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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Differentiation Strategies for Financial Advisors
Create Compelling Stories To Stand Out From Your Competitors … and Win More Clients
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Presented by John Comer
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The competition for new clients is fierce in the financial advisor industry. You're up against the big guys who offer a comprehensive suite of financial services … as well as financial advisors deeply entrenched in the region for ages. Although competition is tough, there is a secret strategy for becoming the victor -- develop a compelling story that differentiates you from the masses.
John Comer, Certified Financial Planner and financial advisor consultant, helps financial advisors develop their unique, compelling story. He teaches you what prospective clients want to hear, how to align your story with their interests, and differentiate yourself. After attending this eLearning course, you’ll have a unique tool to stand out, be more memorable, and convince prospects to work with you – without hard core selling.
In this webinar, you'll learn how to:
• Find audience-grabbing elements for your story within your practice
• Write your story and refine it until it positions you strongly versus the competitors
• Tell your story in a way that prospects are intrigued and want to hear more
• Integrate the story into every aspect of your practice - on the web, in your marketing material – to ensure consistency of impression.
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Suggested Attendees: Financial advisors, investment advisors and financial planners
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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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