Momentum-Paula Carlson

Cute Minne!

Am I the only one that loves this time of year for the free chocolate?

Standing out is essential as a financial advisor or firm in order to grow your business. So how are you unique?
Is it your skills or speciality in a certain product or portfolio?
Is it how you connect with your clients?
The events you throw?
The community you build?
Standing out in this saturated field will bring the right clients to you and repel the ones that aren't the best fit.
Need help with showing of your unique self? Book a call with Paula so she can give you ideas on how to stand out!

When it comes to working together, we provide several options to achieve the ROI you want, from dipping a toe in the water to running your entire marketing plan.
Our first step is to connect over a call to see how we can help! Schedule yours here - http://ow.ly/t6Wm50GqUjo

I have just joined the cello section of the Minnetonka Chamber Orchestra!
Please come to our next concerts on 11/20 at 2:00 p.m. at Unitarian Universalist of Minnetonka and 11/21 at Gethsemane Lutheran in Hopkins.
http://ow.ly/mCQG50GqTO2.

The statistics are staggering.
1) 70% of women leave their “husband’s” financial advisor within one year of his passing.
2) The average age of widowhood in the United States is 59 years old.

I'm partnering with Jayne Ellegard of Ellegant Wealth to expand on this subject and what it means for financial advisors!

This information can impact your practice one of two ways - you can keep doing what you’re doing and potentially lose significant female clients or you can start strengthening the relationships with them right now.

Financial advisors are spending just 11% of their marketing dollars on this segment, which leaves the market wide open for you.

Attend this session to gain fresh ideas around how to not only retain these valuable clients, but have them start referring you to their family and friends so you can acquire more loyal clients just like them!

Learning Objectives
By the end of this session, attendees will:

Why it is essential for you to focus on this particular market.
The “3 E’s” that will significantly change how you interact and connect with your female clients.
How to use financial education as your primary retention and acquisition strategy tool.
Three strategies for retaining your clients through divorce and widowhood.
Three strategies for getting high value referrals from your female clients.
Learn the role of physical, mental, and lifestyle challenges.
How to customize a simple, one-page strategic plan you can use to grow your HNWW business.

Register by using the link below! Come for our talk and stay for the many other amazing speakers!

http://ow.ly/gzal50GpKyM

Have you ever considered contracting a wealth concierge to help grow your business?

Join us for a free interactive conversation on how a wealth concierge can bring peace of mind to your high impact clients and solidify your relationship with them!

THIS Thursday Oct 21 from 330-4 via Zoom!
Save your spot using the link below!

http://ow.ly/1iKH50GcWME

Partner with a Wealth Concierge to Grow Your Business Learn how a wealth concierge can help you grow your business with high impact clients.

Our 3 step process will grow your financial business by increasing client introductions and relationships.

We can help with a single marketing initiative, take over your marketing, or train your staff.

Learn more about working with us here - http://ow.ly/Owd250ELMCw

I love to grow herbs – basil, chives, rosemary, oregano and more, you name it!

The only one that caterpillars love is parsley. See how many you can find – they blend in right with the parsley until they truly eat it all.

We have partnered with AlphasFuture for their second quarterly showcase.

Climate Change and the Road to Net-Zero: A discussion on how the world can transition to a net-zero carbon system in a win-win solution for all.

Why should you join?

Climate change is one of the biggest challenges facing humanity. Join the conversation to learn:

· Causes and Impact of climate change

· How can we achieve a net-zero carbon world in 20 years

· What investments and changes in behavior are needed to support a net-zero world

· How will net-zero bring prosperity for all people in the world

· What happens if we don't act now

Joining the conservation is free, and please invite your colleagues, family and friends to this event. All attendees will also receive a FREE copy of Mathew's Book "Climate Change and the road to New-Zero"

Here's the link to join us. Will we see you there?

https://lnkd.in/eGfszjZK

There are many tactics to grow your business. One is partnering with a wealth concierge! They create strong bonds with your high impact clients that can generate referrals and more!
Join us for a free interactive discussion on 10/21 with Angela Alvig.
http://ow.ly/CgLf50Gd0HL

The financial industry is saturated with advisors and wealth managers.

Serving your clients the way they want is essential for retention and inspiring introductions.

Besides an annual survey, when was the last time you asked your clients how you can better serve them?

If it's been more than 3 months, send us a message so we can help!

Have you made time to step away from your desk and enjoy the fall?
I would love to hear your favorite fall activity. Mine includes taking a nice walk through the woods with a dear friend.

Momentum is a caring/sharing firm. When you work with us, we donate to a charity of your choice, one of which is the Autism Society of Minnesota.
Their mission is to enhance the lives of individuals and families affected by Autism Spectrum Disorder.
https://ausm.org/

We are thrilled to welcome Angela Alvig of Simplify Wealth to contribute to our quarterly showcase about wealth concierges.

Did you know a wealth concierge grow your business by solidifying your relationship with high impact clients?

Join us for free; Thurs, 10/21 from 330-4 on Zoom to learn more!

http://ow.ly/Zcq050GcY9H

If you missed our convo last month, here are Greg Prokott's top 3 pieces of advice on acquiring a financial practice:
1- Do it with the eye of the future - it could take around 5 years.
2- Let your network know that you are looking to acquire. They may know the right people and will keep an ear out for you.
3- Network with senior advisors and potential sellers.

If you want more of our takeaways from last month's showcase, send us a message!