Create a Client Experience to Grow Your Financial Advisor Practice

Training Provided by Business Expert Webinars Strategies for Developing a Consistent, Memorable Impression Over 80% of surveyed clients said they were dissatisfied with their financial advisor. That's pretty scary if that includes your client base. You certainly can blame the economy for some of your client s frustration but are you responsible too? How you define the client experience affects, not only retention, but also the new clients driven to you if you have aligned the experience with their needs. John Comer, Certified Financial Planner and financial advisor consultant, has worked with financial advisors and clients for more than 19 years to help both parties meet their financial goals. He teaches you the importance of consistent impressions and how it also will help you to be more effective and efficient in servicing your clients. His easy-to-implement formula for defining the client experience increases client satisfaction and becomes a key sales tool that attracts new prospects to you. In this webinar, you'll learn how to: Gather data to best understand your clients' needs, wants, and desires Define the client experience aligned with both your objectives and those of your clients Develop a consistent, client-focused meeting process that is goal-driven to make you more effective and efficient Establish and manage client expectations effectively for high satisfaction Communicate your personalized 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 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 experience. His creative and project management skills help you develop communication tools that create powerful first impressions with clients and prospects.

About The Training Provider: Business Expert Webinars