CLIENT-PARTNER FEATURE
SPOTLIGHT :
CARSON
WEALTH
INVESTING IN VALUABLE CONTENT
C
Carson Wealth is a team of financial advisors that helps clients pursue true wealth . Founded in 1983 , Carson Wealth has proudly grown over the years to become a Barron ’ s Hall of Fame firm . The company operates under the principles of accountability , meaning they are here to help you keep what ’ s best for you and your family in mind at all times ; coaching , because they are not just a financial advisor , they are there to coach you through anything and everything ; and advocacy , because they ’ ve been where you are , and they are confident they can help you take the right steps to reach your goals .
When you work with Carson Wealth , they ’ ll make sure you ’ re educated on your investments and just how they manage your money , providing you with valuable information to help you with all of your financial decisions . They are specialists in making the complex simple .
HOW IT ALL BEGAN
Tulip Media Group was first introduced to Carson Wealth in January of 2021 . After reading Andy ’ s book , How to Win Clients & Influence People , Carson Wealth Marketing Manager Bonnie Bailey decided the company needed a newsletter and sought Tulip Media out . However , she didn ’ t want any ordinary newsletter . Bonnie had seen other financial advisors put together standardized and technical letters before , and she knew that these failed to capture the interest of clients and potential clients . She realized early on that what she needed to succeed was to do something different .
For Carson ’ s newsletter , Bonnie wanted to maintain the financial education component of the standardized letters she had seen , but with a twist . She decided to deliver it in a format that was interesting and made the reader feel good .
16 | TULIPMEDIAGROUP . COM