Get Momentum
in Your Marketing

INCREASE HIGH VALUE CLIENT
INTRODUCTIONS, ACQUISITION & GROWTH

We partner with exceptional wealth advisors to jumpstart introductions, accelerate acquisition and boost ROI with high value clients.

Who We Work With

Our clients are exceptional people and firms in the financial services industry who want to increase valuable client introductions, acquisition and growth, including:

Wealth Managers & Firms

Leaders responsible for wealth advisor growth and recruiting

COIs, wholesalers and vendors marketing to wealth managers & firms

How our services help you grow

How We Work Together

Connect with us to pick our brain regarding your business growth challenges and opportunities. Schedule a 30 Minute Virtual Discovery Call to discuss your challenges, opportunities and goals. We’ll determine together if a partnership makes sense and the best partnership option for achieving your goals and ROI.

Start a Conversation

She's Momentum!

Meet Paula Carlson

Paula Carlson has 20+ years of experience in driving high value client acquisition and retention for wealth advisors and firms across the country.

Get to know Paula

1,000 +

Wealth advisors served

1,000 +

Strategic planning, seminar, event and touch strategies

100 +

Advisory board strategies

100 +

Surveys, pilots, panels

"I can solve any problem with a spreadsheet and a party!"

—Paula Carlson

Connect with Paula

Are you profiting?

The biggest wealth transfer in history is beginning right now—
$70 trillion over the next 25 years.1

1Source: SEI White Paper, Advisory firms in 2030, The Innovation Imperative.

Are you prepared?

40% of financial advisors retiring over the next decade and wanting to sell to a quality practice.1

1Source: SEI White Paper, Advisory firms in 2030, The Innovation Imperative.

Are you ready?

70% of younger investors indicated they are likely to fire their parent’s advisors upon inheriting wealth.1

1Source: SEI White Paper, Advisory firms in 2030, The Innovation Imperative.

Are you equipped?

Serving women who control $22 trillion of personal wealth in the U.S. when only 14% of wealth advisors are women.2

2Source: Wilmington Trust, WomenInvestors: Driving empowerment, confidence, and success.

Wednesday, May 5, 2021

Inspiring Introductions Via Advisory Boards

Using advisory board meetings to inspire introductions from your best clients, centers of influence and prospects

Tuesday, April 6, 2021

The 5 W's of HNW Marketing

Using the 5 W's to Market to Your HNW Clients and Steps for Implementation

Paula Carlson

Chief Momentum-Maker

paula@momentum-driven.com

4951 W 77th St. Ste 29
Edina, Minnesota 55435

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