Secret Sauce Events that Result in HNW Introductions

Wednesday, June 9, 2021

Learn how to design and execute HNW Special Sauce events that result in introductions and new clients! We will cover these four Ps:

Plan: What you need to do before deciding on the who, what, where

People: Who you need to invite and so they will bring HNW people

Place and purpose: How to select the right place and purpose for the event that will make it for your clients to invite their HNW friends, colleagues and/or family members

Prospect and client follow-up: Planning ahead and executing the necessary follow-up to get a second opportunity to get in front of the HNW prospects and your HNW clients.

Throughout the session, you will design and create an implementation plan for one or more HNW events for your business.

Tuition is just $99.  Sign-up before

May 9 and bring a colleague for free!

MAY SHOWCASE | HNW Growth Via Practice Purchases

Wednesday, May 19, 2021

Join our Showcase on July 21 from 3:30 to 4:00 featuring

Greg Prokott, National Sales Director-Advisor Financing LLC

Hosted by Paula Carlson, Chief Momentum Maker-Momentum.

Second quarter's marketing solution: Acquiring HNW clients more than one at a time: Purchasing and financing wealth management practices.
Paula Carlson
Chief Momentum-Maker
4951 W 77th St. Ste 29
Edina, Minnesota 55435
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