Our discussion about the meaning of our brand was valuable and will provide benefits for a long time.
-- John, MN Financial Advisor
Developing a menu of services for different client segments and developing standardized processes were among the most helpful processes we completed.
-- Steve, Plymouth MN Financial Advisor
This work around client profitability and an ideal client profile really helped us to target how we wanted to serve our clients.
-- Jack, Maple Grove MN Financial Advisor
I could not have had made it without your help. You showed me how to differentiate my practice and clearly communicate my message.
-- Gary, NJ Consultant to Financial Advisors
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Create a Client Experience to Grow Your Financial Advisor Practice
Strategies for Developing a Consistent, Memorable Impression
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Presented by John Comer
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Over 80% of surveyed clients said they were dissatisfied with their financial advisor. That's pretty scary if that includes your client base. You certainly can blame the economy for some of your client’s frustration … but are you responsible too? How you define the client experience affects, not only retention, but also the new clients driven to you…if you have aligned the experience with their needs.
John Comer, Certified Financial Planner and financial advisor consultant, has worked with financial advisors and clients for more than 19 years to help both parties meet their financial goals. He teaches you the importance of consistent impressions … and how it also will help you to be more effective and efficient in servicing your clients. His easy-to-implement formula for defining the client experience increases client satisfaction and becomes a key sales tool that attracts new prospects to you.
In this webinar, you'll learn how to:
• Gather data to best understand your clients' needs, wants, and desires
• Define the client experience aligned with both your objectives and those of your clients
• Develop a consistent, client-focused meeting process that is goal-driven to make you more effective and efficient
• Establish and manage client expectations effectively for high satisfaction
• Communicate your personalized approach to prospective clients
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Suggested Attendees: Financial planners, financial advisors and investment advisors
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| About the Presenter: |
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John Comer is a principal with Comer Consulting, LLC. Comer Consulting helps financial advisors define their Carriage Trade Experience (client experience) and communicate their individuality.
John has been in financial services since 1980. He has earned experience as a financial planner, a product wholesaler, a trainer, a marketer and a general manager.
John's marketing and business experience helps you create a focus for your practice. His technical and relational skills help you articulate the distinctive elements of your client experience. His creative and project management skills help you develop communication tools that create powerful first impressions with clients and prospects. ... read more |
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