Stand out from the Crowd

and grow with 

HNW referrals and clients

roi WEALTH MANAGEMENT MARKETING

EVENTS

SURVEYS

ADVISORY BOARDS

ABOUT PAULA CARLSON

Hello! I'm MOMENTUM owner, Paula Carlson. I have worked with hundreds of successful wealth managers to grow their businesses with HNW clients. While many of my clients hire me to lead their marketing effort, my team has done over 1,000 client retention and acquisition events, hundreds of surveys and dozens of advisory boards.

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