At Comer Consulting, we help financial advisors create a Carriage Trade Experience. The term "carriage trade" dates back to the days of horse and buggy. Shop owners began serving their best customers by going out to the carriages rather than requiring the customers to come into the stores. Like those shop owners who found ways to provide an extra level of service, today's advisors need to provide extra value for their best clients.
Today's advisors need to find a way to meet their best clients at the curb. We define that level of service as the Carriage Trade Experience. Through a broad range of strategic and tactical services we help advisors refine their client experience. The Carriage Trade Experience is not about fitting a mold.
Today's advisors need to find a way to meet their best clients at the curb. We define that level of service as the Carriage Trade Experience. Through a broad range of strategic and tactical services we help advisors refine their client experience. The Carriage Trade Experience is not about fitting a mold.
Services
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.
John Comer has addressed audiences across the United States and internationally. His authoritative delivery and actionable marketing content have exceeded expectations. His training programs have garnered strong results and his presentations have consistently been right on target. Each presentation is tailored to meet your needs.
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