consulting specializes in helping financial advisors identify and serve their ideal clients and we strive to provide or source everything you need to establish your practice as a leader in your market. We can help you focus your practice, articulate and deliver a compelling client experience and create powerful first impressions. We can help you execute your marketing plan so you do not end up with a fabulous plan with no time for implementation. We can be your complete resource to attract your ideal client base.
Founded in 2003, we have a network of resources to help you grow your client base. Call today to explore ways we can help you acquire more affluent clients.
John Comer, CFP®
John Comer is a principal with Comer Consulting, LLC. John uses his marketing and business experience to help you create a focus for your practice. He uses his technical and relational skills to help you articulate the distinctive elements of your client experience. He uses his creative and project management skills to help you develop communication tools that create powerful first impressions with clients and prospects.
John started his career as a banker in 1980 and began focusing on affluent clients in 1986. After stints in international marketing and retail bank sales, he became a Certified Financial PlannerTM and transitioned to the financial planning industry. Earning experience as a financial planner, a product wholesaler, a trainer, a marketer and a general manager, John has:
developed training in client acquisition and financial planning delivery for affluent clients, and
created and led an international deposit company that grew to $3.5 billion.
John is an adjunct professor in the Financial Planning Certificate Programs at the University of Minnesota, Mankato and the University of St. Thomas. He serves on local and national committees for the Financial Planning Association and is on the board of directors for the Minnesota Jump$tart Coalition for Personal Financial Literacy. His articles have been published in Financial Planning, Wealth Manager, Investment News, FPA Solutions magazine and the Practice Lifecycle portal of Financial Advisor magazine. The monthly blog he writes for FPA has been featured in FPA SmartBrief multiple times. He has been quoted in Financial Advisor magazine and the Star Tribune newspaper. John has presented to the FPA, broker dealers and community groups. John has been awarded the FPA' s 2011 Heart of Financial Planning Award and the FPA-Minnesota's 2010 Distinguished Service Award.
He lives with his wife, Donna, and their two boys in Plymouth. John has always enjoyed running but lately his running is limited to rushing to his sons' activities, to his church for programs or to local schools to help with financial education.
Contact John at firstname.lastname@example.org.