Why Momentum

We are for exceptional wealth advisors looking for an exceptional marketing partner. Here’s what makes us different from other financial services marketing firms.

We keep it simple, on time and on track using our MOMENTUM BLUEPRINT ©

Our five step system eliminates scope and project creep.

We leave no stone unturned using our MOMENTUM DATABANK ©

Our extensive database of marketing solutions and results to make certain we don’t miss a strategy or tactic that can be customized for you.

We never give up to give you the ROI you want

We keep your ROI top of mind in order to reach your goals.

The highest level of integrity, expertise and service

All firms say this but we actually do!

Momentum Mantras

Joint integrity is job one.

Build relationships, not projects.

Don’t guess, ask.

Be RIO driven.

Give back.

Our Process


THE MOMENTUM BLUEPRINT© is a five step system we use to thoroughly gather information about you and your firm to simplify the marketing process and keep on our agreed upon timeline on task and on time. We begin using THE MOMENTUM BLUEPRINT© upon our very first connection with you, whether you are wanting to learn more about us or ready to engage.

Get Engaged

When you’re ready to engage, we’ll provide you with a contract for success outlining your goals and marketing solutions. Then we’ll schedule a 90 minute kick-off meeting using our MOMENTUM BLUEPRINT ©.

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