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:
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
Paula Carlson has 20+ years of experience in driving high net worth client acquisition and retention for wealth advisors and firms across the country.
—Paula CarlsonConnect with Paula
The biggest wealth tranfer in history is beginning right now—$70 trillion over the next 25 years.1
40% of financial advisors retiring over the next decade and wanting tosell to a quality practice.1
70% of younger investors indicated they are likely to fire their parent’sadvisors upon inheriting wealth.1
Serving women who control $22 trillion of personal wealth in the U.S.when only 14% of wealth advisors are women.2