MOMENTUM has worked with hundreds of exceptional wealth managers and institutional investment firms to grow their businesses with profitable HNW clients. Retain us to develop and execute your firm's marketing, or, hire us for a marketing project that requires additional resources and expertise.
We have completed hundreds of strategic/targeted marketing plans resulting in business growth, increased ROI
and the profile of clients you want.
We have done dozens of strategic advisory boards resulting in
quality referrals and expert insights. MOMENTUM helps you identify the right combination of board members who will provide expert feedback and jump at the chance to participate knowing it will be a valuable networking opportunity.
Hundreds of client surveys with high response rates resulting in
greater ROI from marketing strategies.
MOMENTUM surveys uncover needs and perceptions while making your clients feel important, valued and appreciated.
We have done more than 1,000 client retention and acquisition event campaigns resulting in quality prospects and new clients, from 2 to 1,500 people and budgets up to $100,000. Events include intimate gatherings for your best clients and prospects, seminars and workshops, appreciation, conferences, trade shows and more.