Principal Web-based Seminars - Training Resources

Differentiation Strategies for Financial Advisors ...ial to ensure consistency of impression. 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  more...

Create a Client Experience to Grow Your Financial Advisor Practice ...onalized approach to prospective clients 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  more...

Create an Accountable Workforce to Grow Your Bottom-Line ...t, Joel H. Head, former Partner with Ernst Young, LLC and Principal with Mercer HR, has helped hundreds of managers create accountable workplaces. He ll teach you elements critical to fostering an accountable workforce in today's landscape. You ll learn how to lead your team communicate your message and allow employees to take ownership of their success. If your employees are successful, you re  more...

How to Develop a Strategic Plan That Works For You ... Joel H. Head, former Partner with Ernst Young, LLC and Principal with Mercer HR, has taught thousands of business leaders how to develop the right strategic plan for their company. He presents a collaborative process for developing a strategic plan that generates buy-in and commitment by all key managers. He teaches you the crucial elements that every plan must have and provides you with the  more...