From traditional tried-and-true, to creative and cutting edge, we bring the marketing solutions that drive high value 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.
Do you know your high value clients as well as you think you do? We’ll work with you to design and implement an extraordinary client service model that differentiates you from the competition and outlasts wealth transfer, divorce, etc.
Only 43% of HNW investors say,
“My financial advisor has asked me for preferred method of communication.”1
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
Are you getting the number of referrals from your high value clients that you want? Partner with us to design and implement memorable experiences “beyond the numbers” that your clients, prospects, COIs and more never stop talking about.
The number of referrals given over the lifetime of the relationship is 37.2
How are you taking advantage of the biggest wealth transfer in history? Work with us and you’ll have an intelligent growth model with multigenerational clients, that is ahead of industry trends, beats the competition, and boosts your ROI.
The biggest wealth transfer in history is beginning right now—$70 trillion over the next
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 value client marketing tip sheets delivered directly to your inbox.
4951 W 77th St. Ste 29
Edina, Minnesota 55435
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