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Paula Carlson, president, POP Wealth Marketing,  has been helping financial services companies build their business, expand their client base and polish their brand for more than two decades.
A specialist in strategic planning and marketing, she has conducted hundreds of special event campaigns to help financial professionals acquire and retain thousands of high net worth clients.
Paula is a former licensed advisor, recruiter and trainer, so she understands the challenges and opportunities that financial professionals face.
She has provided marketing, branding and special events expertise to a broad range of financial firms, from small boutiques to national insurance and investment companies, and she developed a highly-successful, 107-step client acquisition events process that Amerprise Financial adopted as its national standard.
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 Michelle Mills is the POP Director of Event Operations. A graduate of the University of St. Thomas, Michelle has been involved in marketing and client service at two Twin Cities-based firms, JXE, Inc. and the Robert B. Hill Co.
She was also involved in special events marketing with Children’s HeartLink, a non-profit organization that raises money for children in Third World countries. At POP, she handles marketing, client relations and special event coordination.
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Let Paula Carlson and her team of weath marketing associates put some POP in your financial services business |
