Comer Consulting

At Comer Consulting, we understand that each financial advisor is unique and has a distinct approach to serving their clients. That's why we're dedicated to helping them create a Carriage Trade Experience - a level of service that sets them apart from the rest. Founded in 2003, our firm has been helping advisors refine their client experience and establish themselves as leaders in their market.

Our Philosophy

Our team, led by John Comer, a certified financial planner and expert in marketing and business, believes that every advisor has the potential to create a remarkable client experience. We believe that by identifying and leveraging an advisor's unique strengths and preferences, we can help them establish a truly distinctive practice that resonates with their best clients.

Our Services

At Comer Consulting, we offer a range of services designed to help financial advisors create a Carriage Trade Experience. We can help you:

• Identify your ideal clients and develop compelling content that resonates with them
• Refine your client experience model to create a unique and memorable experience
• Develop marketing materials that communicate your distinctiveness to your target audience
• Create powerful first impressions that set you apart from the competition

Our Expertise

With over three decades of combined experience in the financial services industry, our team has the knowledge and expertise to help advisors take their practices to the next level. Our founder, John Comer, has a proven track record of helping advisors create successful marketing plans and is a sought-after speaker and trainer in the financial planning industry.

Our Expertise extends to

• Financial planning and wealth management
• Marketing and business development
• Client relationship management
• Practice growth and development

Our Engagement

At Comer Consulting, we're committed to delivering exceptional service and results. We take the time to understand each advisor's unique challenges and goals, and work closely with them to develop a customized strategy that meets their needs. Our team is dedicated to staying up-to-date on the latest industry trends and best practices, ensuring that our clients receive the most effective and innovative solutions.

Get Started

If you're looking to create a Carriage Trade Experience that sets you apart from the competition, we'd love to help. Contact us today to schedule a consultation and take the first step towards establishing a truly remarkable practice.