COMER CONSULTING

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... 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..

Also known as: Comer Consulting, LLC

Primary location: Plymouth United States