From traditional tried-and-true, to creative and cutting edge, we bring the marketing solutions that drive High Net-Worth client introductions, acquisition and growth.
Our solutions focus on the following three areas:
Create business and personal relationships that beat the competition and outlasts wealth transfer, divorce, etc.Learn More
Providing memorable experiences that your clients, prospects, COIs and more never stop talking about.Learn More
Growing a business that is ahead of industry trends, beats the competition, grows with new generations and boosts your ROI.Learn More
THE MOMENTUM DATABANK ©
A proprietary database of every single Momentum marketing strategy that is continually updated to keep ahead of industry trends. We use it to compare the marketing strategies you have in place and explore potential solutions to customize for you as well as to make certain we’d don’t miss a potential opportunity.
1. Emergency Systems and Communications
3. Perception vs. Reality Analysis
4. Client Analysis
TOM (Top of Mind) list
Gathering/client update form
Entering, reviewing, updating
5. Gratitude System
1. Doing business
Financial planning process
Pre-, during-, and post-meeting process
1. Current industry trends
2. Become an expert and a resource
3. Helping vs. selling
You, your team, your COIs
Messaging and communicating
4. Business planning
Short, medium, and long-term strategies
Review quarterly and end of year
When you’re ready to engage, we’ll provide you with a contract for success outlining your goals and marketing solutions.Start a Conversation
Request our MOMENTUM MINUTE
, a monthly email offering high net-worth marketing tip sheets delivered directly to your inbox.
Partner to Wealth Advisors
4470 W 77th St. Ste 29
Edina, Minnesota 55435
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