Financial Services Web-based Seminars - Training Resources

Differentiation Strategies for Financial Advisors ...p 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  more...

Create a Client Experience to Grow Your Financial Advisor Practice ... 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  more...

TCE Total Customer Experience Model Building e-Workshop for Financial Services TCE (Total Customer Experience) Model Building e-Workshop is designed to help Marketing, Sales and Service Executives build a TCE model to monitor, manage, and enhance the total customer experience across multiple channels and touch-points throughout the whole customer lifecycle. The content of this program is based on the U. S. patent-pending Branded CEM (Customer Experience Management) Method,  more...