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Own the High Net-Worth Market
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We partner with exceptional wealth advisors to jumpstart referrals, accelerate acquisition and boost their ROI.

Our Clients

Our clients are exceptional people and firms in the financial services industry who want to increase high net worth 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

Working Together

Connect with us to pick our brain regarding your business growth challenges and opportunities. Schedule a Marketing Strategy Session. Meet with us 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 net worth client acquisition and retention for wealth advisors and firms across the country.

Get to know Paula

1,000 +

Wealth advisors served

1,000 +

High Net-Worth client acquisition strategies

100 +

Advisory board campaign strategies

100 +

High Net-Worth client 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 tranfer 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 tosell 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’sadvisors 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.
Thursday, July 30, 2020

Social Media Strategy, The Backbone to Brand Success on Social Media

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Paula Carlson
Partner to Wealth Advisors
4470 W 77th St. Ste 29
Edina, Minnesota 55435
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