Our Services

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:

Inseparable Relationships

Create business and personal relationships that beat the competition and outlasts wealth transfer, divorce, etc.

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Epic Experiences

Providing memorable experiences that your clients, prospects, COIs and more never stop talking about.

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Intelligent Growth

Growing a business that is ahead of industry trends, beats the competition, grows with new generations and boosts your ROI.

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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.

Inseperable Relationships

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. Pershing/NBY Mellon, The second annual study of advisory success.

1. Emergency Systems and Communications

  • Team emergencies
  • Client emergencies
  • Economy and market emergencies
  • Key employee unexpected departure

2. Critical Touch System

  • Clients at risk
  • Top clients who require more attention

3. Perception vs. Reality Analysis

  • Feedback plan
  • Surveys
  • Advisory boards
  • Team vs. client perception and reality

4. Client Analysis

  • Profiles
  • Segmentation
  • TOM (Top of Mind) list
  • Gathering/client update form
  • Entering, reviewing, updating

5. Gratitude System

Epic Experiences

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
2. Joanne Sommers, Investment Executive. How to Attract Women Clients.

Intelligent Growth

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
25 years.3
3. SEI White Paper, Advisory firms in 2030, The Innovation Imperative.

Get Engaged

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.
Paula Carlson
Chief Momentum-Maker
4951 W 77th St. Ste 29
Edina, Minnesota 55435
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